BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
7 hedge funds and large institutions have $924K invested in BlackRock Massachusetts Tax-Exempt Trust in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
1% less capital invested
Capital invested by funds: $929K → $924K (-$5K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$12.7K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.39K |
| 3 |
Morgan Stanley
New York
|
+$583 |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$292 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $336K | +$583 | +42 | +0.2% |
|
2
Bank of America
Charlotte,
North Carolina
| $239K | – | – | – |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $180K | +$292 | +21 | +0.2% |
|
|
4
UBS Group
Zurich,
Switzerland
| $140K | -$10.8K | -775 | -7% |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $12K | +$12.7K | +916 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
|
7
Wells Fargo
San Francisco,
California
| $7K | +$1.39K | +100 | +23% |
|
MHE Hedge Fund Activity: Q3 2017 in Review
7 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q3 2017, worth a combined $924K — down 0.54% from $929K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MHE positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $12.7K. The largest seller was UBS Group, cutting an estimated $10.8K.
- 7 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q3 2017, up from 6 in Q2 2017.
- Funds reported $924K of BlackRock Massachusetts Tax-Exempt Trust stock for Q3 2017, down 0.54% quarter-over-quarter.
- 1 fund opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q3 2017 and 0 closed out, a net change of +1 holder.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q3 2017 was Wolverine Asset Management, an estimated $12.7K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q3 2017 was UBS Group, an estimated $10.8K sold.
Based on aggregated 13F filings for Q3 2017.