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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

41 hedge funds and large institutions have $39.2M invested in Blackrock Municipal 2020 Term Trust in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $34.9M → $39.2M (+$4.32M)

5% more funds holding

Funds holding: 3941 (+2)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
7
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
$7.63M +$152K +9,425 +2%
UBS Group
2
UBS Group
Switzerland
$5.12M +$512K +31,729 +11%
Morgan Stanley
3
Morgan Stanley
New York
$5.08M +$98.4K +6,101 +2%
LFR
4
Lehman Financial Resources
Pennsylvania
$4.42M -$22.7K -1,409 -0.5%
Wells Fargo
5
Wells Fargo
California
$2.04M +$1.04M +64,199 +105%
WKWM
6
Walter & Keenan Wealth Management
Indiana
$1.99M +$32.3K +2,000 +2%
NL
7
NWAM LLC
Washington
$1.85M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.39M +$14.4K +892 +1%
SLA
9
Silver Lake Advisory
Utah
$1.3M +$1.29M +79,776 New
LPL Financial
10
LPL Financial
California
$943K -$828K -51,326 -47%
JCM
11
Jacobi Capital Management
Pennsylvania
$692K +$686K +42,510 New
VanEck Associates
12
VanEck Associates
New York
$664K +$102K +6,337 +18%
ASN
13
Advisory Services Network
Georgia
$652K +$30.6K +1,900 +5%
Stifel Financial
14
Stifel Financial
Missouri
$641K +$38.7K +2,401 +7%
CPIG
15
Chicago Partners Investment Group
Illinois
$539K +$129K +7,991 +32%
CRC
16
Curi RMB Capital
Illinois
$467K +$461K +28,573 New
RJA
17
Raymond James & Associates
Florida
$450K +$822 +51 +0.2%
GP
18
Geneva Partners
Wisconsin
$415K +$424K +26,320 New
SMC
19
Smith, Moore & Co
Missouri
$323K
CWM
20
Concert Wealth Management
California
$305K
CT
21
Cambridge Trust
Massachusetts
$302K -$8.06K -500 -3%
WIC
22
Whitegate Investment Counselors
New Hampshire
$268K +$264K +16,400 New
EWM
23
Evercore Wealth Management
New York
$225K
CBU
24
CIBC Bank USA
Illinois
$197K +$1.61K +100 +0.8%
MFS
25
MSI Financial Services
Massachusetts
$191K -$2.18K -135 -1%

BKK Hedge Fund Activity: Q2 2016 in Review

41 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q2 2016, worth a combined $39.2M — up 12% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BKK positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Silver Lake Advisory, opening a new position worth an estimated $1.29M. The largest seller was LPL Financial, cutting an estimated $828K.

  • 41 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q2 2016, up from 39 in Q1 2016.
  • Funds reported $39.2M of Blackrock Municipal 2020 Term Trust stock for Q2 2016, up 12% quarter-over-quarter.
  • 6 funds opened new Blackrock Municipal 2020 Term Trust positions in Q2 2016 and 4 closed out, a net change of +2 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q2 2016 was Silver Lake Advisory, an estimated $1.29M added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q2 2016 was LPL Financial, an estimated $828K sold.

Based on aggregated 13F filings for Q2 2016.