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
PVM
51
Palogic Value Management
Texas
$403K +$175K +14,629 +78%
OC
52
Oppenheimer & Co
New York
$381K +$47.7K +4,000 +15%
N
53
Nuveen
North Carolina
$380K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$351K +$179K +15,034 +107%
TGAM
55
TBH Global Asset Management
Tennessee
$329K -$7.12K -597 -2%
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$311K
AllianceBernstein
57
AllianceBernstein
Tennessee
$301K
EWA
58
Encompass Wealth Advisors
Oregon
$298K
TIM
59
Total Investment Management
Arizona
$298K +$2.43K +204 +0.8%
Ameriprise
60
Ameriprise
Minnesota
$293K -$175K -14,626 -38%
FAG
61
Fortitude Advisory Group
Washington
$279K +$15.2K +1,277 +6%
SQA
62
Simon Quick Advisors
New Jersey
$249K +$25.5K +2,141 +12%
AWM
63
Avior Wealth Management
Nebraska
$217K +$214K +17,972 New
Nomura Holdings
64
Nomura Holdings
Japan
$196K -$5.43K -455 -3%
CA
65
Cetera Advisors
Colorado
$194K +$192K +16,063 New
Truist Financial
66
Truist Financial
North Carolina
$192K -$70.8K -5,934 -27%
PAG
67
Private Advisor Group
New Jersey
$186K -$5.26K -441 -3%
STA
68
Summit Trail Advisors
New York
$185K -$25K -2,092 -12%
RRA
69
Round Rock Advisors
Connecticut
$179K -$29.8K -2,500 -14%
ICMP
70
Integrated Capital Management (Pennsylvania)
Pennsylvania
$177K +$8.87K +743 +5%
USCWA
71
U.S. Capital Wealth Advisors
Texas
$175K -$51.3K -4,296 -23%
ACP
72
Aviance Capital Partners
Florida
$175K +$3.19K +267 +2%
NA
73
NewEdge Advisors
Louisiana
$173K +$157K +13,133 +1,143%
IWC
74
Integrated Wealth Concepts
Massachusetts
$170K
IAA
75
Ironsides Asset Advisors
North Carolina
$170K +$6.9K +578 +4%

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.