BlackRock New York Municipal Bond Trust
BQH was delisted on the 19th of October, 2020.
10 hedge funds and large institutions have $2.29M invested in BlackRock New York Municipal Bond Trust in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
2% less capital invested
Capital invested by funds: $2.34M → $2.29M (-$50K)
17% less funds holding
Funds holding: 12 → 10 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$107K |
| 2 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$71.6K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$19.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.79K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.89K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$153K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$90.7K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$70.1K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$21K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
1
Focused Wealth Management
Newburgh,
New York
| $1.03M | +$71.6K | +4,898 | +8% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $267K | -$153K | -10,433 | -37% |
|
|
KIM
3
Karpus Investment Management
Pittsford,
New York
| $204K | -$70.1K | -4,794 | -26% |
|
|
4
Morgan Stanley
New York
| $181K | +$107K | +7,324 | +150% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $152K | -$90.7K | -6,200 | -38% |
|
|
6
UBS Group
Zurich,
Switzerland
| $148K | +$8.79K | +601 | +6% |
|
|
7
Wells Fargo
San Francisco,
California
| $132K | +$19.6K | +1,337 | +18% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $115K | +$3.89K | +266 | +4% |
|
9
Lazard Asset Management
New York
| $48K | – | – | – |
|
10
Citigroup
New York
| $5K | – | – | – |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
|
WAM
12
Wolverine Asset Management
Chicago,
Illinois
| – | -$21K | -1,493 | Closed |
|
|
13
Creative Planning
Overland Park,
Kansas
| – | -$10K | -698 | Closed |
|
BQH Hedge Fund Activity: Q3 2017 in Review
10 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock New York Municipal Bond Trust (BQH) for Q3 2017, worth a combined $2.29M — down 2.1% from $2.34M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BQH and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 5 added.
The largest buyer was Morgan Stanley, adding an estimated $107K. The largest seller was Bank of America, cutting an estimated $153K.
- 10 institutional investors held BlackRock New York Municipal Bond Trust (BQH) as of Q3 2017, down from 12 in Q2 2017.
- Funds reported $2.29M of BlackRock New York Municipal Bond Trust stock for Q3 2017, down 2.1% quarter-over-quarter.
- 0 funds opened new BlackRock New York Municipal Bond Trust positions in Q3 2017 and 2 closed out, a net change of -2 holders.
- The largest BlackRock New York Municipal Bond Trust buyer in Q3 2017 was Morgan Stanley, an estimated $107K added.
- The largest BlackRock New York Municipal Bond Trust seller in Q3 2017 was Bank of America, an estimated $153K sold.
Based on aggregated 13F filings for Q3 2017.