BlackRock MuniHoldings Fund
MHD
108 hedge funds and large institutions have $208M invested in BlackRock MuniHoldings Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 13 closing their positions.
7% more capital invested
Capital invested by funds: $195M → $208M (+$13.8M)
2.37% more ownership
Funds ownership: 30.1% → 32.47% (+2.4%)
10% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 31
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 111 → 108 (-3)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Woodline Partners
San Francisco,
California
|
+$5.24M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.73M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.42M |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
+$2.61M |
| 5 |
SCM
Saba Capital Management
New York
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$4.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$617K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$479K |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$397K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$379K |
MHD Hedge Fund Activity: Q1 2023 in Review
108 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2023, worth a combined $208M — up 7.1% from $195M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of MHD and 11 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 34 added.
The largest buyer was Woodline Partners, adding an estimated $5.24M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $4.5M.
- 108 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2023, down from 111 in Q4 2022.
- Funds reported $208M of BlackRock MuniHoldings Fund stock for Q1 2023, up 7.1% quarter-over-quarter.
- 11 funds opened new BlackRock MuniHoldings Fund positions in Q1 2023 and 13 closed out, a net change of -2 holders.
- The largest BlackRock MuniHoldings Fund buyer in Q1 2023 was Woodline Partners, an estimated $5.24M added.
- The largest BlackRock MuniHoldings Fund seller in Q1 2023 was Hennion & Walsh Asset Management, an estimated $4.5M sold.
Based on aggregated 13F filings for Q1 2023.