BlackRock New York Municipal Bond Trust
BQH was delisted on the 19th of October, 2020.
13 hedge funds and large institutions have $2.43M invested in BlackRock New York Municipal Bond Trust in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
13% more capital invested
Capital invested by funds: $2.16M → $2.43M (+$270K)
8% more funds holding
Funds holding: 12 → 13 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$235K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$161K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$34.3K |
| 4 |
Citigroup
New York
|
+$14.9K |
| 5 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$107K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$34.6K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$5.71K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
Wolverine Asset Management
Chicago,
Illinois
| $586K | +$235K | +17,106 | +66% |
|
|
FWM
2
Focused Wealth Management
Newburgh,
New York
| $431K | +$11K | +800 | +3% |
|
|
GC
3
Guggenheim Capital
Chicago,
Illinois
| $348K | -$34.6K | -2,518 | -9% |
|
|
DA
4
Doliver Advisors
Houston,
Texas
| $305K | +$161K | +11,714 | +111% |
|
|
KIM
5
Karpus Investment Management
Pittsford,
New York
| $207K | +$34.3K | +2,500 | +20% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $168K | – | – | – |
|
7
Wells Fargo
San Francisco,
California
| $90K | – | – | – |
|
|
8
Invesco
Atlanta,
Georgia
| $78K | -$107K | -7,823 | -58% |
|
9
Morgan Stanley
New York
| $78K | – | – | – |
|
|
U
10
UBS
Zurich,
Switzerland
| $73K | -$5.71K | -416 | -7% |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $29K | – | – | – |
|
|
12
Citigroup
New York
| $27K | +$14.9K | +1,083 | +118% |
|
13
Creative Planning
Overland Park,
Kansas
| $10K | +$9.58K | +698 | New |
|
BQH Hedge Fund Activity: Q3 2014 in Review
13 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BlackRock New York Municipal Bond Trust (BQH) for Q3 2014, worth a combined $2.43M — up 13% from $2.16M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BQH positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $235K. The largest seller was Invesco, cutting an estimated $107K.
- 13 institutional investors held BlackRock New York Municipal Bond Trust (BQH) as of Q3 2014, up from 12 in Q2 2014.
- Funds reported $2.43M of BlackRock New York Municipal Bond Trust stock for Q3 2014, up 13% quarter-over-quarter.
- 1 fund opened new BlackRock New York Municipal Bond Trust positions in Q3 2014 and 0 closed out, a net change of +1 holder.
- The largest BlackRock New York Municipal Bond Trust buyer in Q3 2014 was Wolverine Asset Management, an estimated $235K added.
- The largest BlackRock New York Municipal Bond Trust seller in Q3 2014 was Invesco, an estimated $107K sold.
Based on aggregated 13F filings for Q3 2014.