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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

50 hedge funds and large institutions have $34.3M invested in Blackrock Municipal 2020 Term Trust in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 5350 (-3)

8% less capital invested

Capital invested by funds: $37.3M → $34.3M (-$2.99M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
22
Closed
6
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
$6.17M -$536K -36,245 -8%
UBS Group
2
UBS Group
Switzerland
$4.36M -$75.6K -5,110 -2%
Morgan Stanley
3
Morgan Stanley
New York
$3.14M -$706K -47,752 -18%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$1.83M +$1.83M +123,968 New
NL
5
NWAM LLC
Washington
$1.52M
Wells Fargo
6
Wells Fargo
California
$1.5M -$2.09M -141,037 -58%
WKWM
7
Walter & Keenan Wealth Management
Indiana
$1.23M -$303K -20,500 -20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.12M +$31.4K +2,122 +3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.03M +$1.04M +69,980 New
SWP
10
Stratos Wealth Partners
Ohio
$998K -$188K -12,700 -16%
Stifel Financial
11
Stifel Financial
Missouri
$876K -$93.3K -6,305 -10%
RC
12
Roundview Capital
New Jersey
$717K +$14.8K +1,000 +2%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$696K +$430K +29,059 +161%
Ameriprise
14
Ameriprise
Minnesota
$674K -$158K -10,698 -19%
JCM
15
Jacobi Capital Management
Pennsylvania
$642K -$32K -2,164 -5%
VanEck Associates
16
VanEck Associates
New York
$610K -$73.4K -4,962 -11%
CPIG
17
Chicago Partners Investment Group
Illinois
$541K +$2.43K +164 +0.5%
SLA
18
Silver Lake Advisory
Utah
$479K -$605K -40,907 -56%
PCP
19
Proficio Capital Partners
Massachusetts
$470K
PFS
20
Prospera Financial Services
Texas
$396K +$58.9K +3,980 +17%
LNB
21
Ledyard National Bank
$387K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$352K +$125K +8,462 +55%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$342K +$235K +15,865 +218%
SMC
24
Smith, Moore & Co
Missouri
$311K
WIC
25
Whitegate Investment Counselors
New Hampshire
$310K -$179K -12,125 -37%

BKK Hedge Fund Activity: Q4 2018 in Review

50 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q4 2018, worth a combined $34.3M — down 8% from $37.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKK and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.04M. The largest seller was Wells Fargo, cutting an estimated $2.09M.

  • 50 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q4 2018, down from 53 in Q3 2018.
  • Funds reported $34.3M of Blackrock Municipal 2020 Term Trust stock for Q4 2018, down 8% quarter-over-quarter.
  • 4 funds opened new Blackrock Municipal 2020 Term Trust positions in Q4 2018 and 6 closed out, a net change of -2 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q4 2018 was Susquehanna International Group, an estimated $1.04M added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q4 2018 was Wells Fargo, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2018.