BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
8 hedge funds and large institutions have $645K invested in BlackRock Massachusetts Tax-Exempt Trust in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
14% more funds holding
Funds holding: 7 → 8 (+1)
3% more capital invested
Capital invested by funds: $626K → $645K (+$19.1K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.57K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $280K | – | – | – |
|
|
2
Morgan Stanley
New York
| $163K | -$4.91K | -343 | -3% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $159K | +$7.57K | +529 | +5% |
|
4
UBS Group
Zurich,
Switzerland
| $26K | +$25.7K | +1,800 | New |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
|
WEC
6
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.31K | – | – | – |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $3K | +$2.86K | +200 | New |
|
MHE Hedge Fund Activity: Q4 2014 in Review
8 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q4 2014, worth a combined $645K — up 3% from $626K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MHE positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $7.57K. The largest seller was Morgan Stanley, cutting an estimated $4.91K.
- 8 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q4 2014, up from 7 in Q3 2014.
- Funds reported $645K of BlackRock Massachusetts Tax-Exempt Trust stock for Q4 2014, up 3% quarter-over-quarter.
- 2 funds opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q4 2014 and 0 closed out, a net change of +2 holders.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q4 2014 was Commonwealth Equity Services, an estimated $7.57K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q4 2014 was Morgan Stanley, an estimated $4.91K sold.
Based on aggregated 13F filings for Q4 2014.