We are live on ! Find out more
BPK

Blackrock Muni 2018 Term Tr

Delisted

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

43 hedge funds and large institutions have $40.8M invested in Blackrock Muni 2018 Term Tr in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

34% more capital invested

Capital invested by funds: $30.4M → $40.8M (+$10.4M)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

10% more funds holding

Funds holding: 3943 (+4)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$7.63M +$7.72M +516,690 New
HighTower Advisors
2
HighTower Advisors
Illinois
$6.24M -$865K -57,941 -12%
Wells Fargo
3
Wells Fargo
California
$2.98M +$1.1M +73,817 +58%
Morgan Stanley
4
Morgan Stanley
New York
$2.47M -$172K -11,489 -6%
Bank of America
5
Bank of America
North Carolina
$2.42M -$204K -13,660 -8%
UBS Group
6
UBS Group
Switzerland
$2.27M +$1.58M +105,515 +218%
AA
7
Ancora Advisors
Ohio
$1.88M +$747K +50,000 +65%
IA
8
Icon Advisers
Colorado
$1.67M +$103K +6,886 +6%
SIA
9
Sit Investment Associates
Minnesota
$1.62M +$62.4K +4,179 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.25M -$107K -7,156 -8%
JCM
11
Jacobi Capital Management
Pennsylvania
$994K
Ameriprise
12
Ameriprise
Minnesota
$953K +$218K +14,568 +29%
CPIG
13
Chicago Partners Investment Group
Illinois
$874K +$2.96K +198 +0.3%
First Trust Advisors
14
First Trust Advisors
Illinois
$856K +$130K +8,700 +18%
WIC
15
Whitegate Investment Counselors
New Hampshire
$807K +$747 +50 +0.1%
VIM
16
Vista Investment Management
Pennsylvania
$638K +$645K +43,218 New
WKWM
17
Walter & Keenan Wealth Management
Indiana
$524K -$74.7K -5,000 -12%
VanEck Associates
18
VanEck Associates
New York
$505K +$21.8K +1,460 +4%
EWM
19
Edge Wealth Management
New York
$435K -$44.8K -3,000 -9%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$376K +$299 +20 +0.1%
PA
21
Pinnacle Associates
New York
$302K -$20.8K -1,396 -6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$260K -$19.9K -1,335 -7%
NCM
23
Narwhal Capital Management
Georgia
$245K -$48.9K -3,275 -16%
Squarepoint
24
Squarepoint
New York
$237K +$239K +16,014 New
SPIA
25
Steward Partners Investment Advisory
New York
$229K +$232K +15,527 New

BPK Hedge Fund Activity: Q4 2017 in Review

43 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Blackrock Muni 2018 Term Tr (BPK) for Q4 2017, worth a combined $40.8M — up 34% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BPK positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $7.72M. The largest seller was HighTower Advisors, cutting an estimated $865K.

  • 43 institutional investors held Blackrock Muni 2018 Term Tr (BPK) as of Q4 2017, up from 39 in Q3 2017.
  • Funds reported $40.8M of Blackrock Muni 2018 Term Tr stock for Q4 2017, up 34% quarter-over-quarter.
  • 7 funds opened new Blackrock Muni 2018 Term Tr positions in Q4 2017 and 3 closed out, a net change of +4 holders.
  • The largest Blackrock Muni 2018 Term Tr buyer in Q4 2017 was Karpus Investment Management, an estimated $7.72M added.
  • The largest Blackrock Muni 2018 Term Tr seller in Q4 2017 was HighTower Advisors, an estimated $865K sold.

Based on aggregated 13F filings for Q4 2017.