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BlackRock MuniHoldings Fund
MHD

103 hedge funds and large institutions have $283M invested in BlackRock MuniHoldings Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

2% more capital invested

Capital invested by funds: $277M → $283M (+$5.39M)

0.23% more ownership

Funds ownership: 43.67% → 43.91% (+0.23%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

5% less funds holding

Funds holding: 108 → 103 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
35
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$8.1M
2
KIM
Karpus Investment Management
New York
+$6.65M
3
PCM
Penserra Capital Management
California
+$4.63M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$3.46M
5
GC
Guggenheim Capital
Illinois
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$9.71M
2
SCM
Saba Capital Management
New York
-$5.09M
3
Morgan Stanley
Morgan Stanley
New York
-$4.36M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.26M
5
AC
Almitas Capital
California
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
76
Moody National Bank Trust Division
Texas
$149K -$46.8K -3,922 -24%
SWA
77
SFMG Wealth Advisors
Texas
$146K – – –
Millennium Management
78
Millennium Management
New York
$145K – – –
CFGS
79
Concourse Financial Group Securities
Alabama
$133K +$25.8K +2,165 +25%
CAN
80
Cetera Advisor Networks
California
$132K +$119 +10 +0.1%
NAS
81
NWF Advisory Services
California
$131K +$129K +10,816 New
First Trust Advisors
82
First Trust Advisors
Illinois
$125K -$131K -10,974 -52%
ACA
83
Ackerman Capital Advisors
Texas
$125K +$123K +10,327 New
SPIA
84
Steward Partners Investment Advisory
New York
$95.5K -$5.37K -450 -5%
JP Morgan Chase
85
JP Morgan Chase
New York
$89.7K -$124K -10,392 -58%
SWM
86
Spire Wealth Management
Virginia
$48.3K – – –
HNB
87
Hilltop National Bank
Wyoming
$48K +$47.5K +3,977 New
UB
88
UMB Bank
Missouri
$34.5K -$10.8K -906 -24%
HCP
89
Hexagon Capital Partners
Arkansas
$26.6K – – –
HCM
90
Highlander Capital Management
New Jersey
$24.2K – – –
PFPT
91
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.2K – – –
PTC
92
Private Trust Company
Ohio
$24.2K – – –
TCM
93
Tradewinds Capital Management
Washington
$20.1K – – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$10K +$597 +50 +6%
AIM
95
Anchor Investment Management
South Carolina
$8.94K – – –
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$8.34K +$8.35K +700 New
US Bancorp
97
US Bancorp
Minnesota
$7.55K – – –
Comerica Bank
98
Comerica Bank
Texas
$4.05K -$1.54K -129 -28%
TIM
99
Tortoise Investment Management
New York
$2.55K +$24 +2 +1%
HI
100
Harbour Investments
Wisconsin
$2.37K – – –
1 2 3
4
5

MHD Hedge Fund Activity: Q1 2024 in Review

103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2024, worth a combined $283M — up 1.9% from $277M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MHD and 10 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 35 added.

The largest buyer was Mackay Shields LLC, adding an estimated $8.1M. The largest seller was Bramshill Investments, cutting an estimated $9.71M.

  • 103 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2024, down from 108 in Q4 2023.
  • Funds reported $283M of BlackRock MuniHoldings Fund stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 10 funds opened new BlackRock MuniHoldings Fund positions in Q1 2024 and 13 closed out, a net change of -3 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q1 2024 was Mackay Shields LLC, an estimated $8.1M added.
  • The largest BlackRock MuniHoldings Fund seller in Q1 2024 was Bramshill Investments, an estimated $9.71M sold.

Based on aggregated 13F filings for Q1 2024.