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BlackRock MuniHoldings Fund
MHD

35 hedge funds and large institutions have $24.4M invested in BlackRock MuniHoldings Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 34 → 35 (+1)

4% more capital invested

Capital invested by funds: $23.3M → $24.4M (+$1.04M)

0.48% less ownership

Funds ownership: 10.52% → 10.04% (-0.48%)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$298K
2
Bank of America
Bank of America
North Carolina
+$262K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$212K
4
GC
Guggenheim Capital
Illinois
+$105K
5
AF
Advisornet Financial
Minnesota
+$61.1K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.05M
2
Invesco
Invesco
Georgia
-$630K
3
PFPT
Pinnacle Financial Partners (Tennessee)
Tennessee
-$60K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$24.5K
5
AG
Advisor Group
Arizona
-$15.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$156K +$1.03K +63 +0.7%
DOA
27
D'Orazio & Associates
Virginia
$128K – – –
AF
28
Advisornet Financial
Minnesota
$64K +$61.1K +3,750 New
SPIA
29
Steward Partners Investment Advisory
New York
$51K +$48.9K +3,000 New
JPLA
30
Joseph P. Lucia & Associates
New York
$43K +$40.7K +2,500 New
FHA
31
Flagship Harbor Advisors
Massachusetts
$22K – – –
S
32
SignatureFD
Georgia
$21K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$21K +$20.2K +1,243 New
GWM
34
Geneos Wealth Management
Colorado
$18K – – –
FIA
35
FNY Investment Advisers
New York
$2K +$326 +20 +14%
ACA
36
Ackerman Capital Advisors
Texas
– -$450 -28,209 Closed
PFPT
37
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$60K -3,738 Closed
MFW
38
Mosaic Family Wealth
Missouri
– -$9K -566 Closed
FHB
39
First Hawaiian Bank
Hawaii
– -$6K -355 Closed
NSIM
40
North Star Investment Management
Illinois
– -$4K -250 Closed
1
2

MHD Hedge Fund Activity: Q2 2019 in Review

35 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q2 2019, worth a combined $24.4M — up 4.5% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MHD positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $298K. The largest seller was Morgan Stanley, cutting an estimated $1.05M.

  • 35 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q2 2019, up from 34 in Q1 2019.
  • Funds reported $24.4M of BlackRock MuniHoldings Fund stock for Q2 2019, up 4.5% quarter-over-quarter.
  • 6 funds opened new BlackRock MuniHoldings Fund positions in Q2 2019 and 5 closed out, a net change of +1 holder.
  • The largest BlackRock MuniHoldings Fund buyer in Q2 2019 was Susquehanna International Group, an estimated $298K added.
  • The largest BlackRock MuniHoldings Fund seller in Q2 2019 was Morgan Stanley, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2019.