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BJZ

Blackrock Ca Muni 2018 Term Tr

Delisted

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

18 hedge funds and large institutions have $27.9M invested in Blackrock Ca Muni 2018 Term Tr in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $22.2M → $27.9M (+$5.73M)

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$16.2M +$6.11M +412,951 +60%
Morgan Stanley
2
Morgan Stanley
New York
$2.71M +$6.14K +415 +0.2%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.51M
Ameriprise
4
Ameriprise
Minnesota
$1.16M -$172K -11,651 -13%
UBS Group
5
UBS Group
Switzerland
$844K -$249K -16,812 -23%
Bank of America
6
Bank of America
North Carolina
$826K -$646K -43,665 -44%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$772K +$194K +13,118 +34%
RC
8
Roundview Capital
New Jersey
$757K
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$727K +$592K +40,000 +439%
VIM
10
Vista Investment Management
Pennsylvania
$631K
MA
11
Menlo Advisors
California
$626K
Wells Fargo
12
Wells Fargo
California
$391K -$81.4K -5,500 -17%
AWM
13
Avitas Wealth Management
California
$361K +$361K +24,400 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$263K -$33.6K -2,271 -11%
CCM
15
Covington Capital Management
California
$44K
HI
16
Harrington Investments
California
$30K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$28K
AA
18
Apriem Advisors
California
$12K +$11.6K +787 New
WS
19
Wedbush Securities
California
-$206K -13,950 Closed
IP
20
Intellectus Partners
California
-$162K -12,794 Closed

BJZ Hedge Fund Activity: Q2 2018 in Review

18 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q2 2018, worth a combined $27.9M — up 26% from $22.2M a quarter earlier.

Fund positioning in BJZ was balanced in Q2 2018: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 5 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $6.11M. The largest seller was Bank of America, cutting an estimated $646K.

  • 18 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $27.9M of Blackrock Ca Muni 2018 Term Tr stock for Q2 2018, up 26% quarter-over-quarter.
  • 2 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q2 2018 and 2 closed out, a net change of 0 holders.
  • The largest Blackrock Ca Muni 2018 Term Tr buyer in Q2 2018 was Karpus Investment Management, an estimated $6.11M added.
  • The largest Blackrock Ca Muni 2018 Term Tr seller in Q2 2018 was Bank of America, an estimated $646K sold.

Based on aggregated 13F filings for Q2 2018.