BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
7 hedge funds and large institutions have $719K invested in BlackRock Massachusetts Tax-Exempt Trust in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
11% more capital invested
Capital invested by funds: $645K → $719K (+$74K)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
+$47.7K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$27.3K |
| 3 |
Morgan Stanley
New York
|
+$602 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Bank of America
Charlotte,
North Carolina
| $280K | – | – | – |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $187K | +$27.3K | +1,902 | +17% |
|
|
3
Morgan Stanley
New York
| $164K | +$602 | +42 | +0.4% |
|
|
PCM
4
Parsons Capital Management
Providence,
Rhode Island
| $48K | +$47.7K | +3,330 | New |
|
5
UBS Group
Zurich,
Switzerland
| $26K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
|
WEC
7
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.3K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| – | -$3K | -200 | Closed |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$14 | -1 | Closed |
|
MHE Hedge Fund Activity: Q1 2015 in Review
7 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q1 2015, worth a combined $719K — up 11% from $645K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MHE and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Parsons Capital Management, opening a new position worth an estimated $47.7K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $3K sold.
- 7 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q1 2015, down from 8 in Q4 2014.
- Funds reported $719K of BlackRock Massachusetts Tax-Exempt Trust stock for Q1 2015, up 11% quarter-over-quarter.
- 1 fund opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q1 2015 and 2 closed out, a net change of -1 holder.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q1 2015 was Parsons Capital Management, an estimated $47.7K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q1 2015 was Tower Research Capital (TRC), an estimated $3K sold.
Based on aggregated 13F filings for Q1 2015.