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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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15 hedge funds and large institutions have $13.1M invested in Blackrock Ca Muni 2018 Term Tr in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

7% more capital invested

Capital invested by funds: $12.2M → $13.1M (+$841K)

12% less funds holding

Funds holding: 17 → 15 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$829K
2
Bank of America
Bank of America
North Carolina
+$111K
3
UBS Group
UBS Group
Switzerland
+$83.5K
4
Wells Fargo
Wells Fargo
California
+$29.2K
5
Morgan Stanley
Morgan Stanley
New York
+$18.1K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$253K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$60.4K
3
WS
Wedbush Securities
California
-$13.6K
4
LPL Financial
LPL Financial
California
-$6.04K
5
TWA
TCI Wealth Advisors
Arizona
-$6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.4M +$111K +7,373 +3%
Morgan Stanley
2
Morgan Stanley
New York
$2.42M +$18.1K +1,196 +0.8%
UBS Group
3
UBS Group
Switzerland
$2.02M +$83.5K +5,534 +4%
Ameriprise
4
Ameriprise
Minnesota
$1.31M +$829K +54,896 +175%
Wells Fargo
5
Wells Fargo
California
$670K +$29.2K +1,933 +5%
RC
6
Roundview Capital
New Jersey
$629K – – –
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$597K -$60.4K -4,000 -9%
SWP
8
Stratos Wealth Partners
Ohio
$571K +$11.3K +750 +2%
MA
9
Menlo Advisors
California
$511K – – –
LPL Financial
10
LPL Financial
California
$446K -$6.04K -400 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$270K +$106 +7 +0%
WS
12
Wedbush Securities
California
$160K -$13.6K -900 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$29K – – –
MA
14
MUFG Americas
New York
$24K +$91 +6 +0.4%
AA
15
Apriem Advisors
California
$12K – – –
First Trust Advisors
16
First Trust Advisors
Illinois
– -$253K -16,803 Closed
TWA
17
TCI Wealth Advisors
Arizona
– -$6K -400 Closed

BJZ Hedge Fund Activity: Q1 2017 in Review

15 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q1 2017, worth a combined $13.1M — up 6.9% from $12.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BJZ and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 8 added.

The largest buyer was Ameriprise, adding an estimated $829K. The largest seller was First Trust Advisors, exiting entirely with an estimated $253K sold.

  • 15 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q1 2017, down from 17 in Q4 2016.
  • Funds reported $13.1M of Blackrock Ca Muni 2018 Term Tr stock for Q1 2017, up 6.9% quarter-over-quarter.
  • 0 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q1 2017 and 2 closed out, a net change of -2 holders.
  • The largest Blackrock Ca Muni 2018 Term Tr buyer in Q1 2017 was Ameriprise, an estimated $829K added.
  • The largest Blackrock Ca Muni 2018 Term Tr seller in Q1 2017 was First Trust Advisors, an estimated $253K sold.

Based on aggregated 13F filings for Q1 2017.