We are live on ! Find out more
MHD icon

BlackRock MuniHoldings Fund

103 hedge funds and large institutions have $283M invested in BlackRock MuniHoldings Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2% more capital invested

Capital invested by funds: $277M → $283M (+$5.39M)

0.23% more ownership

Funds ownership: 43.67%43.91% (+0.23%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

5% less funds holding

Funds holding: 108103 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
35
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$1.52M +$2.39K +200 +0.2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.4M +$5.83K +489 +0.4%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.19M -$128K -10,733 -10%
LPL Financial
29
LPL Financial
California
$1.16M +$174K +14,576 +18%
PAS
30
Park Avenue Securities
New York
$1.11M -$8.66K -726 -0.8%
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$885K +$449K +37,600 +105%
CIA
32
Capital Investment Advisors
Georgia
$868K
Baird Financial Group
33
Baird Financial Group
Wisconsin
$857K +$95.4K +7,994 +13%
UBS Group
34
UBS Group
Switzerland
$800K -$140K -11,711 -15%
RJA
35
Raymond James & Associates
Florida
$759K -$227 -19 -0%
FHA
36
Flagship Harbor Advisors
Massachusetts
$714K -$44.4K -3,718 -6%
NFG
37
Nations Financial Group
Iowa
$654K
LCM
38
Landscape Capital Management
New Jersey
$647K -$419K -35,136 -40%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$606K -$47.9K -4,012 -7%
RP
40
Riverbridge Partners
Minnesota
$600K -$11.6K -975 -2%
RIL
41
Rothschild Investment LLC
Illinois
$594K
NMC
42
Nine Masts Capital
Hong Kong
$572K +$565K +47,342 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$567K +$64.6K +5,415 +13%
MSAM
44
Moloney Securities Asset Management
Missouri
$565K +$59K +4,942 +12%
PMG
45
ProVise Management Group
Florida
$527K -$14.4K -1,210 -3%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$457K +$1.28K +107 +0.3%
HighTower Advisors
47
HighTower Advisors
Illinois
$445K -$422K -35,369 -49%
Cohen & Steers
48
Cohen & Steers
New York
$428K
Stifel Financial
49
Stifel Financial
Missouri
$426K +$43.1K +3,609 +11%
WFA
50
Wellspring Financial Advisors
Ohio
$426K +$11.3K +950 +3%

MHD Hedge Fund Activity: Q1 2024 in Review

103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2024, worth a combined $283M — up 1.9% from $277M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MHD and 10 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 35 added.

The largest buyer was Mackay Shields LLC, adding an estimated $8.1M. The largest seller was Bramshill Investments, cutting an estimated $9.71M.

  • 103 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2024, down from 108 in Q4 2023.
  • Funds reported $283M of BlackRock MuniHoldings Fund stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 10 funds opened new BlackRock MuniHoldings Fund positions in Q1 2024 and 13 closed out, a net change of -3 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q1 2024 was Mackay Shields LLC, an estimated $8.1M added.
  • The largest BlackRock MuniHoldings Fund seller in Q1 2024 was Bramshill Investments, an estimated $9.71M sold.

Based on aggregated 13F filings for Q1 2024.