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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$382K -$61.4K -4,987 -13%
NA
52
NewEdge Advisors
Louisiana
$357K +$13K +1,056 +4%
AF
53
Atala Financial
California
$349K +$368K +29,908 New
PMG
54
ProVise Management Group
Florida
$343K -$171K -13,874 -32%
EWA
55
Encompass Wealth Advisors
Oregon
$314K +$27.1K +2,200 +9%
OC
56
Oppenheimer & Co
New York
$313K -$83K -6,742 -20%
TIM
57
Total Investment Management
Arizona
$296K +$3.74K +304 +1%
AllianceBernstein
58
AllianceBernstein
Tennessee
$291K
EAM
59
Everstar Asset Management
North Carolina
$273K -$127K -10,300 -31%
FAG
60
Fortitude Advisory Group
Washington
$270K
TGAM
61
TBH Global Asset Management
Tennessee
$266K -$54.7K -4,438 -16%
WB
62
WesBanco Bank
West Virginia
$264K
KL
63
KIM LLC
Kansas
$262K
AWM
64
Avior Wealth Management
Nebraska
$256K +$19.2K +1,562 +8%
SA
65
Sanctuary Advisors
Indiana
$248K -$24.3K -1,974 -9%
Millennium Management
66
Millennium Management
New York
$210K -$295K -23,958 -57%
Osaic Holdings
67
Osaic Holdings
Arizona
$209K +$52.5K +4,259 +31%
ICMP
68
Integrated Capital Management (Pennsylvania)
Pennsylvania
$201K +$7.76K +630 +4%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$200K +$2.17K +176 +1%
HKAM
70
Horizon Kinetics Asset Management
New York
$194K -$1.53M -123,852 -88%
Nomura Holdings
71
Nomura Holdings
Japan
$193K +$203K +16,500 New
MG
72
Marex Group
$187K +$198K +16,058 New
ACP
73
Aviance Capital Partners
Florida
$185K -$5.15K -418 -3%
SQA
74
Simon Quick Advisors
New Jersey
$183K +$13.2K +1,072 +7%
EAM
75
Empirical Asset Management
Massachusetts
$173K

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.