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BKK

Blackrock Municipal 2020 Term Trust
BKK

Delisted

BKK was delisted on the 15th of December, 2020.

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44 hedge funds and large institutions have $40.7M invested in Blackrock Municipal 2020 Term Trust in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $36.8M → $40.7M (+$3.85M)

2% more funds holding

Funds holding: 43 → 44 (+1)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.22M
2
Ameriprise
Ameriprise
Minnesota
+$890K
3
Wells Fargo
Wells Fargo
California
+$764K
4
Morgan Stanley
Morgan Stanley
New York
+$634K
5
LPL Financial
LPL Financial
California
+$362K

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$587K
2
LFR
Lehman Financial Resources
Pennsylvania
-$547K
3
SG Americas Securities
SG Americas Securities
New York
-$497K
4
DA
Doliver Advisors
Texas
-$464K
5
Bank of America
Bank of America
North Carolina
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$183K – – –
SWP
27
Stratos Wealth Partners
Ohio
$162K +$160K +10,250 New
RJA
28
Raymond James & Associates
Florida
$158K -$107K -6,845 -41%
CFG
29
Citizens Financial Group
Rhode Island
$145K +$1.26K +81 +0.9%
EWM
30
Edge Wealth Management
New York
$136K – – –
DADC
31
D.A. Davidson & Co
Montana
$128K +$101K +6,500 +394%
PCP
32
Proficio Capital Partners
Massachusetts
$127K +$125K +8,001 New
BlackRock
33
BlackRock
New York
$126K – – –
DBT
34
Dubuque Bank & Trust
Iowa
$105K +$104K +6,645 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$94K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$84K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$63K -$15.6K -1,000 -20%
NFG
38
Next Financial Group
Texas
$53K -$5.62K -360 -10%
AWM
39
Avior Wealth Management
Nebraska
$48K – – –
Creative Planning
40
Creative Planning
Kansas
$47K -$131K -8,385 -74%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$47K -$35.2K -2,254 -43%
IA
42
IFP Advisors
Florida
$39K – – –
ASN
43
Advisory Services Network
Georgia
$37K +$36.7K +2,352 New
CTC
44
Central Trust Company
Missouri
$5K – – –
VKH
45
Virtu KCG Holdings
New York
– -$587K -38,658 Closed
SG Americas Securities
46
SG Americas Securities
New York
– -$497K -32,740 Closed
DA
47
Doliver Advisors
Texas
– -$464K -30,533 Closed
AIM
48
Anchor Investment Management
South Carolina
– -$76K -5,000 Closed
1
2

BKK Hedge Fund Activity: Q1 2017 in Review

44 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q1 2017, worth a combined $40.7M — up 10% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BKK positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $1.22M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $587K sold.

  • 44 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q1 2017, up from 43 in Q4 2016.
  • Funds reported $40.7M of Blackrock Municipal 2020 Term Trust stock for Q1 2017, up 10% quarter-over-quarter.
  • 6 funds opened new Blackrock Municipal 2020 Term Trust positions in Q1 2017 and 4 closed out, a net change of +2 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q1 2017 was UBS Group, an estimated $1.22M added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q1 2017 was Virtu KCG Holdings, an estimated $587K sold.

Based on aggregated 13F filings for Q1 2017.