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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

49 hedge funds and large institutions have $30.7M invested in Blackrock Municipal 2020 Term Trust in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

7% more funds holding

Funds holding: 4649 (+3)

1% more capital invested

Capital invested by funds: $30.3M → $30.7M (+$425K)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.75M +$23.4K +1,553 +0.5%
Bank of America
2
Bank of America
North Carolina
$3.96M -$80.9K -5,375 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.52M -$175K -11,628 -6%
LDFR
4
Lehman & Derafelo Financial Resources
Pennsylvania
$1.61M -$265K -17,612 -14%
NL
5
NWAM LLC
Washington
$1.55M
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.44M +$354K +23,500 +33%
Wells Fargo
7
Wells Fargo
California
$1.3M -$106K -7,075 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.1M -$17.6K -1,170 -2%
WKWM
9
Walter & Keenan Wealth Management
Indiana
$1.02M -$67.7K -4,500 -6%
SWP
10
Stratos Wealth Partners
Ohio
$912K -$60.9K -4,050 -6%
RC
11
Roundview Capital
New Jersey
$883K
Stifel Financial
12
Stifel Financial
Missouri
$720K -$180K -11,965 -20%
JCM
13
Jacobi Capital Management
Pennsylvania
$659K +$2.03K +135 +0.3%
PFS
14
Prospera Financial Services
Texas
$644K +$642K +42,665 New
Ameriprise
15
Ameriprise
Minnesota
$561K -$145K -9,626 -21%
LF
16
Lantz Financial
Illinois
$561K
RIA
17
Realta Investment Advisors
Delaware
$482K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$456K +$192K +12,789 +73%
PCP
19
Proficio Capital Partners
Massachusetts
$429K
LNB
20
Ledyard National Bank
$394K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$356K +$30.1K +2,000 +9%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$341K +$341K +22,654 New
SMC
23
Smith, Moore & Co
Missouri
$317K
AG
24
Advisor Group
Arizona
$316K
WIC
25
Whitegate Investment Counselors
New Hampshire
$293K -$13.5K -900 -4%

BKK Hedge Fund Activity: Q2 2019 in Review

49 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q2 2019, worth a combined $30.7M — up 1.4% from $30.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKK positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 14 trimmed.

The largest buyer was Prospera Financial Services, opening a new position worth an estimated $642K. The largest seller was Millennium Management, exiting entirely with an estimated $333K sold.

  • 49 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q2 2019, up from 46 in Q1 2019.
  • Funds reported $30.7M of Blackrock Municipal 2020 Term Trust stock for Q2 2019, up 1.4% quarter-over-quarter.
  • 8 funds opened new Blackrock Municipal 2020 Term Trust positions in Q2 2019 and 5 closed out, a net change of +3 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q2 2019 was Prospera Financial Services, an estimated $642K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q2 2019 was Millennium Management, an estimated $333K sold.

Based on aggregated 13F filings for Q2 2019.