We are live on ! Find out more
MHD icon

BlackRock MuniHoldings Fund
MHD

104 hedge funds and large institutions have $166M invested in BlackRock MuniHoldings Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 103 → 104 (+1)

0.76% more ownership

Funds ownership: 21.07% → 21.83% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less capital invested

Capital invested by funds: $188M → $166M (-$22.7M)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
28
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$6.98M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.43M
3
RCM
Robinson Capital Management
Michigan
+$1.63M
4
PPA
Parametric Portfolio Associates
Washington
+$1.41M
5
Bank of America
Bank of America
North Carolina
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$3.08M
2
GC
Guggenheim Capital
Illinois
-$2M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.57M
4
AIP
Ahrens Investment Partners
Louisiana
-$1.02M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$769K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
Encompass Wealth Advisors
Oregon
$376K – – –
Stifel Financial
52
Stifel Financial
Missouri
$372K -$811 -54 -0.2%
AllianceBernstein
53
AllianceBernstein
Tennessee
$354K – – –
FAG
54
Fortitude Advisory Group
Washington
$306K – – –
RJFSA
55
Raymond James Financial Services Advisors
Florida
$302K -$51.2K -3,413 -14%
LCM
56
Landscape Capital Management
New Jersey
$286K +$302K +20,081 New
USCWA
57
U.S. Capital Wealth Advisors
Texas
$275K – – –
OC
58
Oppenheimer & Co
New York
$273K -$52.3K -3,481 -15%
CA
59
Cetera Advisors
Colorado
$269K +$706 +47 +0.2%
SAM
60
Secure Asset Management
Michigan
$260K +$274K +18,260 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$245K -$51K -3,396 -16%
CP
62
Camelot Portfolios
Ohio
$243K +$8.87K +591 +4%
Northern Trust
63
Northern Trust
Illinois
$233K +$246K +16,376 New
MSAM
64
Moloney Securities Asset Management
Missouri
$230K +$92.3K +6,150 +61%
CAN
65
Cetera Advisor Networks
California
$214K +$226K +15,022 New
NA
66
NewEdge Advisors
Louisiana
$212K -$23.2K -1,546 -9%
AWG
67
Altus Wealth Group
Colorado
$204K +$3K +200 +1%
CIA
68
Choate Investment Advisors
Massachusetts
$195K -$82.6K -5,500 -29%
PM
69
Penbrook Management
New York
$192K – – –
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$184K -$90.1K -5,999 -32%
BF
71
BOK Financial
Oklahoma
$174K – – –
RCM
72
RB Capital Management
Nevada
$173K +$2.13K +142 +1%
KAS
73
Kestra Advisory Services
Texas
$168K -$4.34K -289 -2%
ICMP
74
Integrated Capital Management (Pennsylvania)
Pennsylvania
$153K -$4.61K -307 -3%
RRA
75
Round Rock Advisors
Connecticut
$143K -$30K -2,000 -17%
1 2
3
4 5

MHD Hedge Fund Activity: Q1 2022 in Review

104 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2022, worth a combined $166M — down 12% from $188M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MHD positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 35 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $6.98M. The largest seller was Bramshill Investments, cutting an estimated $3.08M.

  • 104 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2022, up from 103 in Q4 2021.
  • Funds reported $166M of BlackRock MuniHoldings Fund stock for Q1 2022, down 12% quarter-over-quarter.
  • 13 funds opened new BlackRock MuniHoldings Fund positions in Q1 2022 and 9 closed out, a net change of +4 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q1 2022 was Rivernorth Capital Management, an estimated $6.98M added.
  • The largest BlackRock MuniHoldings Fund seller in Q1 2022 was Bramshill Investments, an estimated $3.08M sold.

Based on aggregated 13F filings for Q1 2022.