BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
9 hedge funds and large institutions have $659K invested in BlackRock Massachusetts Tax-Exempt Trust in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
8% less capital invested
Capital invested by funds: $719K → $659K (-$60.3K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$31.2K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.38K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.53K |
| 4 |
Morgan Stanley
New York
|
+$595 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$14 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
-$48K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$12.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $251K | -$12.1K | -853 | -4% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $180K | +$4.53K | +320 | +2% |
|
|
3
Morgan Stanley
New York
| $154K | +$595 | +42 | +0.4% |
|
|
4
Citigroup
New York
| $30K | +$31.2K | +2,205 | New |
|
5
UBS Group
Zurich,
Switzerland
| $24K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $7K | +$7.38K | +521 | New |
|
|
WEC
8
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.05K | – | – | – |
|
|
PCM
9
Parsons Capital Management
Providence,
Rhode Island
| – | -$48K | -3,330 | Closed |
|
|
10
Wells Fargo
San Francisco,
California
| – | +$14 | +1 | New |
|
MHE Hedge Fund Activity: Q2 2015 in Review
9 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q2 2015, worth a combined $659K — down 8.4% from $719K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MHE positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Citigroup, opening a new position worth an estimated $31.2K. The largest seller was Parsons Capital Management, exiting entirely with an estimated $48K sold.
- 9 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q2 2015, up from 7 in Q1 2015.
- Funds reported $659K of BlackRock Massachusetts Tax-Exempt Trust stock for Q2 2015, down 8.4% quarter-over-quarter.
- 3 funds opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q2 2015 and 1 closed out, a net change of +2 holders.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q2 2015 was Citigroup, an estimated $31.2K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q2 2015 was Parsons Capital Management, an estimated $48K sold.
Based on aggregated 13F filings for Q2 2015.