We are live on ! Find out more
BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

43 hedge funds and large institutions have $40.2M invested in Blackrock Municipal 2020 Term Trust in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

1% less capital invested

Capital invested by funds: $40.7M → $40.2M (-$485K)

2% less funds holding

Funds holding: 4443 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
9
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
$8.03M -$211K -13,348 -3%
UBS Group
2
UBS Group
Switzerland
$5.91M -$138K -8,705 -2%
Morgan Stanley
3
Morgan Stanley
New York
$5.82M +$81.4K +5,146 +1%
LFR
4
Lehman Financial Resources
Pennsylvania
$3.56M -$31.4K -1,986 -0.9%
Wells Fargo
5
Wells Fargo
California
$3.1M +$875K +55,345 +39%
WKWM
6
Walter & Keenan Wealth Management
Indiana
$1.86M +$23.7K +1,500 +1%
NL
7
NWAM LLC
Washington
$1.62M
SLA
8
Silver Lake Advisory
Utah
$1.05M +$53.4K +3,378 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1M -$633K -40,026 -39%
Ameriprise
10
Ameriprise
Minnesota
$873K -$26K -1,642 -3%
Stifel Financial
11
Stifel Financial
Missouri
$696K +$25.4K +1,605 +4%
JCM
12
Jacobi Capital Management
Pennsylvania
$676K +$3.7K +234 +0.5%
VanEck Associates
13
VanEck Associates
New York
$537K +$78.6K +4,972 +17%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$469K +$22.8K +1,444 +5%
WIC
15
Whitegate Investment Counselors
New Hampshire
$446K +$17.4K +1,100 +4%
LPL Financial
16
LPL Financial
California
$362K -$525K -33,181 -59%
SMC
17
Smith, Moore & Co
Missouri
$312K
EWM
18
Edge Wealth Management
New York
$310K +$175K +11,090 +129%
SFS
19
Sowell Financial Services
Arkansas
$294K
RJA
20
Raymond James & Associates
Florida
$281K +$123K +7,776 +78%
M&T Bank
21
M&T Bank
New York
$271K
EWM
22
Evercore Wealth Management
New York
$217K
RJFSA
23
Raymond James Financial Services Advisors
Florida
$199K +$16.6K +1,050 +9%
CBU
24
CIBC Bank USA
Illinois
$197K +$1.65K +104 +0.8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$190K +$190K +12,042 New

BKK Hedge Fund Activity: Q2 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q2 2017, worth a combined $40.2M — down 1.2% from $40.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BKK and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 17 added.

The largest buyer was Wells Fargo, adding an estimated $875K. The largest seller was Commonwealth Equity Services, cutting an estimated $633K.

  • 43 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q2 2017, down from 44 in Q1 2017.
  • Funds reported $40.2M of Blackrock Municipal 2020 Term Trust stock for Q2 2017, down 1.2% quarter-over-quarter.
  • 3 funds opened new Blackrock Municipal 2020 Term Trust positions in Q2 2017 and 4 closed out, a net change of -1 holder.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q2 2017 was Wells Fargo, an estimated $875K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q2 2017 was Commonwealth Equity Services, an estimated $633K sold.

Based on aggregated 13F filings for Q2 2017.