BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
12 hedge funds and large institutions have $2.39M invested in BlackRock Massachusetts Tax-Exempt Trust in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
162% more capital invested
Capital invested by funds: $912K → $2.39M (+$1.48M)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
20% more funds holding
Funds holding: 10 → 12 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.04M |
| 2 |
LPL Financial
San Diego,
California
|
+$194K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$160K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$36.2K |
| 5 |
Morgan Stanley
New York
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$10.2K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$291 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.29M | +$1.04M | +78,654 | +449% |
|
|
CRC
2
Curi RMB Capital
Chicago,
Illinois
| $357K | +$160K | +12,133 | +83% |
|
|
3
LPL Financial
San Diego,
California
| $198K | +$194K | +14,710 | New |
|
|
4
Morgan Stanley
New York
| $182K | +$10.4K | +786 | +6% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $168K | -$10.2K | -769 | -6% |
|
|
WAM
6
Wolverine Asset Management
Chicago,
Illinois
| $150K | +$36.2K | +2,738 | +32% |
|
7
UBS Group
Zurich,
Switzerland
| $24K | – | – | – |
|
8
Citigroup
New York
| $13K | +$4.21K | +319 | +49% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
|
WEC
10
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.01K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$291 | -22 | -79% |
|
12
Wells Fargo
San Francisco,
California
| – | +$26 | +2 | New |
|
MHE Hedge Fund Activity: Q4 2015 in Review
12 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q4 2015, worth a combined $2.39M — up 162% from $912K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MHE positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $1.04M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.2K.
- 12 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q4 2015, up from 10 in Q3 2015.
- Funds reported $2.39M of BlackRock Massachusetts Tax-Exempt Trust stock for Q4 2015, up 162% quarter-over-quarter.
- 2 funds opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q4 2015 and 0 closed out, a net change of +2 holders.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q4 2015 was Bank of America, an estimated $1.04M added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q4 2015 was Commonwealth Equity Services, an estimated $10.2K sold.
Based on aggregated 13F filings for Q4 2015.