BlackRock New York Municipal Bond Trust
BQH was delisted on the 19th of October, 2020.
11 hedge funds and large institutions have $2.04M invested in BlackRock New York Municipal Bond Trust in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
13% more capital invested
Capital invested by funds: $1.81M → $2.04M (+$229K)
10% more funds holding
Funds holding: 10 → 11 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$272K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$171K |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$132K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$121K |
| 5 |
Morgan Stanley
New York
|
+$47.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$321K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$69.7K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$61.2K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$51K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Invesco
Atlanta,
Georgia
| $533K | -$69.7K | -5,484 | -11% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $492K | -$61.2K | -4,814 | -11% |
|
|
FWM
3
Focused Wealth Management
Newburgh,
New York
| $320K | +$272K | +21,382 | +512% |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $247K | +$171K | +13,482 | +214% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $139K | +$121K | +9,547 | +624% |
|
|
TC
6
TFS Capital
West Chester,
Pennsylvania
| $130K | +$132K | +10,366 | New |
|
|
U
7
UBS
Zurich,
Switzerland
| $50K | – | – | – |
|
|
8
Morgan Stanley
New York
| $47K | +$47.2K | +3,718 | New |
|
9
Citigroup
New York
| $39K | +$39.3K | +3,096 | New |
|
10
Wells Fargo
San Francisco,
California
| $31K | +$13 | +1 | +0% |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$7.05K | +555 | New |
|
|
DA
12
Doliver Advisors
Houston,
Texas
| – | -$321K | -24,704 | Closed |
|
|
13
Ameriprise
Minneapolis,
Minnesota
| – | -$51K | -3,900 | Closed |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| – | -$1K | -85 | Closed |
|
BQH Hedge Fund Activity: Q4 2013 in Review
11 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BlackRock New York Municipal Bond Trust (BQH) for Q4 2013, worth a combined $2.04M — up 13% from $1.81M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BQH positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Focused Wealth Management, adding an estimated $272K. The largest seller was Doliver Advisors, exiting entirely with an estimated $321K sold.
- 11 institutional investors held BlackRock New York Municipal Bond Trust (BQH) as of Q4 2013, up from 10 in Q3 2013.
- Funds reported $2.04M of BlackRock New York Municipal Bond Trust stock for Q4 2013, up 13% quarter-over-quarter.
- 4 funds opened new BlackRock New York Municipal Bond Trust positions in Q4 2013 and 3 closed out, a net change of +1 holder.
- The largest BlackRock New York Municipal Bond Trust buyer in Q4 2013 was Focused Wealth Management, an estimated $272K added.
- The largest BlackRock New York Municipal Bond Trust seller in Q4 2013 was Doliver Advisors, an estimated $321K sold.
Based on aggregated 13F filings for Q4 2013.