BlackRock Maryland Municipal Bond Trust
BZM was delisted on the 16th of April, 2021.
11 hedge funds and large institutions have $1.9M invested in BlackRock Maryland Municipal Bond Trust in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.
4% more capital invested
Capital invested by funds: $1.83M → $1.9M (+$66K)
15% less funds holding
Funds holding: 13 → 11 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$27.1K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$25.3K |
| 3 |
CHA
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
+$10.9K |
| 4 |
Morgan Stanley
New York
|
+$2.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$185K |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Creative Planning
Overland Park,
Kansas
| $413K | – | – | – |
|
|
2
Morgan Stanley
New York
| $297K | +$2.17K | +156 | +0.8% |
|
3
Bank of America
Charlotte,
North Carolina
| $241K | – | – | – |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $230K | – | – | – |
|
|
FFA
5
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $211K | – | – | – |
|
|
CHA
6
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $159K | +$10.9K | +780 | +8% |
|
|
7
Wells Fargo
San Francisco,
California
| $141K | +$25.3K | +1,814 | +23% |
|
|
SSB
8
Sandy Spring Bank
Olney,
Maryland
| $127K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $53K | +$27.1K | +1,944 | +116% |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $21K | – | – | – |
|
|
BWA
11
Burt Wealth Advisors
North Bethesda,
Maryland
| $2K | – | – | – |
|
|
TJHA
12
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$185K | -14,151 | Closed |
|
|
MOS
13
MGO One Seven
Beachwood,
Ohio
| – | -$15K | -1,200 | Closed |
|
BZM Hedge Fund Activity: Q1 2019 in Review
11 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Maryland Municipal Bond Trust (BZM) for Q1 2019, worth a combined $1.9M — up 3.6% from $1.83M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BZM and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 4 added.
The largest buyer was UBS Group, adding an estimated $27.1K. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $185K sold.
- 11 institutional investors held BlackRock Maryland Municipal Bond Trust (BZM) as of Q1 2019, down from 13 in Q4 2018.
- Funds reported $1.9M of BlackRock Maryland Municipal Bond Trust stock for Q1 2019, up 3.6% quarter-over-quarter.
- 0 funds opened new BlackRock Maryland Municipal Bond Trust positions in Q1 2019 and 2 closed out, a net change of -2 holders.
- The largest BlackRock Maryland Municipal Bond Trust buyer in Q1 2019 was UBS Group, an estimated $27.1K added.
- The largest BlackRock Maryland Municipal Bond Trust seller in Q1 2019 was Thomas J. Herzfeld Advisors, an estimated $185K sold.
Based on aggregated 13F filings for Q1 2019.