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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

39 hedge funds and large institutions have $38.4M invested in Blackrock Municipal 2020 Term Trust in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

2% less capital invested

Capital invested by funds: $39.2M → $38.4M (-$819K)

5% less funds holding

Funds holding: 4139 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
9
Closed
5
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
$7.77M +$72.1K +4,387 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$5.2M +$74.5K +4,530 +1%
UBS Group
3
UBS Group
Switzerland
$5.11M -$51.1K -3,110 -1%
LFR
4
Lehman Financial Resources
Pennsylvania
$4.34M -$119K -7,226 -3%
WKWM
5
Walter & Keenan Wealth Management
Indiana
$2.04M +$41.1K +2,500 +2%
NL
6
NWAM LLC
Washington
$1.81M -$52.6K -3,200 -3%
Wells Fargo
7
Wells Fargo
California
$1.66M -$403K -24,487 -20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.54M +$141K +8,564 +10%
SLA
9
Silver Lake Advisory
Utah
$1.32M +$8.24K +501 +0.6%
VanEck Associates
10
VanEck Associates
New York
$747K +$77.1K +4,688 +12%
JCM
11
Jacobi Capital Management
Pennsylvania
$706K +$3.58K +218 +0.5%
ASN
12
Advisory Services Network
Georgia
$659K +$1.64K +100 +0.3%
Stifel Financial
13
Stifel Financial
Missouri
$631K -$14.2K -861 -2%
CPIG
14
Chicago Partners Investment Group
Illinois
$548K +$4.46K +271 +0.8%
LPL Financial
15
LPL Financial
California
$535K -$421K -25,589 -44%
SMC
16
Smith, Moore & Co
Missouri
$326K
CWM
17
Concert Wealth Management
California
$309K
CT
18
Cambridge Trust
Massachusetts
$295K -$9.86K -600 -3%
RJA
19
Raymond James & Associates
Florida
$277K -$177K -10,797 -39%
WIC
20
Whitegate Investment Counselors
New Hampshire
$270K
EWM
21
Evercore Wealth Management
New York
$227K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$224K +$223K +13,590 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$220K +$219K +13,349 New
CBU
24
CIBC Bank USA
Illinois
$201K +$1.61K +98 +0.8%
MFS
25
MSI Financial Services
Massachusetts
$198K +$5.74K +349 +3%

BKK Hedge Fund Activity: Q3 2016 in Review

39 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q3 2016, worth a combined $38.4M — down 2.1% from $39.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BKK and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 15 added.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $223K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $467K sold.

  • 39 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q3 2016, down from 41 in Q2 2016.
  • Funds reported $38.4M of Blackrock Municipal 2020 Term Trust stock for Q3 2016, down 2.1% quarter-over-quarter.
  • 4 funds opened new Blackrock Municipal 2020 Term Trust positions in Q3 2016 and 5 closed out, a net change of -1 holder.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q3 2016 was Raymond James Financial Services Advisors, an estimated $223K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q3 2016 was Curi RMB Capital, an estimated $467K sold.

Based on aggregated 13F filings for Q3 2016.