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MHE

BlackRock Massachusetts Tax-Exempt Trust

Delisted

MHE was delisted on the 16th of April, 2021.

7 hedge funds and large institutions have $883K invested in BlackRock Massachusetts Tax-Exempt Trust in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding

Funds holding: 67 (+1)

10% less capital invested

Capital invested by funds: $983K → $883K (-$100K)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$319K -$4.46K -325 -1%
Bank of America
2
Bank of America
North Carolina
$230K
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$173K +$192 +14 +0.1%
UBS Group
4
UBS Group
Switzerland
$90K -$46.7K -3,400 -33%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$55K -$9.61K -700 -14%
TCCM
6
Timber Creek Capital Management
Massachusetts
$9K +$10.3K +750 New
Wells Fargo
7
Wells Fargo
California
$7K

MHE Hedge Fund Activity: Q1 2018 in Review

7 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q1 2018, worth a combined $883K — down 10% from $983K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new MHE positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Timber Creek Capital Management, opening a new position worth an estimated $10.3K. The largest seller was UBS Group, cutting an estimated $46.7K.

  • 7 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q1 2018, up from 6 in Q4 2017.
  • Funds reported $883K of BlackRock Massachusetts Tax-Exempt Trust stock for Q1 2018, down 10% quarter-over-quarter.
  • 1 fund opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q1 2018 and 0 closed out, a net change of +1 holder.
  • The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q1 2018 was Timber Creek Capital Management, an estimated $10.3K added.
  • The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q1 2018 was UBS Group, an estimated $46.7K sold.

Based on aggregated 13F filings for Q1 2018.