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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 $42.2M invested in Blackrock Municipal 2020 Term Trust in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

5% more capital invested

Capital invested by funds: $40.2M → $42.2M (+$1.95M)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
7
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
$7.89M -$80.5K -5,133 -1%
Morgan Stanley
2
Morgan Stanley
New York
$5.82M +$48K +3,061 +0.8%
UBS Group
3
UBS Group
Switzerland
$5.66M -$203K -12,934 -3%
LFR
4
Lehman Financial Resources
Pennsylvania
$3.54M -$12.3K -787 -0.3%
Wells Fargo
5
Wells Fargo
California
$3.38M +$304K +19,419 +10%
WKWM
6
Walter & Keenan Wealth Management
Indiana
$1.82M -$15.7K -1,000 -0.9%
NL
7
NWAM LLC
Washington
$1.61M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.23M +$236K +15,031 +24%
SLA
9
Silver Lake Advisory
Utah
$1.02M -$29.4K -1,874 -3%
Ameriprise
10
Ameriprise
Minnesota
$760K -$107K -6,793 -12%
CPIG
11
Chicago Partners Investment Group
Illinois
$692K +$542K +34,584 +360%
Stifel Financial
12
Stifel Financial
Missouri
$688K +$1.58K +101 +0.2%
JCM
13
Jacobi Capital Management
Pennsylvania
$678K +$3.28K +209 +0.5%
VanEck Associates
14
VanEck Associates
New York
$646K +$113K +7,214 +21%
EWM
15
Edge Wealth Management
New York
$484K +$176K +11,252 +57%
WIC
16
Whitegate Investment Counselors
New Hampshire
$442K
GP
17
Geneva Partners
Wisconsin
$414K +$414K +26,422 New
LPL Financial
18
LPL Financial
California
$413K +$53.5K +3,409 +15%
LNB
19
Ledyard National Bank
$410K +$411K +26,200 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$398K -$67.4K -4,300 -14%
RJA
21
Raymond James & Associates
Florida
$331K +$52.6K +3,355 +19%
PCP
22
Proficio Capital Partners
Massachusetts
$325K +$200K +12,735 +159%
SMC
23
Smith, Moore & Co
Missouri
$310K
SFS
24
Sowell Financial Services
Arkansas
$286K
M&T Bank
25
M&T Bank
New York
$269K

BKK Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $42.2M — up 4.9% from $40.2M a quarter earlier.

Fund positioning in BKK was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 7 trimmed.

The largest buyer was Chicago Partners Investment Group, adding an estimated $542K. The largest seller was UBS Group, cutting an estimated $203K.

  • 43 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $42.2M of Blackrock Municipal 2020 Term Trust stock for Q3 2017, up 4.9% quarter-over-quarter.
  • 5 funds opened new Blackrock Municipal 2020 Term Trust positions in Q3 2017 and 5 closed out, a net change of 0 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q3 2017 was Chicago Partners Investment Group, an estimated $542K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q3 2017 was UBS Group, an estimated $203K sold.

Based on aggregated 13F filings for Q3 2017.