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BKK

Blackrock Municipal 2020 Term Trust

Delisted

BKK was delisted on the 15th of December, 2020.

29 hedge funds and large institutions have $29.1M invested in Blackrock Municipal 2020 Term Trust in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

7% less capital invested

Capital invested by funds: $31.4M → $29.1M (-$2.32M)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$10.2M -$2.92M -180,472 -22%
Bank of America
2
Bank of America
North Carolina
$5.99M +$1.7M +105,168 +40%
Morgan Stanley
3
Morgan Stanley
New York
$4.33M +$300K +18,535 +7%
Wells Fargo
4
Wells Fargo
California
$1.38M -$85.4K -5,284 -6%
LPL Financial
5
LPL Financial
California
$1.18M -$176K -10,867 -13%
NL
6
NWAM LLC
Washington
$900K -$6.08K -376 -0.7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$894K -$7.3K -452 -0.8%
U
8
UBS
Switzerland
$866K -$205K -12,677 -19%
NG
9
NatWest Group
United Kingdom
$652K -$728K -45,050 -53%
RJA
10
Raymond James & Associates
Florida
$457K +$62.7K +3,881 +16%
GC
11
Guggenheim Capital
Illinois
$399K -$7.32K -453 -2%
CT
12
Cambridge Trust
Massachusetts
$358K
Comerica Bank
13
Comerica Bank
Texas
$327K -$44.1K -2,732 -12%
FHA
14
First Horizon Advisors
Tennessee
$320K +$65.1K +4,030 +26%
CBU
15
CIBC Bank USA
Illinois
$192K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$189K
VanEck Associates
17
VanEck Associates
New York
$139K -$28.9K -1,787 -17%
EWM
18
Evercore Wealth Management
New York
$62K
US Bancorp
19
US Bancorp
Minnesota
$38K
PP
20
Palladium Partners
Virginia
$37K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$32K +$32.3K +2,000 New
DLG
22
Daniel L. Goodwin
$28K +$27.5K +1,700 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$24K -$8.73K -540 -27%
MFS
24
MSI Financial Services
Massachusetts
$22K +$4.85K +300 +28%
AIG
25
American International Group
New York
$21.7K

BKK Hedge Fund Activity: Q3 2013 in Review

29 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q3 2013, worth a combined $29.1M — down 7.4% from $31.4M a quarter earlier.

Fund positioning in BKK was balanced in Q3 2013: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $1.7M. The largest seller was Invesco, cutting an estimated $2.92M.

  • 29 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $29.1M of Blackrock Municipal 2020 Term Trust stock for Q3 2013, down 7.4% quarter-over-quarter.
  • 2 funds opened new Blackrock Municipal 2020 Term Trust positions in Q3 2013 and 2 closed out, a net change of 0 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q3 2013 was Bank of America, an estimated $1.7M added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q3 2013 was Invesco, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2013.