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BJZ

Blackrock Ca Muni 2018 Term Tr

Delisted

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

13 hedge funds and large institutions have $13.2M invested in Blackrock Ca Muni 2018 Term Tr in 2017 Q2 according to their latest regulatory filings, with funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

1% more capital invested

Capital invested by funds: $13.1M → $13.2M (+$144K)

13% less funds holding

Funds holding: 1513 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.55M +$174K +11,527 +5%
Morgan Stanley
2
Morgan Stanley
New York
$2.47M +$67.2K +4,453 +3%
Ameriprise
3
Ameriprise
Minnesota
$1.94M +$632K +41,905 +49%
UBS Group
4
UBS Group
Switzerland
$1.92M -$92.9K -6,160 -5%
Wells Fargo
5
Wells Fargo
California
$637K -$29.9K -1,983 -4%
RC
6
Roundview Capital
New Jersey
$625K
MA
7
Menlo Advisors
California
$563K +$54.3K +3,600 +11%
SWP
8
Stratos Wealth Partners
Ohio
$561K -$6.03K -400 -1%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$428K -$166K -11,000 -28%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$268K +$15 +1 +0%
WS
11
Wedbush Securities
California
$159K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$71K +$42.2K +2,800 +147%
MA
13
MUFG Americas
New York
$24K +$91 +6 +0.4%
LPL Financial
14
LPL Financial
California
-$446K -29,607 Closed
AA
15
Apriem Advisors
California
-$12K -787 Closed

BJZ Hedge Fund Activity: Q2 2017 in Review

13 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q2 2017, worth a combined $13.2M — up 1.1% from $13.1M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BJZ and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was Ameriprise, adding an estimated $632K. The largest seller was LPL Financial, exiting entirely with an estimated $446K sold.

  • 13 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q2 2017, down from 15 in Q1 2017.
  • Funds reported $13.2M of Blackrock Ca Muni 2018 Term Tr stock for Q2 2017, up 1.1% quarter-over-quarter.
  • 0 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q2 2017 and 2 closed out, a net change of -2 holders.
  • The largest Blackrock Ca Muni 2018 Term Tr buyer in Q2 2017 was Ameriprise, an estimated $632K added.
  • The largest Blackrock Ca Muni 2018 Term Tr seller in Q2 2017 was LPL Financial, an estimated $446K sold.

Based on aggregated 13F filings for Q2 2017.