BlackRock MuniHoldings Fund
MHD
24 hedge funds and large institutions have $15.7M invested in BlackRock MuniHoldings Fund in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
0.38% more ownership
Funds ownership: 6.89% → 7.28% (+0.38%)
4% less capital invested
Capital invested by funds: $16.3M → $15.7M (-$612K)
4% less funds holding
Funds holding: 25 → 24 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$586K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$560K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$415K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$167K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$62.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$261K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$258K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$224K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$173K |
| 5 |
NES
New England Securities
New York
|
-$146K |
MHD Hedge Fund Activity: Q3 2013 in Review
24 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q3 2013, worth a combined $15.7M — down 3.8% from $16.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MHD and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.
The largest buyer was Sit Investment Associates, adding an estimated $586K. The largest seller was Advisors Asset Management, cutting an estimated $261K.
- 24 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q3 2013, down from 25 in Q2 2013.
- Funds reported $15.7M of BlackRock MuniHoldings Fund stock for Q3 2013, down 3.8% quarter-over-quarter.
- 2 funds opened new BlackRock MuniHoldings Fund positions in Q3 2013 and 3 closed out, a net change of -1 holder.
- The largest BlackRock MuniHoldings Fund buyer in Q3 2013 was Sit Investment Associates, an estimated $586K added.
- The largest BlackRock MuniHoldings Fund seller in Q3 2013 was Advisors Asset Management, an estimated $261K sold.
Based on aggregated 13F filings for Q3 2013.