We are live on ! Find out more
MHD icon

BlackRock MuniHoldings Fund
MHD

99 hedge funds and large institutions have $169M invested in BlackRock MuniHoldings Fund in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 25 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,220% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 5

1,150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 2

469% more capital invested

Capital invested by funds: $29.7M → $169M (+$139M)

161% more funds holding

Funds holding: 38 → 99 (+61)

6.86% more ownership

Funds ownership: 12.95% → 19.81% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
99
Holders Change
+61
Holders Change %
+160.53%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
66
Increased
25
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$14.7M
2
MSL
Mackay Shields LLC
New York
+$12.3M
3
GC
Guggenheim Capital
Illinois
+$11M
4
AAM
Advisors Asset Management
Colorado
+$8.29M
5
SIA
Sit Investment Associates
Minnesota
+$8.2M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$832K
2
CRC
Curi RMB Capital
Illinois
-$810K
3
SWP
Stratos Wealth Partners
Ohio
-$243K
4
DAS
Dynamic Advisor Solutions
Arizona
-$168K
5
Millennium Management
Millennium Management
New York
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cetera Advisors
Colorado
$384K +$388K +24,003 New
MWM
52
Meridian Wealth Management
Kentucky
$358K +$361K +22,353 New
Truist Financial
53
Truist Financial
North Carolina
$338K +$341K +21,094 New
CP
54
Camelot Portfolios
Ohio
$320K +$323K +19,981 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$318K +$321K +19,844 New
CFGS
56
Concourse Financial Group Securities
Alabama
$317K +$319K +19,755 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$316K +$319K +19,771 New
UR
58
USCA RIA
Texas
$310K +$146K +9,050 +88%
CIA
59
Choate Investment Advisors
Massachusetts
$308K +$311K +19,226 New
Stifel Financial
60
Stifel Financial
Missouri
$302K +$305K +18,888 New
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$270K +$273K +16,874 New
Allianz Asset Management
62
Allianz Asset Management
Germany
$266K +$269K +16,640 New
AWG
63
Altus Wealth Group
Colorado
$232K +$228K +14,138 New
PM
64
Penbrook Management
New York
$215K +$218K +13,461 New
OA
65
Oxbow Advisors
Texas
$203K +$205K +12,705 New
ECM
66
Evergreen Capital Management
Washington
$188K +$190K +11,772 New
RCM
67
RB Capital Management
Nevada
$187K +$188K +11,660 New
SFS
68
Sowell Financial Services
Arkansas
$175K +$147K +9,108 +607%
KOMWMG
69
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$172K +$174K +10,768 New
Goldman Sachs
70
Goldman Sachs
New York
$162K +$164K +10,133 New
LPIC
71
LeJeune Puetz Investment Counsel
Michigan
$127K +$129K +7,961 New
DOA
72
D'Orazio & Associates
Virginia
$120K – – –
SWM
73
Spire Wealth Management
Virginia
$116K +$117K +7,233 New
CFB
74
Cullen/Frost Bankers
Texas
$96K +$96.9K +5,997 New
SPIA
75
Steward Partners Investment Advisory
New York
$82.4K +$34.8K +2,152 +72%
1 2
3
4 5

MHD Hedge Fund Activity: Q1 2021 in Review

99 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2021, worth a combined $169M — up 469% from $29.7M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MHD positions and 5 closed out — a net gain of 61 holders — while 25 added to existing stakes and 2 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $14.7M. The largest seller was Kestra Advisory Services, cutting an estimated $832K.

  • 99 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2021, up from 38 in Q4 2020.
  • Funds reported $169M of BlackRock MuniHoldings Fund stock for Q1 2021, up 469% quarter-over-quarter.
  • 66 funds opened new BlackRock MuniHoldings Fund positions in Q1 2021 and 5 closed out, a net change of +61 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $14.7M added.
  • The largest BlackRock MuniHoldings Fund seller in Q1 2021 was Kestra Advisory Services, an estimated $832K sold.

Based on aggregated 13F filings for Q1 2021.