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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 $47.3M invested in Blackrock Municipal 2020 Term Trust in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $31.5M → $47.3M (+$15.8M)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

0% more funds holding

Funds holding: 57 → 57 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
13
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$8.3M
2
EVM
Eaton Vance Management
Massachusetts
+$4.98M
3
MWM
Maltin Wealth Management
New Jersey
+$3.12M
4
RCM
Rivernorth Capital Management
Florida
+$2.66M
5
OCA
Otter Creek Advisors
Florida
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
WKWM
Walter & Keenan Wealth Management
Indiana
-$835K
2
UBS Group
UBS Group
Switzerland
-$670K
3
SWP
Stratos Wealth Partners
Ohio
-$578K
4
Morgan Stanley
Morgan Stanley
New York
-$571K
5
Bank of America
Bank of America
North Carolina
-$565K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$363K -$171K -11,493 -32%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$345K -$436K -29,360 -55%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$337K +$22.3K +1,500 +7%
ST
29
Sentinel Trust
Texas
$327K +$331K +22,300 New
SIA
30
Sit Investment Associates
Minnesota
$293K +$297K +20,000 New
KWA
31
KCS Wealth Advisory
California
$244K +$246K +16,604 New
NCM
32
Narwhal Capital Management
Georgia
$240K -$14.1K -950 -5%
IWC
33
Integrated Wealth Concepts
Massachusetts
$209K -$21.2K -1,429 -9%
WIC
34
Whitegate Investment Counselors
New Hampshire
$186K – – –
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$177K -$16.7K -1,125 -9%
CT
36
Cambridge Trust
Massachusetts
$174K – – –
CPIG
37
Chicago Partners Investment Group
Illinois
$169K – – –
PCP
38
Proficio Capital Partners
Massachusetts
$160K – – –
EWM
39
Edge Wealth Management
New York
$156K -$10.3K -695 -6%
AOWM
40
Alpha Omega Wealth Management
Virginia
$150K – – –
WIA
41
Wealthstreet Investment Advisors
Texas
$147K – – –
IAP
42
Indie Asset Partners
Indiana
$147K +$148K +10,000 New
AF
43
Advisornet Financial
Minnesota
$141K +$2.97K +200 +2%
CFG
44
Citizens Financial Group
Rhode Island
$140K – – –
1CP
45
1607 Capital Partners
Virginia
$128K +$129K +8,700 New
SFS
46
Sowell Financial Services
Arkansas
$98K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$90K +$90.6K +6,105 New
FIA
48
FNY Investment Advisers
New York
$79K +$80.1K +5,400 New
PA
49
Procyon Advisors
Connecticut
$74K – – –
CFA
50
Carroll Financial Associates
North Carolina
$73K – – –
1
2
3

BKK Hedge Fund Activity: Q1 2020 in Review

57 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q1 2020, worth a combined $47.3M — up 50% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BKK positions and 12 closed out — a net gain of 2 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $8.3M. The largest seller was Walter & Keenan Wealth Management, exiting entirely with an estimated $835K sold.

  • 57 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $47.3M of Blackrock Municipal 2020 Term Trust stock for Q1 2020, up 50% quarter-over-quarter.
  • 14 funds opened new Blackrock Municipal 2020 Term Trust positions in Q1 2020 and 12 closed out, a net change of +2 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q1 2020 was Karpus Investment Management, an estimated $8.3M added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q1 2020 was Walter & Keenan Wealth Management, an estimated $835K sold.

Based on aggregated 13F filings for Q1 2020.