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BlackRock Municipal 2030 Target Term Trust

52 hedge funds and large institutions have $193M invested in BlackRock Municipal 2030 Target Term Trust in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

0.95% less ownership

Funds ownership: 13.98%13.03% (-0.95%)

3% less capital invested

Capital invested by funds: $198M → $193M (-$5.32M)

19% less funds holding

Funds holding: 6452 (-12)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $21K

Holders
52
Holders Change
-12
Holders Change %
-18.75%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
21
Reduced
12
Closed
23
Calls
Puts
$21K
Net Calls
-$21K
Net Calls Change
-$42K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$44M +$2.48M +118,417 +6%
Morgan Stanley
2
Morgan Stanley
New York
$21.2M -$100K -4,795 -0.5%
Bank of America
3
Bank of America
North Carolina
$17.8M +$3.63M +173,303 +26%
KIM
4
Karpus Investment Management
New York
$16.7M -$172K -8,205 -1%
RCM
5
Rivernorth Capital Management
Florida
$15M -$885K -42,289 -6%
OHA
6
Oak Hill Advisors
New York
$11M -$5.9M -281,733 -35%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$8.44M +$1.61M +76,801 +24%
LFR
8
Lehman Financial Resources
Pennsylvania
$7.08M +$172K +8,200 +2%
Wells Fargo
9
Wells Fargo
California
$6.47M +$704K +33,634 +12%
Deutsche Bank
10
Deutsche Bank
Germany
$5.64M +$5.52M +263,500 +4,835%
AA
11
AQR Arbitrage
Connecticut
$5.04M +$5.03M +240,170 New
SIA
12
Sit Investment Associates
Minnesota
$3.55M +$3.54M +169,300 New
FIMG
13
Financial & Investment Management Group
Michigan
$2.92M -$87.9K -4,200 -3%
PAIM
14
Punch & Associates Investment Management
Minnesota
$2.9M +$22.3K +1,063 +0.8%
LPL Financial
15
LPL Financial
California
$2.22M +$410K +19,591 +23%
RJA
16
Raymond James & Associates
Florida
$2.06M +$246K +11,744 +14%
VanEck Associates
17
VanEck Associates
New York
$1.94M +$183K +8,763 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.92M -$143K -6,833 -7%
NCM
19
Narwhal Capital Management
Georgia
$1.64M +$87.4K +4,176 +6%
WKWM
20
Walter & Keenan Wealth Management
Indiana
$1.59M +$105K +5,000 +7%
UR
21
USCA RIA
Texas
$1.55M +$260K +12,413 +20%
Citigroup
22
Citigroup
New York
$1.43M +$83K +3,966 +6%
DA
23
Doliver Advisors
Texas
$1.36M +$1.47M +70,133 New
PA
24
Pinnacle Associates
New York
$1.23M +$208K +9,929 +20%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.04M +$49.1K +2,345 +5%

BTT Hedge Fund Activity: Q1 2015 in Review

52 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2015, worth a combined $193M — down 2.7% from $198M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BTT and 12 opened new positions — a net loss of 11 holders — while 12 trimmed existing stakes and 21 added.

The largest buyer was Deutsche Bank, adding an estimated $5.52M. The largest seller was AllianceBernstein, exiting entirely with an estimated $12.1M sold.

  • 52 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2015, down from 64 in Q4 2014.
  • Funds reported $193M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2015, down 2.7% quarter-over-quarter.
  • 12 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2015 and 23 closed out, a net change of -11 holders.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2015 was Deutsche Bank, an estimated $5.52M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2015 was AllianceBernstein, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2015.