BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
10 hedge funds and large institutions have $912K invested in BlackRock Massachusetts Tax-Exempt Trust in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
38% more capital invested
Capital invested by funds: $659K → $912K (+$253K)
11% more funds holding
Funds holding: 9 → 10 (+1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$193K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$114K |
| 3 |
Morgan Stanley
New York
|
+$17.9K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$292 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$20.7K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.9K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6.55K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$13 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $228K | -$14.9K | -1,125 | -6% |
|
|
CRC
2
Curi RMB Capital
Chicago,
Illinois
| $189K | +$193K | +14,560 | New |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $174K | +$292 | +22 | +0.2% |
|
|
4
Morgan Stanley
New York
| $166K | +$17.9K | +1,345 | +12% |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $111K | +$114K | +8,551 | New |
|
6
UBS Group
Zurich,
Switzerland
| $23K | – | – | – |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
|
8
Citigroup
New York
| $8K | -$20.7K | -1,559 | -71% |
|
|
WEC
9
Winslow Evans & Crocker
Boston,
Massachusetts
| $3.9K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$6.55K | -493 | -95% |
|
|
11
Wells Fargo
San Francisco,
California
| – | -$13 | -1 | Closed |
|
MHE Hedge Fund Activity: Q3 2015 in Review
10 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q3 2015, worth a combined $912K — up 38% from $659K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MHE positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $193K. The largest seller was Citigroup, cutting an estimated $20.7K.
- 10 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q3 2015, up from 9 in Q2 2015.
- Funds reported $912K of BlackRock Massachusetts Tax-Exempt Trust stock for Q3 2015, up 38% quarter-over-quarter.
- 2 funds opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q3 2015 and 1 closed out, a net change of +1 holder.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q3 2015 was Curi RMB Capital, an estimated $193K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q3 2015 was Citigroup, an estimated $20.7K sold.
Based on aggregated 13F filings for Q3 2015.