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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 $28.5M invested in Blackrock Municipal 2020 Term Trust in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

6% more capital invested

Capital invested by funds: $26.8M → $28.5M (+$1.7M)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
11
Reduced
6
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
$7.99M +$478K +29,177 +6%
Morgan Stanley
2
Morgan Stanley
New York
$5.67M +$778K +47,506 +15%
LFR
3
Lehman Financial Resources
Pennsylvania
$4.26M +$3.32M +202,504 +312%
U
4
UBS
Switzerland
$2.7M +$219K +13,346 +9%
WKWM
5
Walter & Keenan Wealth Management
Indiana
$1.58M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.19M +$54.3K +3,319 +5%
Wells Fargo
7
Wells Fargo
California
$1.11M -$61.4K -3,751 -5%
LPL Financial
8
LPL Financial
California
$1.01M -$31.2K -1,907 -3%
Invesco
9
Invesco
Georgia
$493K -$1.25M -76,354 -71%
CT
10
Cambridge Trust
Massachusetts
$350K
RJA
11
Raymond James & Associates
Florida
$315K -$116K -7,085 -26%
SMC
12
Smith, Moore & Co
Missouri
$315K
VKH
13
Virtu KCG Holdings
New York
$276K +$283K +17,302 New
FHA
14
First Horizon Advisors
Tennessee
$253K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$196K +$4.26K +260 +2%
CBU
16
CIBC Bank USA
Illinois
$188K
VanEck Associates
17
VanEck Associates
New York
$181K +$9.4K +574 +5%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$167K +$171K +10,451 New
EWM
19
Evercore Wealth Management
New York
$61K
MFS
20
MSI Financial Services
Massachusetts
$50K +$3.27K +200 +7%
AWM
21
Avior Wealth Management
Nebraska
$49K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$24K
Citigroup
23
Citigroup
New York
$24K +$12.2K +743 +97%
AIG
24
American International Group
New York
$21.2K
TDC
25
Thompson Davis & Co
Virginia
$16K +$164 +10 +1%

BKK Hedge Fund Activity: Q3 2014 in Review

29 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q3 2014, worth a combined $28.5M — up 6.3% from $26.8M a quarter earlier.

Fund positioning in BKK was balanced in Q3 2014: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 6 trimmed.

The largest buyer was Lehman Financial Resources, adding an estimated $3.32M. The largest seller was Invesco, cutting an estimated $1.25M.

  • 29 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $28.5M of Blackrock Municipal 2020 Term Trust stock for Q3 2014, up 6.3% quarter-over-quarter.
  • 2 funds opened new Blackrock Municipal 2020 Term Trust positions in Q3 2014 and 2 closed out, a net change of 0 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q3 2014 was Lehman Financial Resources, an estimated $3.32M added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q3 2014 was Invesco, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2014.