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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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16 hedge funds and large institutions have $11.5M invested in Blackrock Ca Muni 2018 Term Tr in 2016 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

1% less capital invested

Capital invested by funds: $11.7M → $11.5M (-$175K)

6% less funds holding

Funds holding: 17 → 16 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$134K
2
Wells Fargo
Wells Fargo
California
+$102K
3
MA
Menlo Advisors
California
+$71.1K
4
AB
AT Bancorp
Iowa
+$2.04K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$681

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$256K
2
LPL Financial
LPL Financial
California
-$157K
3
SIA
Sit Investment Associates
Minnesota
-$124K
4
Bank of America
Bank of America
North Carolina
-$17.1K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.55M -$17.1K -1,131 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$2.19M +$134K +8,890 +7%
AB
3
AT Bancorp
Iowa
$1.13M +$2.04K +135 +0.2%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$658K – – –
RC
5
Roundview Capital
New Jersey
$630K – – –
Wells Fargo
6
Wells Fargo
California
$618K +$102K +6,714 +20%
UBS Group
7
UBS Group
Switzerland
$532K -$256K -16,893 -33%
MA
8
Menlo Advisors
California
$512K +$71.1K +4,700 +16%
SIA
9
Sit Investment Associates
Minnesota
$478K -$124K -8,184 -21%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$391K +$681 +45 +0.2%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$390K – – –
WS
12
Wedbush Securities
California
$221K – – –
LPL Financial
13
LPL Financial
California
$157K -$157K -10,402 -50%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30K -$12.9K -850 -30%
AA
15
Apriem Advisors
California
$12K – – –
DADC
16
D.A. Davidson & Co
Montana
$12K – – –
WAM
17
Wolverine Asset Management
Illinois
– -$4K -332 Closed

BJZ Hedge Fund Activity: Q2 2016 in Review

16 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q2 2016, worth a combined $11.5M — down 1.5% from $11.7M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of BJZ and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $134K. The largest seller was UBS Group, cutting an estimated $256K.

  • 16 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q2 2016, down from 17 in Q1 2016.
  • Funds reported $11.5M of Blackrock Ca Muni 2018 Term Tr stock for Q2 2016, down 1.5% quarter-over-quarter.
  • 0 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q2 2016 and 1 closed out, a net change of -1 holder.
  • The largest Blackrock Ca Muni 2018 Term Tr buyer in Q2 2016 was Morgan Stanley, an estimated $134K added.
  • The largest Blackrock Ca Muni 2018 Term Tr seller in Q2 2016 was UBS Group, an estimated $256K sold.

Based on aggregated 13F filings for Q2 2016.