We are live on ! Find out more
BPK

Blackrock Muni 2018 Term Tr
BPK

Delisted

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

Back to rankings

38 hedge funds and large institutions have $22.6M invested in Blackrock Muni 2018 Term Tr in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $21M → $22.6M (+$1.61M)

6% more funds holding

Funds holding: 36 → 38 (+2)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$1.42M
2
SIA
Sit Investment Associates
Minnesota
+$928K
3
First Trust Advisors
First Trust Advisors
Illinois
+$470K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$228K
5
JCM
Jacobi Capital Management
Pennsylvania
+$226K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$773K
2
VanEck Associates
VanEck Associates
New York
-$296K
3
LPL Financial
LPL Financial
California
-$153K
4
HCA
Harbour Capital Advisors
Virginia
-$148K
5
SWP
Stratos Wealth Partners
Ohio
-$101K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
$199K – – –
SWP
27
Stratos Wealth Partners
Ohio
$180K -$101K -6,700 -36%
Creative Planning
28
Creative Planning
Kansas
$146K -$42.2K -2,800 -22%
EWM
29
Edge Wealth Management
New York
$135K +$136K +9,000 New
CAL
30
Capital Advisors Ltd
Ohio
$121K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$72K – – –
SFS
32
Sowell Financial Services
Arkansas
$68K +$67.9K +4,500 New
IA
33
IFP Advisors
Florida
$45K -$5.02K -333 -10%
SEI Investments
34
SEI Investments
Pennsylvania
$26K +$26.6K +1,763 New
RBC
35
Roble Belko & Company
Pennsylvania
$23K – – –
FNBT
36
FineMark National Bank & Trust
Florida
$22K – – –
WA
37
WFG Advisors
Texas
$10K – – –
NSIM
38
North Star Investment Management
Illinois
$6K – – –
HCA
39
Harbour Capital Advisors
Virginia
– -$148K -9,725 Closed
NFG
40
Next Financial Group
Texas
– -$37.7K -2,500 Closed
LTFS
41
Ladenburg Thalmann Financial Services
Florida
– -$8K -503 Closed
1
2

BPK Hedge Fund Activity: Q4 2016 in Review

38 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Blackrock Muni 2018 Term Tr (BPK) for Q4 2016, worth a combined $22.6M — up 7.7% from $21M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BPK positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $1.42M. The largest seller was Wells Fargo, cutting an estimated $773K.

  • 38 institutional investors held Blackrock Muni 2018 Term Tr (BPK) as of Q4 2016, up from 36 in Q3 2016.
  • Funds reported $22.6M of Blackrock Muni 2018 Term Tr stock for Q4 2016, up 7.7% quarter-over-quarter.
  • 6 funds opened new Blackrock Muni 2018 Term Tr positions in Q4 2016 and 3 closed out, a net change of +3 holders.
  • The largest Blackrock Muni 2018 Term Tr buyer in Q4 2016 was HighTower Advisors, an estimated $1.42M added.
  • The largest Blackrock Muni 2018 Term Tr seller in Q4 2016 was Wells Fargo, an estimated $773K sold.

Based on aggregated 13F filings for Q4 2016.