BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
9 hedge funds and large institutions have $1.38M invested in BlackRock Massachusetts Tax-Exempt Trust in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
16% more capital invested
Capital invested by funds: $1.19M → $1.38M (+$190K)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$175K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$32.6K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.75K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$65 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19.6K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.62K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $501K | -$5.62K | -431 | -1% |
|
|
2
Morgan Stanley
New York
| $298K | -$19.6K | -1,500 | -6% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $182K | -$2.36K | -181 | -1% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $177K | +$175K | +13,400 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $143K | +$1.75K | +134 | +1% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $33K | +$32.6K | +2,500 | New |
|
7
UBS Group
Zurich,
Switzerland
| $20K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $16K | +$65 | +5 | +0.4% |
|
|
9
Wells Fargo
San Francisco,
California
| $7K | +$13 | +1 | +0.2% |
|
MHE Hedge Fund Activity: Q3 2019 in Review
9 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q3 2019, worth a combined $1.38M — up 16% from $1.19M 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 3 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $175K. The largest seller was Morgan Stanley, cutting an estimated $19.6K.
- 9 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q3 2019, up from 7 in Q2 2019.
- Funds reported $1.38M of BlackRock Massachusetts Tax-Exempt Trust stock for Q3 2019, up 16% quarter-over-quarter.
- 2 funds opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q3 2019 and 0 closed out, a net change of +2 holders.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q3 2019 was Janney Montgomery Scott, an estimated $175K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q3 2019 was Morgan Stanley, an estimated $19.6K sold.
Based on aggregated 13F filings for Q3 2019.