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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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48 hedge funds and large institutions have $30.1M invested in Blackrock Municipal 2020 Term Trust in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

2% less capital invested

Capital invested by funds: $30.7M → $30.1M (-$610K)

2% less funds holding

Funds holding: 49 → 48 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LF
Lantz Financial
Illinois
+$196K
2
MAS
Managed Account Services
Florida
+$150K
3
CFA
Carroll Financial Associates
North Carolina
+$75.4K
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$62.4K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$57.4K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$299K
2
VF
Virtu Financial
New York
-$253K
3
SPC
Sigma Planning Corp
Michigan
-$209K
4
UBS Group
UBS Group
Switzerland
-$208K
5
WKWM
Walter & Keenan Wealth Management
Indiana
-$136K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
26
Whitegate Investment Counselors
New Hampshire
$294K – – –
MFG
27
Magnus Financial Group
New York
$289K – – –
NCM
28
Narwhal Capital Management
Georgia
$262K – – –
EWM
29
Edge Wealth Management
New York
$233K -$7.38K -490 -3%
IWC
30
Integrated Wealth Concepts
Massachusetts
$207K +$27.3K +1,810 +15%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$200K – – –
PA
32
Pinnacle Associates
New York
$196K – – –
FFA
33
First Foundation Advisors
California
$193K -$20.3K -1,345 -10%
CT
34
Cambridge Trust
Massachusetts
$179K – – –
CPIG
35
Chicago Partners Investment Group
Illinois
$171K – – –
AOWM
36
Alpha Omega Wealth Management
Virginia
$154K – – –
WIA
37
Wealthstreet Investment Advisors
Texas
$150K – – –
CFG
38
Citizens Financial Group
Rhode Island
$144K – – –
SFS
39
Sowell Financial Services
Arkansas
$114K +$114K +7,560 New
CFA
40
Carroll Financial Associates
North Carolina
$75K +$75.4K +5,000 New
BFEC
41
Benjamin F. Edwards & Company
Missouri
$62K +$62.4K +4,138 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$46K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$42K – – –
CCM
44
Covington Capital Management
California
$30K – – –
AF
45
Advisornet Financial
Minnesota
$30K +$15.1K +1,000 +100%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$8.42K – – –
Northern Trust
47
Northern Trust
Illinois
$3K +$33.2K +2,200 +15%
VF
48
Virtu Financial
New York
– -$253K -16,824 Closed
SPC
49
Sigma Planning Corp
Michigan
– -$209K -13,893 Closed
NFG
50
Next Financial Group
Texas
– -$51K -3,367 Closed
1
2
3

BKK Hedge Fund Activity: Q3 2019 in Review

48 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q3 2019, worth a combined $30.1M — down 2% from $30.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BKK and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 11 added.

The largest buyer was Lantz Financial, adding an estimated $196K. The largest seller was Morgan Stanley, cutting an estimated $299K.

  • 48 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q3 2019, down from 49 in Q2 2019.
  • Funds reported $30.1M of Blackrock Municipal 2020 Term Trust stock for Q3 2019, down 2% quarter-over-quarter.
  • 3 funds opened new Blackrock Municipal 2020 Term Trust positions in Q3 2019 and 4 closed out, a net change of -1 holder.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q3 2019 was Lantz Financial, an estimated $196K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q3 2019 was Morgan Stanley, an estimated $299K sold.

Based on aggregated 13F filings for Q3 2019.