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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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45 hedge funds and large institutions have $39M invested in Blackrock Municipal 2020 Term Trust in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

4% more capital invested

Capital invested by funds: $37.6M → $39M (+$1.39M)

4% less funds holding

Funds holding: 47 → 45 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.61M
2
Wells Fargo
Wells Fargo
California
+$840K
3
SWP
Stratos Wealth Partners
Ohio
+$380K
4
PFS
Prospera Financial Services
Texas
+$204K
5
RC
Roundview Capital
New Jersey
+$190K

Top Sellers

Rank Fund Capital Flow
1
GP
Geneva Partners
Wisconsin
-$406K
2
SG Americas Securities
SG Americas Securities
New York
-$362K
3
Ameriprise
Ameriprise
Minnesota
-$362K
4
PAG
Private Advisor Group
New Jersey
-$260K
5
EWM
Evercore Wealth Management
New York
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
26
Cambridge Trust
Massachusetts
$179K – – –
AOWM
27
Alpha Omega Wealth Management
Virginia
$176K – – –
M&T Bank
28
M&T Bank
New York
$156K -$104K -6,839 -40%
AG
29
Advisor Group
Arizona
$156K – – –
WIA
30
Wealthstreet Investment Advisors
Texas
$151K +$152K +10,000 New
CFG
31
Citizens Financial Group
Rhode Island
$143K +$1.08K +71 +0.8%
BlackRock
32
BlackRock
New York
$121K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$109K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$98K -$173K -11,356 -63%
SWM
35
SeaCrest Wealth Management
New York
$95K +$6.84K +450 +8%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$90K -$30 -2 -0%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$61K – – –
SEI Investments
38
SEI Investments
Pennsylvania
$51K +$37.6K +2,470 +279%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$48K -$12.6K -829 -21%
RFC
40
Regions Financial Corp
Alabama
$37K – – –
CCM
41
Covington Capital Management
California
$30K – – –
SFM
42
Signet Financial Management
New Jersey
$23K +$22.8K +1,500 New
IA
43
IFP Advisors
Florida
$15K – – –
AWM
44
AllSquare Wealth Management
New York
$5K +$4.61K +303 New
CTC
45
Central Trust Company
Missouri
$4K -$4.36K -287 -51%
GP
46
Geneva Partners
Wisconsin
– -$406K -27,049 Closed
SG Americas Securities
47
SG Americas Securities
New York
– -$362K -24,166 Closed
PAG
48
Private Advisor Group
New Jersey
– -$260K -17,190 Closed
EWM
49
Evercore Wealth Management
New York
– -$206K -13,779 Closed
CBU
50
CIBC Bank USA
Illinois
– -$191K -12,717 Closed
1
2
3

BKK Hedge Fund Activity: Q1 2018 in Review

45 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q1 2018, worth a combined $39M — up 3.7% from $37.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKK and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was UBS Group, adding an estimated $1.61M. The largest seller was Geneva Partners, exiting entirely with an estimated $406K sold.

  • 45 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q1 2018, down from 47 in Q4 2017.
  • Funds reported $39M of Blackrock Municipal 2020 Term Trust stock for Q1 2018, up 3.7% quarter-over-quarter.
  • 4 funds opened new Blackrock Municipal 2020 Term Trust positions in Q1 2018 and 6 closed out, a net change of -2 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q1 2018 was UBS Group, an estimated $1.61M added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q1 2018 was Geneva Partners, an estimated $406K sold.

Based on aggregated 13F filings for Q1 2018.