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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

54 hedge funds and large institutions have $41M invested in Blackrock Municipal 2020 Term Trust in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

20% more funds holding

Funds holding: 4554 (+9)

5% more capital invested

Capital invested by funds: $39M → $41M (+$1.98M)

Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
10
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
$6.86M -$696K -46,005 -9%
Morgan Stanley
2
Morgan Stanley
New York
$5.84M +$379K +25,035 +7%
UBS Group
3
UBS Group
Switzerland
$4.57M -$177K -11,696 -4%
Wells Fargo
4
Wells Fargo
California
$3.9M +$31.3K +2,070 +0.8%
LFR
5
Lehman Financial Resources
Pennsylvania
$1.92M -$56K -3,700 -3%
WKWM
6
Walter & Keenan Wealth Management
Indiana
$1.62M -$53K -3,500 -3%
NL
7
NWAM LLC
Washington
$1.55M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.17M -$14.9K -985 -1%
SLA
9
Silver Lake Advisory
Utah
$1.02M -$44.5K -2,944 -4%
Stifel Financial
10
Stifel Financial
Missouri
$980K +$1.54K +102 +0.2%
Ameriprise
11
Ameriprise
Minnesota
$962K +$166K +10,965 +21%
SWP
12
Stratos Wealth Partners
Ohio
$872K +$121K +8,020 +16%
CPIG
13
Chicago Partners Investment Group
Illinois
$788K +$3K +198 +0.4%
JCM
14
Jacobi Capital Management
Pennsylvania
$717K -$11.4K -754 -2%
RC
15
Roundview Capital
New Jersey
$717K +$53K +3,500 +8%
VanEck Associates
16
VanEck Associates
New York
$553K +$7.4K +489 +1%
PCP
17
Proficio Capital Partners
Massachusetts
$510K
WIC
18
Whitegate Investment Counselors
New Hampshire
$499K +$49.2K +3,250 +11%
PAG
19
Private Advisor Group
New Jersey
$428K +$427K +28,236 New
PFS
20
Prospera Financial Services
Texas
$406K +$204K +13,498 +101%
LNB
21
Ledyard National Bank
$395K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$372K +$106K +7,039 +40%
LPL Financial
23
LPL Financial
California
$348K +$197 +13 +0.1%
AG
24
Advisor Group
Arizona
$317K +$161K +10,639 +103%
SMC
25
Smith, Moore & Co
Missouri
$317K +$318K +21,052 New

BKK Hedge Fund Activity: Q2 2018 in Review

54 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q2 2018, worth a combined $41M — up 5.1% from $39M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKK positions and 1 closed out — a net gain of 9 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $427K. The largest seller was Bank of America, cutting an estimated $696K.

  • 54 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q2 2018, up from 45 in Q1 2018.
  • Funds reported $41M of Blackrock Municipal 2020 Term Trust stock for Q2 2018, up 5.1% quarter-over-quarter.
  • 10 funds opened new Blackrock Municipal 2020 Term Trust positions in Q2 2018 and 1 closed out, a net change of +9 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q2 2018 was Private Advisor Group, an estimated $427K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q2 2018 was Bank of America, an estimated $696K sold.

Based on aggregated 13F filings for Q2 2018.