We are live on ! Find out more
BPK

Blackrock Muni 2018 Term Tr

Delisted

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

41 hedge funds and large institutions have $76.7M invested in Blackrock Muni 2018 Term Tr in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $40.8M → $76.7M (+$35.9M)

5% less funds holding

Funds holding: 4341 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$43.9M +$36.1M +2,425,654 +469%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.3M -$223 -15 -0%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$3.33M +$2.94M +197,541 +775%
Morgan Stanley
4
Morgan Stanley
New York
$2.43M -$60.7K -4,075 -2%
Wells Fargo
5
Wells Fargo
California
$2.36M -$652K -43,786 -22%
Bank of America
6
Bank of America
North Carolina
$2.31M -$133K -8,934 -5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.06M +$2.06M +137,973 New
AA
8
Ancora Advisors
Ohio
$1.6M -$298K -20,000 -16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.07M -$190K -12,746 -15%
JCM
10
Jacobi Capital Management
Pennsylvania
$996K
MA
11
Mutual Advisors
Nebraska
$915K +$913K +61,300 New
First Trust Advisors
12
First Trust Advisors
Illinois
$895K +$30.2K +2,028 +3%
CPIG
13
Chicago Partners Investment Group
Illinois
$885K +$1.28K +86 +0.1%
WIC
14
Whitegate Investment Counselors
New Hampshire
$825K +$9.68K +650 +1%
SIA
15
Sit Investment Associates
Minnesota
$692K -$944K -63,400 -58%
VIM
16
Vista Investment Management
Pennsylvania
$640K -$4.47K -300 -0.7%
WKWM
17
Walter & Keenan Wealth Management
Indiana
$619K +$89.4K +6,000 +17%
UBS Group
18
UBS Group
Switzerland
$606K -$1.69M -113,140 -74%
Ameriprise
19
Ameriprise
Minnesota
$481K -$481K -32,283 -50%
VanEck Associates
20
VanEck Associates
New York
$425K -$85.4K -5,733 -17%
SPIA
21
Steward Partners Investment Advisory
New York
$390K +$159K +10,673 +69%
EWM
22
Edge Wealth Management
New York
$366K -$74.5K -5,000 -17%
PA
23
Pinnacle Associates
New York
$305K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$263K
NCM
25
Narwhal Capital Management
Georgia
$248K

BPK Hedge Fund Activity: Q1 2018 in Review

41 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Blackrock Muni 2018 Term Tr (BPK) for Q1 2018, worth a combined $76.7M — up 88% from $40.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BPK and 5 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 8 added.

The largest buyer was Karpus Investment Management, adding an estimated $36.1M. The largest seller was UBS Group, cutting an estimated $1.69M.

  • 41 institutional investors held Blackrock Muni 2018 Term Tr (BPK) as of Q1 2018, down from 43 in Q4 2017.
  • Funds reported $76.7M of Blackrock Muni 2018 Term Tr stock for Q1 2018, up 88% quarter-over-quarter.
  • 5 funds opened new Blackrock Muni 2018 Term Tr positions in Q1 2018 and 7 closed out, a net change of -2 holders.
  • The largest Blackrock Muni 2018 Term Tr buyer in Q1 2018 was Karpus Investment Management, an estimated $36.1M added.
  • The largest Blackrock Muni 2018 Term Tr seller in Q1 2018 was UBS Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2018.