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BlackRock MuniHoldings Fund
MHD

108 hedge funds and large institutions have $208M invested in BlackRock MuniHoldings Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $195M → $208M (+$13.8M)

2.37% more ownership

Funds ownership: 30.1% → 32.47% (+2.4%)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 111 → 108 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
34
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
+$5.24M
2
KIM
Karpus Investment Management
New York
+$3.73M
3
RCM
Rivernorth Capital Management
Florida
+$3.42M
4
BI
Bramshill Investments
Florida
+$2.61M
5
SCM
Saba Capital Management
New York
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$4.5M
2
UBS Group
UBS Group
Switzerland
-$617K
3
Invesco
Invesco
Georgia
-$479K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$397K
5
HighTower Advisors
HighTower Advisors
Illinois
-$379K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Saba Capital Management
New York
$1.34M +$1.33M +111,268 New
DLG
27
Daniel L. Goodwin
$1.28M +$62.3K +5,200 +5%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.17M – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.15M -$61.1K -5,101 -5%
DWM
30
Dakota Wealth Management
Florida
$1.05M +$211K +17,600 +25%
PAS
31
Park Avenue Securities
New York
$998K -$9.3K -776 -0.9%
HighTower Advisors
32
HighTower Advisors
Illinois
$897K -$379K -31,661 -30%
CIA
33
Capital Investment Advisors
Georgia
$882K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$824K -$5.02K -419 -0.6%
PMG
35
ProVise Management Group
Florida
$673K – – –
NFG
36
Nations Financial Group
Iowa
$662K – – –
RP
37
Riverbridge Partners
Minnesota
$607K -$4.06K -339 -0.7%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$589K +$229K +19,100 +64%
LPL Financial
39
LPL Financial
California
$581K +$52.3K +4,364 +10%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$561K +$35.3K +2,942 +7%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$553K +$7.39K +617 +1%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$511K +$19.7K +1,644 +4%
First Trust Advisors
43
First Trust Advisors
Illinois
$480K -$26.6K -2,221 -5%
RJA
44
Raymond James & Associates
Florida
$474K -$88.6K -7,391 -16%
TGAM
45
TBH Global Asset Management
Tennessee
$417K +$415K +34,635 New
Ameriprise
46
Ameriprise
Minnesota
$386K +$22.8K +1,905 +6%
EWA
47
Encompass Wealth Advisors
Oregon
$364K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$361K +$36 +3 +0%
WDC
49
Woodward Diversified Capital
California
$353K – – –
MSAM
50
Moloney Securities Asset Management
Missouri
$345K +$46.7K +3,897 +16%
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MHD Hedge Fund Activity: Q1 2023 in Review

108 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2023, worth a combined $208M — up 7.1% from $195M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MHD and 11 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 34 added.

The largest buyer was Woodline Partners, adding an estimated $5.24M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $4.5M.

  • 108 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2023, down from 111 in Q4 2022.
  • Funds reported $208M of BlackRock MuniHoldings Fund stock for Q1 2023, up 7.1% quarter-over-quarter.
  • 11 funds opened new BlackRock MuniHoldings Fund positions in Q1 2023 and 13 closed out, a net change of -2 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q1 2023 was Woodline Partners, an estimated $5.24M added.
  • The largest BlackRock MuniHoldings Fund seller in Q1 2023 was Hennion & Walsh Asset Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q1 2023.