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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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57 hedge funds and large institutions have $31.5M invested in Blackrock Municipal 2020 Term Trust in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

19% more funds holding

Funds holding: 48 → 57 (+9)

5% more capital invested

Capital invested by funds: $30.1M → $31.5M (+$1.37M)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
9
Reduced
18
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Magnus Financial Group
New York
+$886K
2
OCA
Otter Creek Advisors
Florida
+$743K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$586K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$323K
5
SPC
Sigma Planning Corp
Michigan
+$296K

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$330K
2
AG
Advisor Group
Arizona
-$300K
3
UBS Group
UBS Group
Switzerland
-$275K
4
PCP
Proficio Capital Partners
Massachusetts
-$264K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$320K +$323K +21,504 New
SMC
27
Smith, Moore & Co
Missouri
$313K – – –
SPC
28
Sigma Planning Corp
Michigan
$294K +$296K +19,743 New
BCA
29
Biltmore Capital Advisors
New Jersey
$275K +$278K +18,488 New
NCM
30
Narwhal Capital Management
Georgia
$258K – – –
IWC
31
Integrated Wealth Concepts
Massachusetts
$233K +$29.6K +1,971 +14%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$196K – – –
FFA
33
First Foundation Advisors
California
$191K – – –
PA
34
Pinnacle Associates
New York
$190K -$3.08K -205 -2%
WIC
35
Whitegate Investment Counselors
New Hampshire
$189K -$102K -6,775 -35%
CT
36
Cambridge Trust
Massachusetts
$176K – – –
CPIG
37
Chicago Partners Investment Group
Illinois
$170K – – –
EWM
38
Edge Wealth Management
New York
$168K -$63K -4,200 -27%
TSS
39
Two Sigma Securities
New York
$164K +$165K +11,005 New
PCP
40
Proficio Capital Partners
Massachusetts
$162K -$264K -17,620 -62%
AOWM
41
Alpha Omega Wealth Management
Virginia
$152K – – –
LCM
42
Landscape Capital Management
New Jersey
$150K +$151K +10,070 New
WIA
43
Wealthstreet Investment Advisors
Texas
$149K – – –
CFG
44
Citizens Financial Group
Rhode Island
$142K – – –
AF
45
Advisornet Financial
Minnesota
$140K +$111K +7,400 +370%
CWA
46
Capital Wealth Alliance
Arizona
$109K +$109K +7,283 New
SFS
47
Sowell Financial Services
Arkansas
$100K -$12.8K -850 -11%
PA
48
Procyon Advisors
Connecticut
$75K +$75.6K +5,036 New
CFA
49
Carroll Financial Associates
North Carolina
$74K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$62K – – –
1
2
3

BKK Hedge Fund Activity: Q4 2019 in Review

57 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q4 2019, worth a combined $31.5M — up 4.6% from $30.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKK positions and 1 closed out — a net gain of 10 holders — while 9 added to existing stakes and 18 trimmed.

The largest buyer was Magnus Financial Group, adding an estimated $886K. The largest seller was Stratos Wealth Partners, cutting an estimated $330K.

  • 57 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q4 2019, up from 48 in Q3 2019.
  • Funds reported $31.5M of Blackrock Municipal 2020 Term Trust stock for Q4 2019, up 4.6% quarter-over-quarter.
  • 11 funds opened new Blackrock Municipal 2020 Term Trust positions in Q4 2019 and 1 closed out, a net change of +10 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q4 2019 was Magnus Financial Group, an estimated $886K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q4 2019 was Stratos Wealth Partners, an estimated $330K sold.

Based on aggregated 13F filings for Q4 2019.