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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

26 hedge funds and large institutions have $30.5M invested in Blackrock Municipal 2020 Term Trust in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

7% more capital invested

Capital invested by funds: $28.5M → $30.5M (+$1.97M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 2926 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
8
Reduced
6
Closed
8
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
$8.06M -$152K -9,425 -2%
Morgan Stanley
2
Morgan Stanley
New York
$5.62M -$200K -12,394 -3%
LFR
3
Lehman Financial Resources
Pennsylvania
$4.53M +$141K +8,771 +3%
UBS Group
4
UBS Group
Switzerland
$3.35M +$3.3M +204,704 New
WKWM
5
Walter & Keenan Wealth Management
Indiana
$1.69M +$61.2K +3,800 +4%
Wells Fargo
6
Wells Fargo
California
$1.19M +$48.2K +2,991 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.18M -$34.5K -2,142 -3%
LPL Financial
8
LPL Financial
California
$996K -$43.2K -2,682 -4%
NL
9
NWAM LLC
Washington
$742K +$730K +45,275 New
Stifel Financial
10
Stifel Financial
Missouri
$435K +$428K +26,582 New
CT
11
Cambridge Trust
Massachusetts
$360K
RJA
12
Raymond James & Associates
Florida
$342K +$18K +1,116 +6%
SMC
13
Smith, Moore & Co
Missouri
$324K
FHA
14
First Horizon Advisors
Tennessee
$319K +$61.2K +3,800 +24%
CWM
15
Concert Wealth Management
California
$307K +$302K +18,720 New
VanEck Associates
16
VanEck Associates
New York
$228K +$41.6K +2,584 +23%
CBU
17
CIBC Bank USA
Illinois
$193K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$183K -$17.3K -1,073 -9%
SG Americas Securities
19
SG Americas Securities
New York
$161K +$158K +9,823 New
BIM
20
BlackRock Investment Management
Delaware
$128K +$126K +7,823 New
MFS
21
MSI Financial Services
Massachusetts
$57K +$5.17K +321 +10%
AWM
22
Avior Wealth Management
Nebraska
$50K
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$24K
TDC
24
Thompson Davis & Co
Virginia
$17K +$226 +14 +1%
CTC
25
Central Trust Company
Missouri
$8K -$3.06K -190 -28%

BKK Hedge Fund Activity: Q4 2014 in Review

26 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q4 2014, worth a combined $30.5M — up 6.9% from $28.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BKK and 6 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was NWAM LLC, opening a new position worth an estimated $730K. The largest seller was Invesco, exiting entirely with an estimated $493K sold.

  • 26 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q4 2014, down from 29 in Q3 2014.
  • Funds reported $30.5M of Blackrock Municipal 2020 Term Trust stock for Q4 2014, up 6.9% quarter-over-quarter.
  • 6 funds opened new Blackrock Municipal 2020 Term Trust positions in Q4 2014 and 8 closed out, a net change of -2 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q4 2014 was NWAM LLC, an estimated $730K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q4 2014 was Invesco, an estimated $493K sold.

Based on aggregated 13F filings for Q4 2014.