BlackRock MuniHoldings Fund
MHD
32 hedge funds and large institutions have $21.3M invested in BlackRock MuniHoldings Fund in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
10% more funds holding
Funds holding: 29 → 32 (+3)
4% more capital invested
Capital invested by funds: $20.6M → $21.3M (+$759K)
0.72% more ownership
Funds ownership: 8.39% → 9.11% (+0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$1.03M |
| 2 |
LPL Financial
San Diego,
California
|
+$714K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$315K |
| 4 |
SG Americas Securities
New York
|
+$173K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$363K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$346K |
| 3 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$213K |
| 4 |
Morgan Stanley
New York
|
-$196K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$20.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
26
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $154K | +$157K | +9,339 | New |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $101K | +$1.91K | +114 | +2% |
|
|
CAL
28
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $95K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $60K | – | – | – |
|
|
KJWM
30
Kiley Juergens Wealth Management
Olympia,
Washington
| $20K | +$21K | +1,250 | New |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $17K | – | – | – |
|
|
NSIM
32
North Star Investment Management
Chicago,
Illinois
| $8K | – | – | – |
|
|
NPC
33
National Planning Corporation
El Segundo,
California
| – | -$363K | -20,962 | Closed |
|
|
34
Northern Trust
Chicago,
Illinois
| – | -$346K | -20,000 | Closed |
|
|
SMG
35
Spectrum Management Group
Indianapolis,
Indiana
| – | -$213K | -12,286 | Closed |
|
MHD Hedge Fund Activity: Q4 2017 in Review
32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q4 2017, worth a combined $21.3M — up 3.7% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MHD positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.03M. The largest seller was National Planning Corporation, exiting entirely with an estimated $363K sold.
- 32 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q4 2017, up from 29 in Q3 2017.
- Funds reported $21.3M of BlackRock MuniHoldings Fund stock for Q4 2017, up 3.7% quarter-over-quarter.
- 6 funds opened new BlackRock MuniHoldings Fund positions in Q4 2017 and 3 closed out, a net change of +3 holders.
- The largest BlackRock MuniHoldings Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $1.03M added.
- The largest BlackRock MuniHoldings Fund seller in Q4 2017 was National Planning Corporation, an estimated $363K sold.
Based on aggregated 13F filings for Q4 2017.