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BKK

Blackrock Municipal 2020 Term Trust

Delisted

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

48 hedge funds and large institutions have $67.8M invested in Blackrock Municipal 2020 Term Trust in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $70.9M → $67.8M (-$3.1M)

14% less funds holding

Funds holding: 5648 (-8)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
11
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$31.5M -$302K -20,100 -1%
EVM
2
Eaton Vance Management
Massachusetts
$5.74M
UBS Group
3
UBS Group
Switzerland
$3.19M -$155K -10,301 -5%
MWM
4
Maltin Wealth Management
New Jersey
$3.18M +$5.67K +377 +0.2%
OCA
5
Otter Creek Advisors
Florida
$3M -$9.57K -637 -0.3%
Bank of America
6
Bank of America
North Carolina
$2.97M -$217K -14,456 -7%
LDFR
7
Lehman & Derafelo Financial Resources
Pennsylvania
$1.32M -$45.1K -3,000 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.25M
Morgan Stanley
9
Morgan Stanley
New York
$1.24M -$260K -17,274 -17%
BCA
10
Biltmore Capital Advisors
New Jersey
$1.09M -$124K -8,267 -10%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$978K +$144K +9,557 +17%
RC
12
Roundview Capital
New Jersey
$843K -$674K -44,850 -44%
WKWM
13
Walter & Keenan Wealth Management
Indiana
$798K
NL
14
NWAM LLC
Washington
$776K -$47.7K -3,175 -6%
LF
15
Lantz Financial
Illinois
$770K
Wells Fargo
16
Wells Fargo
California
$673K -$120K -7,953 -15%
JCM
17
Jacobi Capital Management
Pennsylvania
$664K +$661 +44 +0.1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$642K +$60 +4 +0%
MFG
19
Magnus Financial Group
New York
$568K -$75.1K -4,998 -12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$557K -$27.8K -1,853 -5%
WIA
21
Wealthstreet Investment Advisors
Texas
$498K +$113K +7,500 +56%
Ameriprise
22
Ameriprise
Minnesota
$481K +$74.8K +4,976 +18%
SMC
23
Smith, Moore & Co
Missouri
$443K
Stifel Financial
24
Stifel Financial
Missouri
$408K -$83.7K -5,569 -17%
IWC
25
Integrated Wealth Concepts
Massachusetts
$401K +$86.5K +5,758 +28%

BKK Hedge Fund Activity: Q3 2020 in Review

48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Blackrock Municipal 2020 Term Trust (BKK) for Q3 2020, worth a combined $67.8M — down 4.4% from $70.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BKK and 1 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 11 added.

The largest buyer was Proficio Capital Partners, adding an estimated $194K. The largest seller was Roundview Capital, cutting an estimated $674K.

  • 48 institutional investors held Blackrock Municipal 2020 Term Trust (BKK) as of Q3 2020, down from 56 in Q2 2020.
  • Funds reported $67.8M of Blackrock Municipal 2020 Term Trust stock for Q3 2020, down 4.4% quarter-over-quarter.
  • 1 fund opened new Blackrock Municipal 2020 Term Trust positions in Q3 2020 and 9 closed out, a net change of -8 holders.
  • The largest Blackrock Municipal 2020 Term Trust buyer in Q3 2020 was Proficio Capital Partners, an estimated $194K added.
  • The largest Blackrock Municipal 2020 Term Trust seller in Q3 2020 was Roundview Capital, an estimated $674K sold.

Based on aggregated 13F filings for Q3 2020.