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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

38 hedge funds and large institutions have $35.1M invested in Blackrock Municipal 2020 Term Trust in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

27% more funds holding

Funds holding: 3038 (+8)

14% more capital invested

Capital invested by funds: $30.9M → $35.1M (+$4.2M)

Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
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
$8.55M -$837K -53,096 -9%
Morgan Stanley
2
Morgan Stanley
New York
$5.64M +$145K +9,171 +3%
LFR
3
Lehman Financial Resources
Pennsylvania
$4.29M -$51.8K -3,282 -1%
UBS Group
4
UBS Group
Switzerland
$3.98M -$27.5K -1,741 -0.7%
NL
5
NWAM LLC
Washington
$1.79M +$1.78M +113,057 New
WKWM
6
Walter & Keenan Wealth Management
Indiana
$1.78M +$142K +9,000 +9%
LPL Financial
7
LPL Financial
California
$1.71M +$859K +54,473 +103%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.33M +$34.3K +2,172 +3%
Wells Fargo
9
Wells Fargo
California
$1.04M -$9.9K -628 -1%
ASN
10
Advisory Services Network
Georgia
$603K +$599K +38,000 New
Stifel Financial
11
Stifel Financial
Missouri
$433K +$8.52K +540 +2%
RJA
12
Raymond James & Associates
Florida
$413K +$65.4K +4,147 +19%
CPIG
13
Chicago Partners Investment Group
Illinois
$399K +$195K +12,390 +97%
VanEck Associates
14
VanEck Associates
New York
$347K +$40.7K +2,581 +13%
SMC
15
Smith, Moore & Co
Missouri
$314K
CT
16
Cambridge Trust
Massachusetts
$301K -$47.3K -3,000 -14%
CWM
17
Concert Wealth Management
California
$298K
EWM
18
Evercore Wealth Management
New York
$219K
MFS
19
MSI Financial Services
Massachusetts
$197K +$148K +9,370 +305%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$196K +$189K +11,967 +2,999%
CBU
21
CIBC Bank USA
Illinois
$189K +$1.56K +99 +0.8%
AOWM
22
Alpha Omega Wealth Management
Virginia
$186K +$185K +11,700 New
CFG
23
Citizens Financial Group
Rhode Island
$140K +$139K +8,843 New
SG Americas Securities
24
SG Americas Securities
New York
$137K +$136K +8,649 New
BlackRock
25
BlackRock
New York
$127K +$127K +8,021 New

BKK Hedge Fund Activity: Q4 2015 in Review

38 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q4 2015, worth a combined $35.1M — up 14% from $30.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKK positions and 2 closed out — a net gain of 8 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was NWAM LLC, opening a new position worth an estimated $1.78M. The largest seller was Bank of America, cutting an estimated $837K.

  • 38 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q4 2015, up from 30 in Q3 2015.
  • Funds reported $35.1M of Blackrock Municipal 2020 Term Trust stock for Q4 2015, up 14% quarter-over-quarter.
  • 10 funds opened new Blackrock Municipal 2020 Term Trust positions in Q4 2015 and 2 closed out, a net change of +8 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q4 2015 was NWAM LLC, an estimated $1.78M added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q4 2015 was Bank of America, an estimated $837K sold.

Based on aggregated 13F filings for Q4 2015.