BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
9 hedge funds and large institutions have $566K invested in BlackRock Massachusetts Tax-Exempt Trust in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
11% less capital invested
Capital invested by funds: $635K → $566K (-$69K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$114K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$56K |
| 3 |
Barclays
London,
United Kingdom
|
+$29.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$12 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$150K |
| 2 |
Morgan Stanley
New York
|
-$93K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.29K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$8K |
| 5 |
Citigroup
New York
|
-$5.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $209K | +$56K | +4,730 | +36% |
|
|
WAM
2
Wolverine Asset Management
Chicago,
Illinois
| $142K | +$114K | +9,604 | +390% |
|
|
3
Morgan Stanley
New York
| $136K | -$93K | -7,851 | -40% |
|
|
4
Barclays
London,
United Kingdom
| $28K | +$29.6K | +2,500 | New |
|
|
U
5
UBS
Zurich,
Switzerland
| $21K | – | – | – |
|
|
6
Citigroup
New York
| $11K | -$5.24K | -442 | -33% |
|
|
WEC
7
Winslow Evans & Crocker
Boston,
Massachusetts
| $11K | +$10.7K | +900 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | -$8.29K | -700 | -50% |
|
|
VKH
9
Virtu KCG Holdings
New York
| – | -$150K | -12,432 | Closed |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$8K | -700 | Closed |
|
|
11
Wells Fargo
San Francisco,
California
| – | +$12 | +1 | New |
|
MHE Hedge Fund Activity: Q4 2013 in Review
9 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q4 2013, worth a combined $566K — down 11% from $635K a quarter earlier.
Fund positioning in MHE was balanced in Q4 2013: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $114K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $150K sold.
- 9 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $566K of BlackRock Massachusetts Tax-Exempt Trust stock for Q4 2013, down 11% quarter-over-quarter.
- 3 funds opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q4 2013 and 3 closed out, a net change of 0 holders.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q4 2013 was Wolverine Asset Management, an estimated $114K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q4 2013 was Virtu KCG Holdings, an estimated $150K sold.
Based on aggregated 13F filings for Q4 2013.