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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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38 hedge funds and large institutions have $20.1M invested in Blackrock Muni 2018 Term Tr in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

22% more capital invested

Capital invested by funds: $16.5M → $20.1M (+$3.61M)

9% more funds holding

Funds holding: 35 → 38 (+3)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$2.08M
2
Wells Fargo
Wells Fargo
California
+$491K
3
SIA
Sit Investment Associates
Minnesota
+$386K
4
DA
Doliver Advisors
Texas
+$263K
5
AA
Ancora Advisors
Ohio
+$203K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$618K
2
Stifel Financial
Stifel Financial
Missouri
-$109K
3
Bank of America
Bank of America
North Carolina
-$34K
4
PA
Pinnacle Associates
New York
-$18.7K
5
DADC
D.A. Davidson & Co
Montana
-$13.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$3.82M +$2.08M +136,413 +120%
Morgan Stanley
2
Morgan Stanley
New York
$2.6M +$131K +8,561 +5%
Bank of America
3
Bank of America
North Carolina
$2.39M -$34K -2,225 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.6M -$4.23K -277 -0.3%
Wells Fargo
5
Wells Fargo
California
$1.46M +$491K +32,149 +50%
UBS Group
6
UBS Group
Switzerland
$910K -$5.22K -342 -0.6%
ASN
7
Advisory Services Network
Georgia
$654K +$74.8K +4,900 +13%
WKWM
8
Walter & Keenan Wealth Management
Indiana
$610K – – –
CPIG
9
Chicago Partners Investment Group
Illinois
$529K +$2.87K +188 +0.5%
VanEck Associates
10
VanEck Associates
New York
$486K +$123K +8,078 +34%
PA
11
Pinnacle Associates
New York
$483K -$18.7K -1,228 -4%
LPL Financial
12
LPL Financial
California
$447K -$618K -40,525 -58%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$430K – – –
SIA
14
Sit Investment Associates
Minnesota
$386K +$386K +25,300 New
NPC
15
National Planning Corporation
California
$330K +$198 +13 +0.1%
WIC
16
Whitegate Investment Counselors
New Hampshire
$323K +$323K +21,175 New
NCM
17
Narwhal Capital Management
Georgia
$308K +$66.4K +4,350 +27%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$278K +$111K +7,261 +66%
SWP
19
Stratos Wealth Partners
Ohio
$275K +$61K +4,000 +29%
DA
20
Doliver Advisors
Texas
$263K +$263K +17,240 New
AA
21
Ancora Advisors
Ohio
$203K +$203K +13,284 New
RJA
22
Raymond James & Associates
Florida
$202K +$8.43K +552 +4%
MFS
23
MSI Financial Services
Massachusetts
$198K – – –
Stifel Financial
24
Stifel Financial
Missouri
$166K -$109K -7,148 -40%
VKH
25
Virtu KCG Holdings
New York
$162K +$162K +10,619 New
1
2

BPK Hedge Fund Activity: Q2 2016 in Review

38 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Blackrock Muni 2018 Term Tr (BPK) for Q2 2016, worth a combined $20.1M — up 22% from $16.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BPK positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $2.08M. The largest seller was LPL Financial, cutting an estimated $618K.

  • 38 institutional investors held Blackrock Muni 2018 Term Tr (BPK) as of Q2 2016, up from 35 in Q1 2016.
  • Funds reported $20.1M of Blackrock Muni 2018 Term Tr stock for Q2 2016, up 22% quarter-over-quarter.
  • 7 funds opened new Blackrock Muni 2018 Term Tr positions in Q2 2016 and 4 closed out, a net change of +3 holders.
  • The largest Blackrock Muni 2018 Term Tr buyer in Q2 2016 was HighTower Advisors, an estimated $2.08M added.
  • The largest Blackrock Muni 2018 Term Tr seller in Q2 2016 was LPL Financial, an estimated $618K sold.

Based on aggregated 13F filings for Q2 2016.