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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

43 hedge funds and large institutions have $42.2M invested in Blackrock Municipal 2020 Term Trust in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

5% more capital invested

Capital invested by funds: $40.2M → $42.2M (+$1.95M)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$257K +$59.1K +3,770 +30%
EWM
27
Evercore Wealth Management
New York
$216K
SWP
28
Stratos Wealth Partners
Ohio
$216K +$59.6K +3,800 +38%
CBU
29
CIBC Bank USA
Illinois
$197K +$1.52K +97 +0.8%
AIP
30
ARS Investment Partners
New York
$188K
CT
31
Cambridge Trust
Massachusetts
$185K
AOWM
32
Alpha Omega Wealth Management
Virginia
$183K
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$170K +$171K +10,887 New
PAG
34
Private Advisor Group
New Jersey
$166K +$167K +10,674 New
AG
35
Advisor Group
Arizona
$162K +$163K +10,365 New
CFG
36
Citizens Financial Group
Rhode Island
$146K +$753 +48 +0.5%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$143K
BlackRock
38
BlackRock
New York
$126K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$109K
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$63K
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$63K +$15.7K +1,000 +33%
NFG
42
Next Financial Group
Texas
$52K
CTC
43
Central Trust Company
Missouri
$9K +$4.39K +280 +98%
Bank of New York Mellon
44
Bank of New York Mellon
New York
-$190K -12,042 Closed
MF
45
Magnetar Financial
Illinois
-$163K -10,321 Closed
Creative Planning
46
Creative Planning
Kansas
-$47K -2,971 Closed
DADC
47
D.A. Davidson & Co
Montana
-$31K -2,000 Closed
TRCT
48
Tower Research Capital (TRC)
New York
-$1K -35 Closed

BKK Hedge Fund Activity: Q3 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q3 2017, worth a combined $42.2M — up 4.9% from $40.2M a quarter earlier.

Fund positioning in BKK was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 7 trimmed.

The largest buyer was Chicago Partners Investment Group, adding an estimated $542K. The largest seller was UBS Group, cutting an estimated $203K.

  • 43 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $42.2M of Blackrock Municipal 2020 Term Trust stock for Q3 2017, up 4.9% quarter-over-quarter.
  • 5 funds opened new Blackrock Municipal 2020 Term Trust positions in Q3 2017 and 5 closed out, a net change of 0 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q3 2017 was Chicago Partners Investment Group, an estimated $542K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q3 2017 was UBS Group, an estimated $203K sold.

Based on aggregated 13F filings for Q3 2017.