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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 $67.8M invested in Blackrock Municipal 2020 Term Trust in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $70.9M → $67.8M (-$3.1M)

14% less funds holding

Funds holding: 56 → 48 (-8)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
11
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCP
Proficio Capital Partners
Massachusetts
+$194K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$144K
3
AF
Advisornet Financial
Minnesota
+$125K
4
WIA
Wealthstreet Investment Advisors
Texas
+$113K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$86.5K

Top Sellers

Rank Fund Capital Flow
1
RC
Roundview Capital
New Jersey
-$674K
2
PFS
Prospera Financial Services
Texas
-$438K
3
ST
Sentinel Trust
Texas
-$335K
4
KIM
Karpus Investment Management
New York
-$302K
5
RCM
Rivernorth Capital Management
Florida
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$367K -$84.6K -5,626 -19%
PCP
27
Proficio Capital Partners
Massachusetts
$358K +$194K +12,939 +119%
SMH
28
Sanders Morris Harris
Texas
$301K – – –
AF
29
Advisornet Financial
Minnesota
$280K +$125K +8,300 +81%
DWM
30
Dakota Wealth Management
Florida
$267K -$25.1K -1,668 -9%
PFS
31
Prospera Financial Services
Texas
$242K -$438K -29,120 -64%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$222K -$5.2K -346 -2%
NCM
33
Narwhal Capital Management
Georgia
$206K -$39.8K -2,650 -16%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$193K +$90 +6 +0%
WFA
35
Wellspring Financial Advisors
Ohio
$183K – – –
CT
36
Cambridge Trust
Massachusetts
$178K – – –
CPIG
37
Chicago Partners Investment Group
Illinois
$171K – – –
WIC
38
Whitegate Investment Counselors
New Hampshire
$154K -$36.8K -2,450 -19%
AOWM
39
Alpha Omega Wealth Management
Virginia
$153K – – –
SFS
40
Sowell Financial Services
Arkansas
$101K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$81K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$77K – – –
CFA
43
Carroll Financial Associates
North Carolina
$75K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$61K +$17.3K +1,150 +40%
HNB
45
Huntington National Bank
Ohio
$60K – – –
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$30K +$30.1K +2,000 New
BFEC
47
Benjamin F. Edwards & Company
Missouri
$29K – – –
CFFP
48
Center for Financial Planning
Michigan
$10K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
ST
50
Sentinel Trust
Texas
– -$335K -22,300 Closed
1
2
3

BKK Hedge Fund Activity: Q3 2020 in Review

48 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q3 2020, worth a combined $67.8M — down 4.4% from $70.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BKK and 1 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 11 added.

The largest buyer was Proficio Capital Partners, adding an estimated $194K. The largest seller was Roundview Capital, cutting an estimated $674K.

  • 48 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q3 2020, down from 56 in Q2 2020.
  • Funds reported $67.8M of Blackrock Municipal 2020 Term Trust stock for Q3 2020, down 4.4% quarter-over-quarter.
  • 1 fund opened new Blackrock Municipal 2020 Term Trust positions in Q3 2020 and 9 closed out, a net change of -8 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q3 2020 was Proficio Capital Partners, an estimated $194K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q3 2020 was Roundview Capital, an estimated $674K sold.

Based on aggregated 13F filings for Q3 2020.