BlackRock New York Municipal Bond Trust
BQH was delisted on the 19th of October, 2020.
10 hedge funds and large institutions have $2.15M invested in BlackRock New York Municipal Bond Trust in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
6% less capital invested
Capital invested by funds: $2.29M → $2.15M (-$135K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$85.3K |
| 2 |
Morgan Stanley
New York
|
+$35.2K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$25.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.1K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$398 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$204K |
| 2 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$78.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
1
Focused Wealth Management
Newburgh,
New York
| $947K | -$78.1K | -5,298 | -8% |
|
2
Bank of America
Charlotte,
North Carolina
| $265K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $231K | +$85.3K | +5,788 | +58% |
|
|
4
Morgan Stanley
New York
| $215K | +$35.2K | +2,389 | +20% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $151K | +$398 | +27 | +0.3% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $132K | +$18.1K | +1,225 | +16% |
|
7
Wells Fargo
San Francisco,
California
| $131K | +$15 | +1 | +0% |
|
8
Lazard Asset Management
New York
| $48K | – | – | – |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $26K | +$25.6K | +1,740 | New |
|
10
Citigroup
New York
| $5K | – | – | – |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
|
KIM
12
Karpus Investment Management
Pittsford,
New York
| – | -$204K | -13,708 | Closed |
|
BQH Hedge Fund Activity: Q4 2017 in Review
10 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BlackRock New York Municipal Bond Trust (BQH) for Q4 2017, worth a combined $2.15M — down 5.9% from $2.29M a quarter earlier.
Fund positioning in BQH was balanced in Q4 2017: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $85.3K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $204K sold.
- 10 institutional investors held BlackRock New York Municipal Bond Trust (BQH) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $2.15M of BlackRock New York Municipal Bond Trust stock for Q4 2017, down 5.9% quarter-over-quarter.
- 1 fund opened new BlackRock New York Municipal Bond Trust positions in Q4 2017 and 1 closed out, a net change of 0 holders.
- The largest BlackRock New York Municipal Bond Trust buyer in Q4 2017 was UBS Group, an estimated $85.3K added.
- The largest BlackRock New York Municipal Bond Trust seller in Q4 2017 was Karpus Investment Management, an estimated $204K sold.
Based on aggregated 13F filings for Q4 2017.