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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

43 hedge funds and large institutions have $36.8M invested in Blackrock Municipal 2020 Term Trust in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

10% more funds holding

Funds holding: 3943 (+4)

4% less capital invested

Capital invested by funds: $38.4M → $36.8M (-$1.55M)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
12
Closed
1
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
$8.09M +$962K +60,628 +13%
Morgan Stanley
2
Morgan Stanley
New York
$4.91M +$120K +7,589 +2%
UBS Group
3
UBS Group
Switzerland
$4.64M -$74.4K -4,691 -2%
LFR
4
Lehman Financial Resources
Pennsylvania
$4.01M +$10.5K +664 +0.3%
WKWM
5
Walter & Keenan Wealth Management
Indiana
$1.9M +$15.9K +1,000 +0.8%
NL
6
NWAM LLC
Washington
$1.56M -$109K -6,850 -6%
Wells Fargo
7
Wells Fargo
California
$1.4M -$133K -8,363 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.38M -$45.6K -2,871 -3%
SLA
9
Silver Lake Advisory
Utah
$986K -$243K -15,338 -19%
VKH
10
Virtu KCG Holdings
New York
$587K +$613K +38,658 New
CPIG
11
Chicago Partners Investment Group
Illinois
$558K +$55.1K +3,471 +10%
LPL Financial
12
LPL Financial
California
$504K +$9.97K +628 +2%
Stifel Financial
13
Stifel Financial
Missouri
$500K -$86.2K -5,433 -14%
SG Americas Securities
14
SG Americas Securities
New York
$497K +$520K +32,740 New
JCM
15
Jacobi Capital Management
Pennsylvania
$469K -$196K -12,368 -29%
DA
16
Doliver Advisors
Texas
$464K +$485K +30,533 New
VanEck Associates
17
VanEck Associates
New York
$426K -$275K -17,318 -38%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$369K +$173K +10,930 +82%
WIC
19
Whitegate Investment Counselors
New Hampshire
$331K +$85.7K +5,400 +33%
SMC
20
Smith, Moore & Co
Missouri
$301K
SFS
21
Sowell Financial Services
Arkansas
$293K +$297K +18,720 New
RJA
22
Raymond James & Associates
Florida
$256K +$1.19K +75 +0.4%
EWM
23
Evercore Wealth Management
New York
$209K
CBU
24
CIBC Bank USA
Illinois
$187K +$2.29K +144 +1%
AIP
25
ARS Investment Partners
New York
$182K +$190K +12,000 New

BKK Hedge Fund Activity: Q4 2016 in Review

43 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q4 2016, worth a combined $36.8M — down 4% from $38.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BKK positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $962K. The largest seller was Concert Wealth Management, exiting entirely with an estimated $309K sold.

  • 43 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q4 2016, up from 39 in Q3 2016.
  • Funds reported $36.8M of Blackrock Municipal 2020 Term Trust stock for Q4 2016, down 4% quarter-over-quarter.
  • 6 funds opened new Blackrock Municipal 2020 Term Trust positions in Q4 2016 and 1 closed out, a net change of +5 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q4 2016 was Bank of America, an estimated $962K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q4 2016 was Concert Wealth Management, an estimated $309K sold.

Based on aggregated 13F filings for Q4 2016.