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BlackRock MuniHoldings Fund
MHD

106 hedge funds and large institutions have $216M invested in BlackRock MuniHoldings Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.88% more ownership

Funds ownership: 35.33% → 39.21% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $219M → $216M (-$3.7M)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

2% less funds holding

Funds holding: 108 → 106 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
35
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$19.3M
2
KIM
Karpus Investment Management
New York
+$7.67M
3
API
Advisor Partners II
California
+$2.49M
4
SCM
Saba Capital Management
New York
+$2.25M
5
AA
AQR Arbitrage
Connecticut
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
-$5.76M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$4.06M
3
RCM
Robinson Capital Management
Michigan
-$1.25M
4
Bank of America
Bank of America
North Carolina
-$830K
5
Cohen & Steers
Cohen & Steers
New York
-$792K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
76
Equitable Holdings
New York
$132K -$8.28K -732 -5%
USCWA
77
U.S. Capital Wealth Advisors
Texas
$132K – – –
SWA
78
SFMG Wealth Advisors
Texas
$125K +$137K +12,093 New
Millennium Management
79
Millennium Management
New York
$124K +$136K +12,016 New
KAS
80
Kestra Advisory Services
Texas
$121K +$1.02K +90 +0.8%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$121K +$7.34K +649 +6%
WAM
82
Wolverine Asset Management
Illinois
$116K -$62.1K -5,489 -33%
IAA
83
Ironsides Asset Advisors
North Carolina
$113K +$124K +10,947 New
M&T Bank
84
M&T Bank
New York
$109K -$3.09K -273 -3%
CFGS
85
Concourse Financial Group Securities
Alabama
$91K -$3.64K -322 -4%
SPIA
86
Steward Partners Investment Advisory
New York
$86.1K -$2.64K -233 -3%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$36.4K -$32.8K -2,897 -45%
UB
88
UMB Bank
Missouri
$35.8K – – –
SWM
89
Spire Wealth Management
Virginia
$27.2K – – –
HCP
90
Hexagon Capital Partners
Arkansas
$22.7K – – –
HCM
91
Highlander Capital Management
New Jersey
$21K – – –
PFPT
92
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.6K – – –
PTC
93
Private Trust Company
Ohio
$20.6K – – –
TCM
94
Tradewinds Capital Management
Washington
$17.1K – – –
RBC
95
Roble Belko & Company
Pennsylvania
$16K – – –
NA
96
NewEdge Advisors
Louisiana
$11.8K – – –
FIA
97
FNY Investment Advisers
New York
$10K – – –
Bessemer Group
98
Bessemer Group
New Jersey
$8K +$362 +32 +4%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$8K +$6.29K +556 +236%
AIM
100
Anchor Investment Management
South Carolina
$7.63K – – –
1 2 3
4
5

MHD Hedge Fund Activity: Q3 2023 in Review

106 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q3 2023, worth a combined $216M — down 1.7% from $219M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MHD and 7 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 35 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $19.3M. The largest seller was Woodline Partners, exiting entirely with an estimated $5.76M sold.

  • 106 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q3 2023, down from 108 in Q2 2023.
  • Funds reported $216M of BlackRock MuniHoldings Fund stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 7 funds opened new BlackRock MuniHoldings Fund positions in Q3 2023 and 8 closed out, a net change of -1 holder.
  • The largest BlackRock MuniHoldings Fund buyer in Q3 2023 was Rivernorth Capital Management, an estimated $19.3M added.
  • The largest BlackRock MuniHoldings Fund seller in Q3 2023 was Woodline Partners, an estimated $5.76M sold.

Based on aggregated 13F filings for Q3 2023.