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BlackRock MuniHoldings Fund
MHD

103 hedge funds and large institutions have $188M invested in BlackRock MuniHoldings Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

4% more funds holding

Funds holding: 99 → 103 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.86% less ownership

Funds ownership: 21.93% → 21.07% (-0.86%)

3% less capital invested

Capital invested by funds: $193M → $188M (-$5M)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
27
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$3.17M
2
RCM
Rivernorth Capital Management
Florida
+$2.16M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.71M
4
Wells Fargo
Wells Fargo
California
+$606K
5
Cohen & Steers
Cohen & Steers
New York
+$439K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$5.25M
2
RCM
Robinson Capital Management
Michigan
-$2.88M
3
GC
Guggenheim Capital
Illinois
-$2.62M
4
UBS Group
UBS Group
Switzerland
-$1.94M
5
ACA
Ackerman Capital Advisors
Texas
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$1.53M -$16.6K -1,000 -1%
AIP
27
Ahrens Investment Partners
Louisiana
$1.19M +$184K +11,100 +19%
RCA
28
Ranch Capital Advisors
Florida
$1.05M -$111K -6,719 -10%
PAS
29
Park Avenue Securities
New York
$1M +$96.8K +5,834 +11%
LPL Financial
30
LPL Financial
California
$984K +$126K +7,604 +15%
DLG
31
Daniel L. Goodwin
$983K – – –
MC
32
Moors & Cabot
Massachusetts
$953K +$138K +8,308 +17%
ACA
33
Ackerman Capital Advisors
Texas
$840K -$1.29M -77,824 -61%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$819K -$81.1K -4,885 -9%
BWA
35
BDO Wealth Advisors
Florida
$778K -$189K -11,369 -20%
Ameriprise
36
Ameriprise
Minnesota
$774K +$178K +10,702 +30%
BRWA
37
B. Riley Wealth Advisors
Florida
$772K +$6.45K +389 +0.9%
AFG
38
Alterity Financial Group
Maine
$754K +$746K +44,964 New
HighTower Advisors
39
HighTower Advisors
Illinois
$668K +$647 +39 +0.1%
WWMSC
40
Wagner Wealth Management (South Carolina)
South Carolina
$636K – – –
RJA
41
Raymond James & Associates
Florida
$631K +$23.6K +1,420 +4%
TIM
42
Total Investment Management
Arizona
$569K -$5.28K -318 -0.9%
PPA
43
Parametric Portfolio Associates
Washington
$549K -$152K -9,166 -22%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$516K +$76.5K +4,613 +18%
Truist Financial
45
Truist Financial
North Carolina
$504K -$1.09K -66 -0.2%
PAG
46
Private Advisor Group
New Jersey
$504K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$500K – – –
WDC
48
Woodward Diversified Capital
California
$491K – – –
EWA
49
Encompass Wealth Advisors
Oregon
$442K – – –
Stifel Financial
50
Stifel Financial
Missouri
$439K – – –
1
2
3 4 5

MHD Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q4 2021, worth a combined $188M — down 2.6% from $193M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MHD positions and 10 closed out — a net gain of 5 holders — while 27 added to existing stakes and 29 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $3.17M. The largest seller was Kestra Advisory Services, cutting an estimated $5.25M.

  • 103 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q4 2021, up from 99 in Q3 2021.
  • Funds reported $188M of BlackRock MuniHoldings Fund stock for Q4 2021, down 2.6% quarter-over-quarter.
  • 15 funds opened new BlackRock MuniHoldings Fund positions in Q4 2021 and 10 closed out, a net change of +5 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q4 2021 was Bramshill Investments, an estimated $3.17M added.
  • The largest BlackRock MuniHoldings Fund seller in Q4 2021 was Kestra Advisory Services, an estimated $5.25M sold.

Based on aggregated 13F filings for Q4 2021.