We are live on ! Find out more
MHD icon

BlackRock MuniHoldings Fund

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: 3899 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$76K
CTC
77
Central Trust Company
Missouri
$68K +$68.8K +4,258 New
APA
78
American Portfolios Advisors
New York
$63.1K +$63.7K +3,941 New
Kayne Anderson Rudnick Investment Management
79
Kayne Anderson Rudnick Investment Management
California
$62K +$63.1K +3,903 New
PFPT
80
Pinnacle Financial Partners (Tennessee)
Tennessee
$58K
BWL
81
Bogart Wealth LLC
Virginia
$34K +$34.8K +2,155 New
HI
82
Harbour Investments
Wisconsin
$28K +$28.6K +1,770 New
TCM
83
Tradewinds Capital Management
Washington
$27K +$26.8K +1,661 New
NFSG
84
Newbridge Financial Services Group
Florida
$25K +$24.9K +1,544 New
RBC
85
Roble Belko & Company
Pennsylvania
$25K +$25.1K +1,554 New
JPLA
86
Joseph P. Lucia & Associates
New York
$24K -$162 -10 -0.7%
TRCT
87
Tower Research Capital (TRC)
New York
$24K +$24.7K +1,526 New
GWM
88
Geneos Wealth Management
Colorado
$21K
BFEC
89
Benjamin F. Edwards & Company
Missouri
$21K +$20.9K +1,292 New
EP
90
Eudaimonia Partners
Tennessee
$19K +$18.7K +1,158 New
AF
91
Advisornet Financial
Minnesota
$16K +$7.8K +483 +93%
HCM
92
Highlander Capital Management
New Jersey
$15K +$15.6K +966 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$12K +$12.5K +775 New
AIM
94
Anchor Investment Management
South Carolina
$11.8K +$12K +740 New
1IA
95
1834 Investment Advisors
Wisconsin
$10K +$10.5K +652 New
NSIM
96
North Star Investment Management
Illinois
$4K
NFG
97
Next Financial Group
Texas
$2K +$1.6K +99 New
FWM
98
Focused Wealth Management
New York
$2K +$1.91K +118 New
CRC
99
Curi RMB Capital
Illinois
-$810K -49,990 Closed
SWP
100
Stratos Wealth Partners
Ohio
-$243K -15,000 Closed

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.