BlackRock New York Municipal Bond Trust
BQH was delisted on the 19th of October, 2020.
13 hedge funds and large institutions have $2.36M invested in BlackRock New York Municipal Bond Trust in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
30% more funds holding
Funds holding: 10 → 13 (+3)
9% more capital invested
Capital invested by funds: $2.15M → $2.36M (+$204K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
+$252K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$191K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$93.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$37.9K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$206 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$113K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15.1K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
1
Focused Wealth Management
Newburgh,
New York
| $741K | -$113K | -8,218 | -13% |
|
|
2
UBS Group
Zurich,
Switzerland
| $244K | +$37.9K | +2,753 | +18% |
|
|
DA
3
Doliver Advisors
Houston,
Texas
| $242K | +$252K | +18,337 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $223K | -$15.1K | -1,100 | -6% |
|
5
Morgan Stanley
New York
| $193K | – | – | – |
|
|
CRC
6
Curi RMB Capital
Chicago,
Illinois
| $183K | +$191K | +13,879 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $136K | +$206 | +15 | +0.1% |
|
8
Wells Fargo
San Francisco,
California
| $117K | – | – | – |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $113K | -$5.01K | -364 | -4% |
|
|
WAM
10
Wolverine Asset Management
Chicago,
Illinois
| $89K | +$93.4K | +6,787 | New |
|
11
Lazard Asset Management
New York
| $43K | – | – | – |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| $26K | – | – | – |
|
13
Citigroup
New York
| $5K | – | – | – |
|
|
AG
14
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
BQH Hedge Fund Activity: Q1 2018 in Review
13 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BlackRock New York Municipal Bond Trust (BQH) for Q1 2018, worth a combined $2.36M — up 9.5% from $2.15M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BQH positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Doliver Advisors, opening a new position worth an estimated $252K. The largest seller was Focused Wealth Management, cutting an estimated $113K.
- 13 institutional investors held BlackRock New York Municipal Bond Trust (BQH) as of Q1 2018, up from 10 in Q4 2017.
- Funds reported $2.36M of BlackRock New York Municipal Bond Trust stock for Q1 2018, up 9.5% quarter-over-quarter.
- 3 funds opened new BlackRock New York Municipal Bond Trust positions in Q1 2018 and 0 closed out, a net change of +3 holders.
- The largest BlackRock New York Municipal Bond Trust buyer in Q1 2018 was Doliver Advisors, an estimated $252K added.
- The largest BlackRock New York Municipal Bond Trust seller in Q1 2018 was Focused Wealth Management, an estimated $113K sold.
Based on aggregated 13F filings for Q1 2018.