BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
7 hedge funds and large institutions have $649K invested in BlackRock Massachusetts Tax-Exempt Trust in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
41% more capital invested
Capital invested by funds: $459K → $649K (+$190K)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$145K |
| 2 |
Morgan Stanley
New York
|
+$616 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.4K |
| 2 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$2.68K |
| 3 |
Citigroup
New York
|
-$1.1K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$13 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $272K | -$4.4K | -329 | -2% |
|
|
2
Morgan Stanley
New York
| $162K | +$616 | +46 | +0.4% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $150K | +$145K | +10,802 | New |
|
|
U
4
UBS
Zurich,
Switzerland
| $25K | – | – | – |
|
|
5
Citigroup
New York
| $23K | -$1.1K | -82 | -5% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
|
WEC
7
Winslow Evans & Crocker
Boston,
Massachusetts
| $6.96K | -$2.68K | -200 | -29% |
|
|
8
Wells Fargo
San Francisco,
California
| – | -$13 | -1 | Closed |
|
MHE Hedge Fund Activity: Q2 2014 in Review
7 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q2 2014, worth a combined $649K — up 41% from $459K a quarter earlier.
Fund positioning in MHE was balanced in Q2 2014: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $145K. The largest seller was Bank of America, cutting an estimated $4.4K.
- 7 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $649K of BlackRock Massachusetts Tax-Exempt Trust stock for Q2 2014, up 41% quarter-over-quarter.
- 1 fund opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q2 2014 and 1 closed out, a net change of 0 holders.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q2 2014 was Commonwealth Equity Services, an estimated $145K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q2 2014 was Bank of America, an estimated $4.4K sold.
Based on aggregated 13F filings for Q2 2014.