BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
7 hedge funds and large institutions have $626K invested in BlackRock Massachusetts Tax-Exempt Trust in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
4% less capital invested
Capital invested by funds: $649K → $626K (-$22.8K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$623 |
| 2 |
Wells Fargo
San Francisco,
California
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$23K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.02K |
| 3 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$2.77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $274K | – | – | – |
|
|
2
Morgan Stanley
New York
| $164K | +$623 | +45 | +0.4% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $149K | -$3.02K | -218 | -2% |
|
|
U
4
UBS
Zurich,
Switzerland
| $25K | – | – | – |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
|
WEC
6
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.21K | -$2.77K | -200 | -40% |
|
|
7
Citigroup
New York
| – | -$23K | -1,718 | Closed |
|
|
8
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | New |
|
MHE Hedge Fund Activity: Q3 2014 in Review
7 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q3 2014, worth a combined $626K — down 3.5% from $649K a quarter earlier.
Fund positioning in MHE was balanced in Q3 2014: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $623. The largest seller was Citigroup, exiting entirely with an estimated $23K sold.
- 7 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $626K of BlackRock Massachusetts Tax-Exempt Trust stock for Q3 2014, down 3.5% quarter-over-quarter.
- 1 fund opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q3 2014 and 1 closed out, a net change of 0 holders.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q3 2014 was Morgan Stanley, an estimated $623 added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q3 2014 was Citigroup, an estimated $23K sold.
Based on aggregated 13F filings for Q3 2014.