Blackrock Muni 2018 Term Tr
BPK
BPK was delisted on the 14th of December, 2018.
35 hedge funds and large institutions have $18.6M invested in Blackrock Muni 2018 Term Tr in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 0 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
46% more funds holding
Funds holding: 24 → 35 (+11)
28% more capital invested
Capital invested by funds: $14.5M → $18.6M (+$4.07M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$588K |
| 2 |
LPL Financial
San Diego,
California
|
+$572K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$514K |
| 4 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
+$418K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$327K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$148K |
| 2 |
PA
Pinnacle Associates
New York
|
-$122K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$99K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.76K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $38K | – | – | – |
|
|
ADL
27
Asset Dedication LLC
San Francisco,
California
| $27K | +$27.3K | +1,760 | New |
|
|
RBC
28
Roble Belko & Company
Sewickley,
Pennsylvania
| $24K | – | – | – |
|
|
FNBT
29
FineMark National Bank & Trust
Fort Myers,
Florida
| $23K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $14K | – | – | – |
|
|
BFEC
31
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $14K | +$186 | +12 | +1% |
|
|
WA
32
WFG Advisors
Dallas,
Texas
| $11K | – | – | – |
|
|
LTFS
33
Ladenburg Thalmann Financial Services
Miami,
Florida
| $8K | +$93 | +6 | +1% |
|
|
KCPG
34
Kavar Capital Partners Group
Leawood,
Kansas
| $7K | – | – | – |
|
|
NSIM
35
North Star Investment Management
Chicago,
Illinois
| $7K | – | – | – |
|
BPK Hedge Fund Activity: Q4 2015 in Review
35 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Blackrock Muni 2018 Term Tr (BPK) for Q4 2015, worth a combined $18.6M — up 28% from $14.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BPK positions and 0 closed out — a net gain of 11 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $588K. The largest seller was Bank of America, cutting an estimated $148K.
- 35 institutional investors held Blackrock Muni 2018 Term Tr (BPK) as of Q4 2015, up from 24 in Q3 2015.
- Funds reported $18.6M of Blackrock Muni 2018 Term Tr stock for Q4 2015, up 28% quarter-over-quarter.
- 11 funds opened new Blackrock Muni 2018 Term Tr positions in Q4 2015 and 0 closed out, a net change of +11 holders.
- The largest Blackrock Muni 2018 Term Tr buyer in Q4 2015 was Advisory Services Network, an estimated $588K added.
- The largest Blackrock Muni 2018 Term Tr seller in Q4 2015 was Bank of America, an estimated $148K sold.
Based on aggregated 13F filings for Q4 2015.