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BPK

Blackrock Muni 2018 Term Tr
BPK

Delisted

BPK was delisted on the 14th of December, 2018.

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35 hedge funds and large institutions have $16.5M invested in Blackrock Muni 2018 Term Tr in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more funds holding

Funds holding: 35 → 35 (0)

11% less capital invested

Capital invested by funds: $18.6M → $16.5M (-$2.06M)

Holders
35
Holders Change
–
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$303K
2
Stifel Financial
Stifel Financial
Missouri
+$279K
3
WKWM
Walter & Keenan Wealth Management
Indiana
+$201K
4
RJA
Raymond James & Associates
Florida
+$197K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$170K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.14M
2
Bank of America
Bank of America
North Carolina
-$734K
3
UBS Group
UBS Group
Switzerland
-$485K
4
CFP
Cornerstone Financial Partners
North Carolina
-$202K
5
CS
Credit Suisse
Switzerland
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
26
Roble Belko & Company
Pennsylvania
$24K – – –
FNBT
27
FineMark National Bank & Trust
Florida
$23K – – –
BFEC
28
Benjamin F. Edwards & Company
Missouri
$14K +$77 +5 +0.6%
WA
29
WFG Advisors
Texas
$11K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$8K +$46 +3 +0.6%
NSIM
31
North Star Investment Management
Illinois
$7K – – –
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$7K +$6.79K +439 New
IIM
33
Ipswich Investment Management
Massachusetts
$5K +$5.15K +333 New
TRCT
34
Tower Research Capital (TRC)
New York
$2K +$1.55K +100 New
CFP
35
Cornerstone Financial Partners
North Carolina
– -$202K -12,906 Closed
CS
36
Credit Suisse
Switzerland
– -$188K -12,100 Closed
IA
37
IFP Advisors
Florida
– -$52K -3,333 Closed
ADL
38
Asset Dedication LLC
California
– -$27K -1,760 Closed
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
– -$14K -871 Closed
KCPG
40
Kavar Capital Partners Group
Kansas
– -$7K -514 Closed
Citigroup
41
Citigroup
New York
– +$77 +5 New
1
2

BPK Hedge Fund Activity: Q1 2016 in Review

35 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Blackrock Muni 2018 Term Tr (BPK) for Q1 2016, worth a combined $16.5M — down 11% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BPK positions and 6 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $303K. The largest seller was Morgan Stanley, cutting an estimated $1.14M.

  • 35 institutional investors held Blackrock Muni 2018 Term Tr (BPK) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $16.5M of Blackrock Muni 2018 Term Tr stock for Q1 2016, down 11% quarter-over-quarter.
  • 7 funds opened new Blackrock Muni 2018 Term Tr positions in Q1 2016 and 6 closed out, a net change of +1 holder.
  • The largest Blackrock Muni 2018 Term Tr buyer in Q1 2016 was Wells Fargo, an estimated $303K added.
  • The largest Blackrock Muni 2018 Term Tr seller in Q1 2016 was Morgan Stanley, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2016.