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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

47 hedge funds and large institutions have $37.6M invested in Blackrock Municipal 2020 Term Trust in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

9% more funds holding

Funds holding: 4347 (+4)

11% less capital invested

Capital invested by funds: $42.2M → $37.6M (-$4.52M)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
12
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
$7.63M +$75.4K +4,933 +1%
Morgan Stanley
2
Morgan Stanley
New York
$5.41M -$169K -11,072 -3%
UBS Group
3
UBS Group
Switzerland
$3.14M -$2.33M -152,546 -42%
Wells Fargo
4
Wells Fargo
California
$3.02M -$221K -14,440 -7%
LFR
5
Lehman Financial Resources
Pennsylvania
$1.88M -$1.54M -100,982 -45%
WKWM
6
Walter & Keenan Wealth Management
Indiana
$1.67M -$76.5K -5,000 -4%
NL
7
NWAM LLC
Washington
$1.54M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.17M -$11.7K -766 -1%
Ameriprise
9
Ameriprise
Minnesota
$1.15M +$429K +28,028 +58%
Stifel Financial
10
Stifel Financial
Missouri
$984K +$323K +21,148 +48%
SLA
11
Silver Lake Advisory
Utah
$954K -$20.7K -1,352 -2%
CPIG
12
Chicago Partners Investment Group
Illinois
$761K +$100K +6,552 +15%
JCM
13
Jacobi Capital Management
Pennsylvania
$728K +$67.6K +4,423 +10%
VanEck Associates
14
VanEck Associates
New York
$655K +$36.8K +2,405 +6%
RC
15
Roundview Capital
New Jersey
$473K +$483K +31,560 New
WIC
16
Whitegate Investment Counselors
New Hampshire
$438K +$14.5K +950 +3%
GP
17
Geneva Partners
Wisconsin
$406K +$9.59K +627 +2%
PCP
18
Proficio Capital Partners
Massachusetts
$403K +$93.5K +6,115 +29%
LNB
19
Ledyard National Bank
$393K
SWP
20
Stratos Wealth Partners
Ohio
$372K +$168K +10,980 +80%
SG Americas Securities
21
SG Americas Securities
New York
$362K +$370K +24,166 New
EWM
22
Edge Wealth Management
New York
$336K -$129K -8,465 -27%
LPL Financial
23
LPL Financial
California
$327K -$70.3K -4,598 -17%
SFS
24
Sowell Financial Services
Arkansas
$284K
SPIA
25
Steward Partners Investment Advisory
New York
$268K +$274K +17,897 New

BKK Hedge Fund Activity: Q4 2017 in Review

47 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q4 2017, worth a combined $37.6M — down 11% from $42.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BKK positions and 5 closed out — a net gain of 4 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Roundview Capital, opening a new position worth an estimated $483K. The largest seller was UBS Group, cutting an estimated $2.33M.

  • 47 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q4 2017, up from 43 in Q3 2017.
  • Funds reported $37.6M of Blackrock Municipal 2020 Term Trust stock for Q4 2017, down 11% quarter-over-quarter.
  • 9 funds opened new Blackrock Municipal 2020 Term Trust positions in Q4 2017 and 5 closed out, a net change of +4 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q4 2017 was Roundview Capital, an estimated $483K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q4 2017 was UBS Group, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2017.