BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
9 hedge funds and large institutions have $1.35M invested in BlackRock Massachusetts Tax-Exempt Trust in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
39% more capital invested
Capital invested by funds: $971K → $1.35M (+$383K)
29% more funds holding
Funds holding: 7 → 9 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$305K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$148K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$22.2K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$238 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$46.4K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $420K | +$148K | +11,791 | +55% |
|
|
2
Morgan Stanley
New York
| $326K | -$46.4K | -3,700 | -12% |
|
|
CRC
3
Curi RMB Capital
Chicago,
Illinois
| $306K | +$305K | +24,310 | New |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $141K | +$238 | +19 | +0.2% |
|
5
UBS Group
Zurich,
Switzerland
| $85K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $38K | -$14.4K | -1,150 | -28% |
|
|
WAM
7
Wolverine Asset Management
Chicago,
Illinois
| $22K | +$22.2K | +1,768 | New |
|
|
TCCM
8
Timber Creek Capital Management
Boston,
Massachusetts
| $9K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $7K | +$13 | +1 | +0.2% |
|
MHE Hedge Fund Activity: Q3 2018 in Review
9 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q3 2018, worth a combined $1.35M — up 39% from $971K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MHE positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $305K. The largest seller was Morgan Stanley, cutting an estimated $46.4K.
- 9 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q3 2018, up from 7 in Q2 2018.
- Funds reported $1.35M of BlackRock Massachusetts Tax-Exempt Trust stock for Q3 2018, up 39% quarter-over-quarter.
- 2 funds opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q3 2018 and 0 closed out, a net change of +2 holders.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q3 2018 was Curi RMB Capital, an estimated $305K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q3 2018 was Morgan Stanley, an estimated $46.4K sold.
Based on aggregated 13F filings for Q3 2018.