BlackRock Maryland Municipal Bond Trust
BZM was delisted on the 16th of April, 2021.
11 hedge funds and large institutions have $2.19M invested in BlackRock Maryland Municipal Bond Trust in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
16% more capital invested
Capital invested by funds: $1.88M → $2.19M (+$310K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$238K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$105K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$43.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$27K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$15 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$35.4K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$21K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.45K |
| 4 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Creative Planning
Overland Park,
Kansas
| $407K | – | – | – |
|
|
2
Bank of America
Charlotte,
North Carolina
| $295K | +$43.6K | +3,000 | +17% |
|
|
3
Morgan Stanley
New York
| $258K | -$35.4K | -2,440 | -12% |
|
|
NGA
4
Naples Global Advisors
Naples,
Florida
| $236K | +$238K | +16,400 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $220K | +$27K | +1,860 | +14% |
|
|
FFA
6
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $208K | – | – | – |
|
|
CHA
7
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $157K | – | – | – |
|
|
8
Wells Fargo
San Francisco,
California
| $138K | +$15 | +1 | +0% |
|
|
SSB
9
Sandy Spring Bank
Olney,
Maryland
| $125K | – | – | – |
|
|
WAM
10
Wolverine Asset Management
Chicago,
Illinois
| $104K | +$105K | +7,244 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $41K | -$7.45K | -513 | -15% |
|
|
AG
12
Advisor Group
Phoenix,
Arizona
| – | -$21K | -1,404 | Closed |
|
|
BWA
13
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$2K | -167 | Closed |
|
BZM Hedge Fund Activity: Q3 2019 in Review
11 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackRock Maryland Municipal Bond Trust (BZM) for Q3 2019, worth a combined $2.19M — up 16% from $1.88M a quarter earlier.
Fund positioning in BZM was balanced in Q3 2019: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Naples Global Advisors, opening a new position worth an estimated $238K. The largest seller was Morgan Stanley, cutting an estimated $35.4K.
- 11 institutional investors held BlackRock Maryland Municipal Bond Trust (BZM) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $2.19M of BlackRock Maryland Municipal Bond Trust stock for Q3 2019, up 16% quarter-over-quarter.
- 2 funds opened new BlackRock Maryland Municipal Bond Trust positions in Q3 2019 and 2 closed out, a net change of 0 holders.
- The largest BlackRock Maryland Municipal Bond Trust buyer in Q3 2019 was Naples Global Advisors, an estimated $238K added.
- The largest BlackRock Maryland Municipal Bond Trust seller in Q3 2019 was Morgan Stanley, an estimated $35.4K sold.
Based on aggregated 13F filings for Q3 2019.