Blackrock Ca Muni 2018 Term Tr
BJZ
BJZ was delisted on the 14th of December, 2018.
17 hedge funds and large institutions have $12.2M invested in Blackrock Ca Muni 2018 Term Tr in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less capital invested
Capital invested by funds: $12.6M → $12.2M (-$380K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$454K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$316K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$307K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$254K |
| 5 |
Morgan Stanley
New York
|
+$233K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
AT Bancorp
Dubuque,
Iowa
|
-$1.14M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$390K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$315K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$147K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$57.5K |
BJZ Hedge Fund Activity: Q4 2016 in Review
17 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q4 2016, worth a combined $12.2M — down 3% from $12.6M a quarter earlier.
Fund positioning in BJZ was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $454K. The largest seller was AT Bancorp, exiting entirely with an estimated $1.14M sold.
- 17 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $12.2M of Blackrock Ca Muni 2018 Term Tr stock for Q4 2016, down 3% quarter-over-quarter.
- 3 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q4 2016 and 3 closed out, a net change of 0 holders.
- The largest Blackrock Ca Muni 2018 Term Tr buyer in Q4 2016 was LPL Financial, an estimated $454K added.
- The largest Blackrock Ca Muni 2018 Term Tr seller in Q4 2016 was AT Bancorp, an estimated $1.14M sold.
Based on aggregated 13F filings for Q4 2016.