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BlackRock MuniHoldings Fund
MHD

108 hedge funds and large institutions have $277M invested in BlackRock MuniHoldings Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $216M → $277M (+$61.9M)

4.46% more ownership

Funds ownership: 39.21% → 43.67% (+4.5%)

2% more funds holding

Funds holding: 106 → 108 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
43
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$10.4M
2
BI
Bramshill Investments
Florida
+$2.99M
3
RCM
Rivernorth Capital Management
Florida
+$2.48M
4
SCM
Saba Capital Management
New York
+$2.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.62M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.68M
3
Wells Fargo
Wells Fargo
California
-$1.47M
4
Bank of America
Bank of America
North Carolina
-$1.38M
5
Cohen & Steers
Cohen & Steers
New York
-$501K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
76
Ironsides Asset Advisors
North Carolina
$160K +$27.7K +2,526 +23%
AFG
77
Alterity Financial Group
Maine
$155K +$11 +1 +0%
SWA
78
SFMG Wealth Advisors
Texas
$144K – – –
Millennium Management
79
Millennium Management
New York
$143K – – –
Jane Street
80
Jane Street
New York
$140K +$128K +11,721 New
VF
81
Virtu Financial
New York
$133K +$122K +11,142 New
CAN
82
Cetera Advisor Networks
California
$130K -$38.3K -3,491 -24%
EH
83
Equitable Holdings
New York
$130K -$21.1K -1,922 -15%
CFGS
84
Concourse Financial Group Securities
Alabama
$105K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$99.5K – – –
ASN
86
Advisory Services Network
Georgia
$64.8K +$59.6K +5,440 New
AA
87
AlphaCentric Advisors
Puerto Rico
$61.3K +$56.4K +5,150 New
SWM
88
Spire Wealth Management
Virginia
$46.6K +$14.9K +1,362 +52%
UB
89
UMB Bank
Missouri
$44.8K +$3.17K +289 +8%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$42.2K +$55 +5 +0.1%
HCP
91
Hexagon Capital Partners
Arkansas
$26.2K – – –
HCM
92
Highlander Capital Management
New Jersey
$23.8K – – –
PFPT
93
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.8K – – –
PTC
94
Private Trust Company
Ohio
$23.8K – – –
TCM
95
Tradewinds Capital Management
Washington
$19.8K – – –
BWM
96
Baystate Wealth Management
Massachusetts
$18K +$16.6K +1,511 New
USB
97
Union Savings Bank
Connecticut
$17.9K +$16.4K +1,500 New
NA
98
NewEdge Advisors
Louisiana
$13.7K – – –
Bessemer Group
99
Bessemer Group
New Jersey
$11K +$1.81K +165 +22%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
1 2 3
4
5

MHD Hedge Fund Activity: Q4 2023 in Review

108 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q4 2023, worth a combined $277M — up 29% from $216M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MHD positions and 10 closed out — a net gain of 4 holders — while 43 added to existing stakes and 27 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $10.4M. The largest seller was Morgan Stanley, cutting an estimated $3.62M.

  • 108 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q4 2023, up from 106 in Q3 2023.
  • Funds reported $277M of BlackRock MuniHoldings Fund stock for Q4 2023, up 29% quarter-over-quarter.
  • 14 funds opened new BlackRock MuniHoldings Fund positions in Q4 2023 and 10 closed out, a net change of +4 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q4 2023 was Karpus Investment Management, an estimated $10.4M added.
  • The largest BlackRock MuniHoldings Fund seller in Q4 2023 was Morgan Stanley, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2023.