BlackRock Massachusetts Tax-Exempt Trust
MHE was delisted on the 16th of April, 2021.
9 hedge funds and large institutions have $1.77M invested in BlackRock Massachusetts Tax-Exempt Trust in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
6% more capital invested
Capital invested by funds: $1.66M → $1.77M (+$108K)
0% more funds holding
Funds holding: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$214K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$148K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$35.9K |
| 4 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
+$26.7K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$160 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $624K | +$148K | +11,097 | +28% |
|
|
2
Morgan Stanley
New York
| $531K | +$214K | +16,045 | +59% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $275K | +$35.9K | +2,688 | +14% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $169K | +$160 | +12 | +0.1% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $80K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $43K | – | – | – |
|
|
WEC
7
Winslow Evans & Crocker
Boston,
Massachusetts
| $26K | +$26.7K | +2,000 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $15K | +$16.7K | +1,253 | New |
|
9
Wells Fargo
San Francisco,
California
| $7K | – | – | – |
|
|
10
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$177K | -13,400 | Closed |
|
MHE Hedge Fund Activity: Q1 2020 in Review
9 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BlackRock Massachusetts Tax-Exempt Trust (MHE) for Q1 2020, worth a combined $1.77M — up 6.5% from $1.66M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MHE positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $214K. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $177K sold.
- 9 institutional investors held BlackRock Massachusetts Tax-Exempt Trust (MHE) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $1.77M of BlackRock Massachusetts Tax-Exempt Trust stock for Q1 2020, up 6.5% quarter-over-quarter.
- 2 funds opened new BlackRock Massachusetts Tax-Exempt Trust positions in Q1 2020 and 1 closed out, a net change of +1 holder.
- The largest BlackRock Massachusetts Tax-Exempt Trust buyer in Q1 2020 was Morgan Stanley, an estimated $214K added.
- The largest BlackRock Massachusetts Tax-Exempt Trust seller in Q1 2020 was Janney Montgomery Scott, an estimated $177K sold.
Based on aggregated 13F filings for Q1 2020.