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BlackRock MuniHoldings Fund

114 hedge funds and large institutions have $294M invested in BlackRock MuniHoldings Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more funds holding

Funds holding: 104114 (+10)

1.94% more ownership

Funds ownership: 46.32%48.26% (+1.9%)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $305M → $294M (-$11.7M)

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
35
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWMP
26
Noble Wealth Management PBC
Colorado
$1.27M +$1.34M +108,565 New
Raymond James Financial
27
Raymond James Financial
Florida
$1.17M +$1.24M +100,475 New
Cohen & Steers
28
Cohen & Steers
New York
$1.17M +$61.6K +5,000 +5%
UBS Group
29
UBS Group
Switzerland
$1.1M +$315K +25,585 +37%
PAS
30
Park Avenue Securities
New York
$1.08M +$56.5K +4,587 +5%
Invesco
31
Invesco
Georgia
$1.03M +$614K +49,841 +130%
HighTower Advisors
32
HighTower Advisors
Illinois
$984K +$324K +26,328 +45%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$906K +$89.5K +7,268 +10%
ACA
34
Ackerman Capital Advisors
Texas
$757K -$71.5K -5,807 -8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$731K -$6.38K -518 -0.8%
FHA
36
Flagship Harbor Advisors
Massachusetts
$714K -$33.5K -2,720 -4%
CIA
37
Capital Investment Advisors
Georgia
$707K -$112K -9,129 -13%
RIL
38
Rothschild Investment LLC
Illinois
$626K
MSAM
39
Moloney Securities Asset Management
Missouri
$597K +$9.51K +772 +2%
NFG
40
Nations Financial Group
Iowa
$591K -$32.7K -2,652 -5%
RC
41
Rareview Capital
Nevada
$540K +$525K +42,650 New
RP
42
Riverbridge Partners
Minnesota
$516K -$90.3K -7,329 -14%
Ameriprise
43
Ameriprise
Minnesota
$466K +$24.8K +2,013 +5%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$455K -$69.4K -5,632 -13%
N
45
Nuveen
North Carolina
$442K +$68.7K +5,579 +17%
WFA
46
Wellspring Financial Advisors
Ohio
$430K -$98K -7,960 -18%
SA
47
Scarborough Advisors
Maryland
$408K +$431K +35,000 New
GSIAS
48
Garden State Investment Advisory Services
New Jersey
$398K +$98.5K +8,000 +31%
Stifel Financial
49
Stifel Financial
Missouri
$391K -$18.7K -1,516 -4%
PVM
50
Palogic Value Management
Texas
$390K

MHD Hedge Fund Activity: Q4 2024 in Review

114 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q4 2024, worth a combined $294M — down 3.8% from $305M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MHD positions and 9 closed out — a net gain of 12 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $5.14M. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $1.53M.

  • 114 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q4 2024, up from 104 in Q3 2024.
  • Funds reported $294M of BlackRock MuniHoldings Fund stock for Q4 2024, down 3.8% quarter-over-quarter.
  • 21 funds opened new BlackRock MuniHoldings Fund positions in Q4 2024 and 9 closed out, a net change of +12 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q4 2024 was Hennion & Walsh Asset Management, an estimated $5.14M added.
  • The largest BlackRock MuniHoldings Fund seller in Q4 2024 was Horizon Kinetics Asset Management, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2024.