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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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17 hedge funds and large institutions have $11.7M invested in Blackrock Ca Muni 2018 Term Tr in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

7% more capital invested

Capital invested by funds: $10.9M → $11.7M (+$778K)

11% less funds holding

Funds holding: 19 → 17 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$596K
2
Bank of America
Bank of America
North Carolina
+$281K
3
UBS Group
UBS Group
Switzerland
+$180K
4
Wells Fargo
Wells Fargo
California
+$171K
5
MA
Menlo Advisors
California
+$30K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$291K
2
CS
Credit Suisse
Switzerland
-$150K
3
LPL Financial
LPL Financial
California
-$42.1K
4
Creative Planning
Creative Planning
Kansas
-$40K
5
Citigroup
Citigroup
New York
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.54M +$281K +18,734 +9%
Morgan Stanley
2
Morgan Stanley
New York
$2.04M -$291K -19,400 -13%
AB
3
AT Bancorp
Iowa
$1.13M +$2.04K +136 +0.2%
UBS Group
4
UBS Group
Switzerland
$782K +$180K +11,992 +30%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$654K +$15K +1,000 +2%
RC
6
Roundview Capital
New Jersey
$625K – – –
SIA
7
Sit Investment Associates
Minnesota
$597K +$596K +39,665 New
Wells Fargo
8
Wells Fargo
California
$513K +$171K +11,401 +50%
MA
9
Menlo Advisors
California
$437K +$30K +2,000 +7%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$387K – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$387K +$120 +8 +0%
LPL Financial
12
LPL Financial
California
$314K -$42.1K -2,800 -12%
WS
13
Wedbush Securities
California
$219K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$43K +$12.8K +850 +43%
AA
15
Apriem Advisors
California
$12K – – –
DADC
16
D.A. Davidson & Co
Montana
$12K – – –
WAM
17
Wolverine Asset Management
Illinois
$4K +$4.99K +332 New
CS
18
Credit Suisse
Switzerland
– -$150K -10,000 Closed
Creative Planning
19
Creative Planning
Kansas
– -$40K -2,655 Closed
Citigroup
20
Citigroup
New York
– -$13K -851 Closed

BJZ Hedge Fund Activity: Q1 2016 in Review

17 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q1 2016, worth a combined $11.7M — up 7.1% from $10.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BJZ and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 8 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $596K. The largest seller was Morgan Stanley, cutting an estimated $291K.

  • 17 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q1 2016, down from 19 in Q4 2015.
  • Funds reported $11.7M of Blackrock Ca Muni 2018 Term Tr stock for Q1 2016, up 7.1% quarter-over-quarter.
  • 2 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q1 2016 and 3 closed out, a net change of -1 holder.
  • The largest Blackrock Ca Muni 2018 Term Tr buyer in Q1 2016 was Sit Investment Associates, an estimated $596K added.
  • The largest Blackrock Ca Muni 2018 Term Tr seller in Q1 2016 was Morgan Stanley, an estimated $291K sold.

Based on aggregated 13F filings for Q1 2016.