BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
6 hedge funds and large institutions have $929K invested in BlackRock Massachusetts Tax-Exempt Trust in 2017 Q2 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
15% more capital invested
Capital invested by funds: $810K → $929K (+$119K)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$96.8K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$19.3K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.1K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$194 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $338K | +$96.8K | +6,967 | +40% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $242K | -$194 | -14 | -0.1% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $181K | +$19.3K | +1,388 | +12% |
|
|
4
UBS Group
Zurich,
Switzerland
| $152K | -$11.1K | -800 | -7% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
|
6
Wells Fargo
San Francisco,
California
| $6K | +$6.14K | +442 | +44,200% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| – | -$1K | -100 | Closed |
|
MHE Hedge Fund Activity: Q2 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q2 2017, worth a combined $929K — up 15% from $810K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MHE and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Morgan Stanley, adding an estimated $96.8K. The largest seller was UBS Group, cutting an estimated $11.1K.
- 6 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q2 2017, down from 7 in Q1 2017.
- Funds reported $929K of BlackRock Massachusetts Tax-Exempt Trust stock for Q2 2017, up 15% quarter-over-quarter.
- 0 funds opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q2 2017 and 1 closed out, a net change of -1 holder.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q2 2017 was Morgan Stanley, an estimated $96.8K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q2 2017 was UBS Group, an estimated $11.1K sold.
Based on aggregated 13F filings for Q2 2017.