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BJZ

Blackrock Ca Muni 2018 Term Tr
BJZ

Delisted

BJZ was delisted on the 14th of December, 2018.

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19 hedge funds and large institutions have $10.9M invested in Blackrock Ca Muni 2018 Term Tr in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more funds holding

Funds holding: 10 → 19 (+9)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

32% more capital invested

Capital invested by funds: $8.29M → $10.9M (+$2.62M)

Holders
19
Holders Change
+9
Holders Change %
+90%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AB
AT Bancorp
Iowa
+$1.11M
2
MA
Menlo Advisors
California
+$404K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$384K
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$383K
5
LPL Financial
LPL Financial
California
+$352K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$383K
2
Morgan Stanley
Morgan Stanley
New York
-$320K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$38.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.25M +$101K +6,763 +3%
Morgan Stanley
2
Morgan Stanley
New York
$2.33M -$320K -21,429 -12%
AB
3
AT Bancorp
Iowa
$1.12M +$1.11M +74,500 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$637K -$38.8K -2,600 -6%
RC
5
Roundview Capital
New Jersey
$624K +$44.8K +3,000 +8%
UBS Group
6
UBS Group
Switzerland
$601K -$383K -25,674 -39%
MA
7
Menlo Advisors
California
$406K +$404K +27,070 New
JMPWA
8
JP Morgan Private Wealth Advisors
California
$386K +$383K +25,689 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$386K +$384K +25,701 New
LPL Financial
10
LPL Financial
California
$354K +$352K +23,604 New
Wells Fargo
11
Wells Fargo
California
$340K +$29.8K +1,999 +10%
WS
12
Wedbush Securities
California
$219K +$217K +14,550 New
CS
13
Credit Suisse
Switzerland
$150K +$149K +10,000 New
Creative Planning
14
Creative Planning
Kansas
$40K +$39.6K +2,655 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$30K – – –
Citigroup
16
Citigroup
New York
$13K +$6.73K +451 +113%
AA
17
Apriem Advisors
California
$12K – – –
DADC
18
D.A. Davidson & Co
Montana
$12K – – –
WP
19
WealthPLAN Partners
Nebraska
$210 +$209K +14,000 New

BJZ Hedge Fund Activity: Q4 2015 in Review

19 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q4 2015, worth a combined $10.9M — up 32% from $8.29M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BJZ positions and 0 closed out — a net gain of 9 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was AT Bancorp, opening a new position worth an estimated $1.11M. The largest seller was UBS Group, cutting an estimated $383K.

  • 19 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q4 2015, up from 10 in Q3 2015.
  • Funds reported $10.9M of Blackrock Ca Muni 2018 Term Tr stock for Q4 2015, up 32% quarter-over-quarter.
  • 9 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q4 2015 and 0 closed out, a net change of +9 holders.
  • The largest Blackrock Ca Muni 2018 Term Tr buyer in Q4 2015 was AT Bancorp, an estimated $1.11M added.
  • The largest Blackrock Ca Muni 2018 Term Tr seller in Q4 2015 was UBS Group, an estimated $383K sold.

Based on aggregated 13F filings for Q4 2015.