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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

32 hedge funds and large institutions have $26.6M invested in Blackrock Municipal 2020 Term Trust in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

10% more funds holding

Funds holding: 2932 (+3)

1% less capital invested

Capital invested by funds: $26.9M → $26.6M (-$286K)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.03M -$904K -55,607 -15%
Morgan Stanley
2
Morgan Stanley
New York
$4.74M +$109K +6,696 +2%
Invesco
3
Invesco
Georgia
$3.88M -$3.24M -199,441 -46%
U
4
UBS
Switzerland
$2.46M +$273K +16,810 +13%
WKWM
5
Walter & Keenan Wealth Management
Indiana
$1.5M +$1.48M +91,300 New
LPL Financial
6
LPL Financial
California
$1.45M +$169K +10,400 +13%
Wells Fargo
7
Wells Fargo
California
$1.25M -$44.6K -2,743 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.15M +$69.8K +4,293 +6%
NL
9
NWAM LLC
Washington
$1.13M +$274K +16,867 +32%
LFR
10
Lehman Financial Resources
Pennsylvania
$706K +$475K +29,200 +210%
NG
11
NatWest Group
United Kingdom
$549K -$106K -6,500 -16%
RJA
12
Raymond James & Associates
Florida
$475K +$32.7K +2,010 +7%
CT
13
Cambridge Trust
Massachusetts
$360K
FHA
14
First Horizon Advisors
Tennessee
$312K -$273K -16,800 -47%
SMC
15
Smith, Moore & Co
Missouri
$291K +$289K +17,783 New
GC
16
Guggenheim Capital
Illinois
$229K -$47.8K -2,942 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$215K +$31.4K +1,934 +17%
CBU
18
CIBC Bank USA
Illinois
$193K
WIC
19
Whitegate Investment Counselors
New Hampshire
$190K +$191K +11,750 New
VanEck Associates
20
VanEck Associates
New York
$163K +$34.3K +2,110 +27%
EWM
21
Evercore Wealth Management
New York
$63K
AWM
22
Avior Wealth Management
Nebraska
$50K +$49.6K +3,048 New
US Bancorp
23
US Bancorp
Minnesota
$38K
PP
24
Palladium Partners
Virginia
$38K +$37.4K +2,300 New
MFS
25
MSI Financial Services
Massachusetts
$33K +$1.63K +100 +5%

BKK Hedge Fund Activity: Q1 2014 in Review

32 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q1 2014, worth a combined $26.6M — down 1.1% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BKK positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Lehman Financial Resources, adding an estimated $475K. The largest seller was Invesco, cutting an estimated $3.24M.

  • 32 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q1 2014, up from 29 in Q4 2013.
  • Funds reported $26.6M of Blackrock Municipal 2020 Term Trust stock for Q1 2014, down 1.1% quarter-over-quarter.
  • 5 funds opened new Blackrock Municipal 2020 Term Trust positions in Q1 2014 and 2 closed out, a net change of +3 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q1 2014 was Lehman Financial Resources, an estimated $475K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q1 2014 was Invesco, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2014.