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BlackRock MuniHoldings Fund
MHD

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: 108 → 108 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$7.29M
2
KIM
Karpus Investment Management
New York
+$6.25M
3
GC
Guggenheim Capital
Illinois
+$2.1M
4
LSC
Logan Stone Capital
Illinois
+$1.87M
5
BI
Bramshill Investments
Florida
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
-$2.22M
2
FHA
Flagship Harbor Advisors
Massachusetts
-$2.19M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.13M
4
Bank of America
Bank of America
North Carolina
-$984K
5
SIA
Sit Investment Associates
Minnesota
-$840K
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
76
U.S. Capital Wealth Advisors
Texas
$148K -$17.4K -1,500 -11%
KAS
77
Kestra Advisory Services
Texas
$135K +$1.03K +89 +0.8%
AWG
78
Altus Wealth Group
Colorado
$135K – – –
TW
79
Transform Wealth
Colorado
$134K – – –
RCA
80
Ranch Capital Advisors
Florida
$133K -$5.82K -500 -4%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$129K -$65.3K -5,617 -34%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$129K -$14.4K -1,235 -10%
M&T Bank
83
M&T Bank
New York
$126K -$3.63K -312 -3%
MNBTD
84
Moody National Bank Trust Division
Texas
$119K +$119K +10,223 New
CFGS
85
Concourse Financial Group Securities
Alabama
$106K +$1.05K +90 +1%
SPIA
86
Steward Partners Investment Advisory
New York
$99.9K – – –
BWA
87
BDO Wealth Advisors
Florida
$95K -$19.2K -1,650 -17%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$74.8K -$274K -23,567 -79%
UB
89
UMB Bank
Missouri
$40.4K – – –
SWM
90
Spire Wealth Management
Virginia
$30.7K – – –
HCP
91
Hexagon Capital Partners
Arkansas
$25.6K – – –
PFPT
92
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.3K – – –
PTC
93
Private Trust Company
Ohio
$23.3K – – –
HCM
94
Highlander Capital Management
New Jersey
$23K – – –
TCM
95
Tradewinds Capital Management
Washington
$19.3K – – –
RBC
96
Roble Belko & Company
Pennsylvania
$18K – – –
BF
97
BOK Financial
Oklahoma
$14.4K +$14.4K +1,240 New
NA
98
NewEdge Advisors
Louisiana
$13.4K – – –
FIA
99
FNY Investment Advisers
New York
$11K – – –
AIM
100
Anchor Investment Management
South Carolina
$8.61K – – –
1 2 3
4
5

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.