BlackRock New York Municipal Bond Trust
BQH was delisted on the 19th of October, 2020.
12 hedge funds and large institutions have $2.16M invested in BlackRock New York Municipal Bond Trust in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
7% more capital invested
Capital invested by funds: $2.03M → $2.16M (+$134K)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$175K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$147K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$56.5K |
| 4 |
Morgan Stanley
New York
|
+$27.7K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$188K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$98.3K |
| 3 |
Citigroup
New York
|
-$47.6K |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$13.5K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$13.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
1
Focused Wealth Management
Newburgh,
New York
| $430K | -$13.5K | -970 | -3% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $391K | -$98.3K | -7,089 | -20% |
|
|
WAM
3
Wolverine Asset Management
Chicago,
Illinois
| $359K | -$2.32K | -167 | -0.6% |
|
|
4
Invesco
Atlanta,
Georgia
| $189K | -$188K | -13,553 | -50% |
|
|
KIM
5
Karpus Investment Management
Pittsford,
New York
| $176K | +$175K | +12,600 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $172K | -$13.5K | -970 | -7% |
|
|
DA
7
Doliver Advisors
Houston,
Texas
| $148K | +$147K | +10,580 | New |
|
|
8
Wells Fargo
San Francisco,
California
| $92K | +$56.5K | +4,076 | +164% |
|
|
U
9
UBS
Zurich,
Switzerland
| $80K | +$24K | +1,732 | +43% |
|
|
10
Morgan Stanley
New York
| $80K | +$27.7K | +2,000 | +54% |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | +$25.9K | +1,864 | +731% |
|
|
12
Citigroup
New York
| $13K | -$47.6K | -3,432 | -79% |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$1K | -100 | Closed |
|
BQH Hedge Fund Activity: Q2 2014 in Review
12 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in BlackRock New York Municipal Bond Trust (BQH) for Q2 2014, worth a combined $2.16M — up 6.6% from $2.03M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BQH positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $175K. The largest seller was Invesco, cutting an estimated $188K.
- 12 institutional investors held BlackRock New York Municipal Bond Trust (BQH) as of Q2 2014, up from 11 in Q1 2014.
- Funds reported $2.16M of BlackRock New York Municipal Bond Trust stock for Q2 2014, up 6.6% quarter-over-quarter.
- 2 funds opened new BlackRock New York Municipal Bond Trust positions in Q2 2014 and 1 closed out, a net change of +1 holder.
- The largest BlackRock New York Municipal Bond Trust buyer in Q2 2014 was Karpus Investment Management, an estimated $175K added.
- The largest BlackRock New York Municipal Bond Trust seller in Q2 2014 was Invesco, an estimated $188K sold.
Based on aggregated 13F filings for Q2 2014.