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BlackRock MuniHoldings Fund

108 hedge funds and large institutions have $219M invested in BlackRock MuniHoldings Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $208M → $219M (+$10.8M)

2.86% more ownership

Funds ownership: 32.47%35.33% (+2.9%)

0% more funds holding

Funds holding: 108108 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

Holders
108
Holders Change
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
33
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
51
Moloney Securities Asset Management
Missouri
$342K +$8.75K +752 +3%
WDC
52
Woodward Diversified Capital
California
$341K
Stifel Financial
53
Stifel Financial
Missouri
$334K +$10.3K +888 +3%
SIA
54
SkyView Investment Advisors
New Jersey
$314K
WFA
55
Wellspring Financial Advisors
Ohio
$291K
AllianceBernstein
56
AllianceBernstein
Tennessee
$290K
AFG
57
Alterity Financial Group
Maine
$286K -$46.5K -3,998 -14%
TIM
58
Total Investment Management
Arizona
$281K +$1.59K +137 +0.6%
RRA
59
Round Rock Advisors
Connecticut
$269K
GSIAS
60
Garden State Investment Advisory Services
New Jersey
$261K +$116K +10,000 +81%
FAG
61
Fortitude Advisory Group
Washington
$254K
Truist Financial
62
Truist Financial
North Carolina
$254K +$4.7K +404 +2%
OC
63
Oppenheimer & Co
New York
$230K -$31.3K -2,693 -12%
Walleye Capital
64
Walleye Capital
New York
$221K +$221K +19,011 New
PAG
65
Private Advisor Group
New Jersey
$203K -$20.8K -1,788 -9%
PVM
66
Palogic Value Management
Texas
$197K
WAM
67
Wolverine Asset Management
Illinois
$195K +$129K +11,119 +197%
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$191K +$10.7K +918 +6%
STA
69
Summit Trail Advisors
New York
$182K +$181K +15,585 New
CAN
70
Cetera Advisor Networks
California
$168K -$60.6K -5,214 -27%
CA
71
Cetera Advisors
Colorado
$167K -$60.8K -5,225 -27%
ACP
72
Aviance Capital Partners
Florida
$161K +$161K +13,854 New
ICMP
73
Integrated Capital Management (Pennsylvania)
Pennsylvania
$158K -$7.41K -637 -4%
EH
74
Equitable Holdings
New York
$157K +$5.61K +482 +4%
IWC
75
Integrated Wealth Concepts
Massachusetts
$153K -$5.62K -483 -4%

MHD Hedge Fund Activity: Q2 2023 in Review

108 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q2 2023, worth a combined $219M — up 5.2% from $208M a quarter earlier.

Fund positioning in MHD was balanced in Q2 2023: 9 funds opened new positions, 9 closed out, 33 added to existing stakes and 36 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $7.29M. The largest seller was Woodline Partners, cutting an estimated $2.22M.

  • 108 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $219M of BlackRock MuniHoldings Fund stock for Q2 2023, up 5.2% quarter-over-quarter.
  • 9 funds opened new BlackRock MuniHoldings Fund positions in Q2 2023 and 9 closed out, a net change of 0 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q2 2023 was Rivernorth Capital Management, an estimated $7.29M added.
  • The largest BlackRock MuniHoldings Fund seller in Q2 2023 was Woodline Partners, an estimated $2.22M sold.

Based on aggregated 13F filings for Q2 2023.