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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 $26.8M invested in Blackrock Municipal 2020 Term Trust in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

1% more capital invested

Capital invested by funds: $26.6M → $26.8M (+$252K)

9% less funds holding

Funds holding: 3229 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
13
Reduced
8
Closed
3
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
$7.69M +$2.74M +164,951 +54%
Morgan Stanley
2
Morgan Stanley
New York
$5.02M +$311K +18,725 +6%
U
3
UBS
Switzerland
$2.54M +$94K +5,670 +4%
Invesco
4
Invesco
Georgia
$1.75M -$2.15M -129,626 -55%
WKWM
5
Walter & Keenan Wealth Management
Indiana
$1.62M +$133K +8,000 +9%
Wells Fargo
6
Wells Fargo
California
$1.19M -$49.5K -2,983 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.16M +$11.4K +686 +1%
NL
8
NWAM LLC
Washington
$1.13M +$5.62K +339 +0.5%
LPL Financial
9
LPL Financial
California
$1.06M -$386K -23,260 -26%
LFR
10
Lehman Financial Resources
Pennsylvania
$1.06M +$363K +21,885 +51%
RJA
11
Raymond James & Associates
Florida
$437K -$36.9K -2,223 -8%
NG
12
NatWest Group
United Kingdom
$363K -$187K -11,250 -34%
CT
13
Cambridge Trust
Massachusetts
$358K
SMC
14
Smith, Moore & Co
Missouri
$322K +$33.2K +2,000 +11%
FHA
15
First Horizon Advisors
Tennessee
$262K -$51.9K -3,129 -16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$196K -$18.9K -1,142 -9%
CBU
17
CIBC Bank USA
Illinois
$192K
VanEck Associates
18
VanEck Associates
New York
$175K +$13.8K +831 +8%
EWM
19
Evercore Wealth Management
New York
$62K
AWM
20
Avior Wealth Management
Nebraska
$50K +$182 +11 +0.4%
MFS
21
MSI Financial Services
Massachusetts
$48K +$15K +904 +45%
US Bancorp
22
US Bancorp
Minnesota
$38K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$24K
AIG
24
American International Group
New York
$21.7K
TDC
25
Thompson Davis & Co
Virginia
$16K +$66 +4 +0.4%

BKK Hedge Fund Activity: Q2 2014 in Review

29 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q2 2014, worth a combined $26.8M — up 0.95% from $26.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BKK and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 13 added.

The largest buyer was Bank of America, adding an estimated $2.74M. The largest seller was Invesco, cutting an estimated $2.15M.

  • 29 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q2 2014, down from 32 in Q1 2014.
  • Funds reported $26.8M of Blackrock Municipal 2020 Term Trust stock for Q2 2014, up 0.95% quarter-over-quarter.
  • 1 fund opened new Blackrock Municipal 2020 Term Trust positions in Q2 2014 and 3 closed out, a net change of -2 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q2 2014 was Bank of America, an estimated $2.74M added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q2 2014 was Invesco, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2014.