BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
9 hedge funds and large institutions have $635K invested in BlackRock Massachusetts Tax-Exempt Trust in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
16% more capital invested
Capital invested by funds: $547K → $635K (+$88K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$15.6K |
| 2 |
Citigroup
New York
|
+$13.3K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$8.42K |
| 4 |
Morgan Stanley
New York
|
+$5.92K |
| 5 |
BPBT
Boston Private Bank & Trust
Boston,
Massachusetts
|
+$60 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$69.4K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$505 |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $235K | +$5.92K | +492 | +3% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $158K | -$69.4K | -5,766 | -31% |
|
|
VKH
3
Virtu KCG Holdings
New York
| $150K | +$150K | +12,432 | New |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $29K | +$15.6K | +1,295 | +111% |
|
|
U
5
UBS
Zurich,
Switzerland
| $22K | -$505 | -42 | -2% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | – | – | – |
|
|
7
Citigroup
New York
| $16K | +$13.3K | +1,108 | +464% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $8K | +$8.42K | +700 | New |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$12 | -1 | Closed |
|
|
BPBT
10
Boston Private Bank & Trust
Boston,
Massachusetts
| – | +$60 | +5 | New |
|
MHE Hedge Fund Activity: Q3 2013 in Review
9 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q3 2013, worth a combined $635K — up 16% from $547K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MHE positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $15.6K. The largest seller was Bank of America, cutting an estimated $69.4K.
- 9 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q3 2013, up from 7 in Q2 2013.
- Funds reported $635K of BlackRock Massachusetts Tax-Exempt Trust stock for Q3 2013, up 16% quarter-over-quarter.
- 3 funds opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q3 2013 and 1 closed out, a net change of +2 holders.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q3 2013 was Wolverine Asset Management, an estimated $15.6K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q3 2013 was Bank of America, an estimated $69.4K sold.
Based on aggregated 13F filings for Q3 2013.