We are live on ! Find out more
BKK

Blackrock Municipal 2020 Term Trust
BKK

Delisted

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

Back to rankings

48 hedge funds and large institutions have $30.1M invested in Blackrock Municipal 2020 Term Trust in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

2% less capital invested

Capital invested by funds: $30.7M → $30.1M (-$610K)

2% less funds holding

Funds holding: 49 → 48 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LF
Lantz Financial
Illinois
+$196K
2
MAS
Managed Account Services
Florida
+$150K
3
CFA
Carroll Financial Associates
North Carolina
+$75.4K
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$62.4K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$57.4K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$299K
2
VF
Virtu Financial
New York
-$253K
3
SPC
Sigma Planning Corp
Michigan
-$209K
4
UBS Group
UBS Group
Switzerland
-$208K
5
WKWM
Walter & Keenan Wealth Management
Indiana
-$136K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.56M -$208K -13,825 -4%
Bank of America
2
Bank of America
North Carolina
$3.94M -$35.1K -2,329 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$2.23M -$299K -19,825 -12%
NL
4
NWAM LLC
Washington
$1.55M – – –
LDFR
5
Lehman & Derafelo Financial Resources
Pennsylvania
$1.53M -$72.3K -4,800 -5%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.44M – – –
Wells Fargo
7
Wells Fargo
California
$1.24M -$61.4K -4,072 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.03M -$69.9K -4,636 -6%
SWP
9
Stratos Wealth Partners
Ohio
$917K +$3.01K +200 +0.3%
WKWM
10
Walter & Keenan Wealth Management
Indiana
$892K -$136K -9,000 -13%
RC
11
Roundview Capital
New Jersey
$872K -$12.8K -851 -1%
LF
12
Lantz Financial
Illinois
$757K +$196K +13,015 +35%
Stifel Financial
13
Stifel Financial
Missouri
$720K +$241 +16 +0%
JCM
14
Jacobi Capital Management
Pennsylvania
$662K +$1.93K +128 +0.3%
PFS
15
Prospera Financial Services
Texas
$656K +$11.9K +790 +2%
Ameriprise
16
Ameriprise
Minnesota
$544K -$18.6K -1,237 -3%
RIA
17
Realta Investment Advisors
Delaware
$484K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$457K – – –
PCP
19
Proficio Capital Partners
Massachusetts
$430K – – –
Baird Financial Group
20
Baird Financial Group
Wisconsin
$399K +$57.4K +3,809 +17%
LNB
21
Ledyard National Bank
$395K – – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$359K +$1.84K +122 +0.5%
MAS
23
Managed Account Services
Florida
$354K +$150K +9,946 +74%
SMC
24
Smith, Moore & Co
Missouri
$318K – – –
AG
25
Advisor Group
Arizona
$317K – – –
1
2 3

BKK Hedge Fund Activity: Q3 2019 in Review

48 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q3 2019, worth a combined $30.1M — down 2% from $30.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BKK and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 11 added.

The largest buyer was Lantz Financial, adding an estimated $196K. The largest seller was Morgan Stanley, cutting an estimated $299K.

  • 48 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q3 2019, down from 49 in Q2 2019.
  • Funds reported $30.1M of Blackrock Municipal 2020 Term Trust stock for Q3 2019, down 2% quarter-over-quarter.
  • 3 funds opened new Blackrock Municipal 2020 Term Trust positions in Q3 2019 and 4 closed out, a net change of -1 holder.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q3 2019 was Lantz Financial, an estimated $196K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q3 2019 was Morgan Stanley, an estimated $299K sold.

Based on aggregated 13F filings for Q3 2019.