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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

30 hedge funds and large institutions have $33.2M invested in Blackrock Municipal 2020 Term Trust in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

7% more funds holding

Funds holding: 2830 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $34.3M → $33.2M (-$1.11M)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.81%
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
4
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
$10.2M +$645K +40,282 +7%
Morgan Stanley
2
Morgan Stanley
New York
$5.31M +$211K +13,181 +4%
LFR
3
Lehman Financial Resources
Pennsylvania
$4.44M +$22.7K +1,415 +0.5%
UBS Group
4
UBS Group
Switzerland
$3.8M -$697K -43,483 -15%
WKWM
5
Walter & Keenan Wealth Management
Indiana
$1.52M -$76.9K -4,800 -5%
Wells Fargo
6
Wells Fargo
California
$1.18M +$45.8K +2,858 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.15M +$27.3K +1,703 +2%
LPL Financial
8
LPL Financial
California
$962K +$24.5K +1,527 +3%
NL
9
NWAM LLC
Washington
$778K -$4.41K -275 -0.5%
SLA
10
Silver Lake Advisory
Utah
$691K +$715K +44,640 New
Stifel Financial
11
Stifel Financial
Missouri
$413K +$1.67K +104 +0.4%
CT
12
Cambridge Trust
Massachusetts
$340K
SMC
13
Smith, Moore & Co
Missouri
$306K
CWM
14
Concert Wealth Management
California
$290K
FHA
15
First Horizon Advisors
Tennessee
$288K -$71.7K -4,473 -19%
MIG
16
Mariner Investment Group
New York
$283K +$293K +18,299 New
VanEck Associates
17
VanEck Associates
New York
$275K +$33.7K +2,101 +13%
EWM
18
Evercore Wealth Management
New York
$213K
BIM
19
BlackRock Investment Management
Delaware
$213K +$221K +13,800 New
CBU
20
CIBC Bank USA
Illinois
$183K
CPIG
21
Chicago Partners Investment Group
Illinois
$97K +$99.9K +6,238 New
NFG
22
Next Financial Group
Texas
$52K
MFS
23
MSI Financial Services
Massachusetts
$48K -$6.01K -375 -11%
AWM
24
Avior Wealth Management
Nebraska
$47K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$32K -$11.6K -721 -26%

BKK Hedge Fund Activity: Q2 2015 in Review

30 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q2 2015, worth a combined $33.2M — down 3.2% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BKK positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Silver Lake Advisory, opening a new position worth an estimated $715K. The largest seller was UBS Group, cutting an estimated $697K.

  • 30 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q2 2015, up from 28 in Q1 2015.
  • Funds reported $33.2M of Blackrock Municipal 2020 Term Trust stock for Q2 2015, down 3.2% quarter-over-quarter.
  • 6 funds opened new Blackrock Municipal 2020 Term Trust positions in Q2 2015 and 4 closed out, a net change of +2 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q2 2015 was Silver Lake Advisory, an estimated $715K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q2 2015 was UBS Group, an estimated $697K sold.

Based on aggregated 13F filings for Q2 2015.