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BlackRock MuniHoldings Fund
MHD

110 hedge funds and large institutions have $292M invested in BlackRock MuniHoldings Fund in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

7% more funds holding

Funds holding: 103 → 110 (+7)

2.45% more ownership

Funds ownership: 43.91% → 46.36% (+2.5%)

3% more capital invested

Capital invested by funds: $283M → $292M (+$9.63M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
35
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$14.2M
2
MSL
Mackay Shields LLC
New York
+$5.18M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.58M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.33M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$789K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$10.5M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.47M
3
SCM
Saba Capital Management
New York
-$2.33M
4
LSC
Logan Stone Capital
Illinois
-$964K
5
Osaic Holdings
Osaic Holdings
Arizona
-$927K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
76
Choreo LLC
Illinois
$162K +$159K +13,527 New
ATWA
77
Arbor Trust Wealth Advisors
Michigan
$158K +$153K +13,000 New
IWC
78
Integrated Wealth Concepts
Massachusetts
$154K -$16.2K -1,373 -10%
SWA
79
SFMG Wealth Advisors
Texas
$146K – – –
Millennium Management
80
Millennium Management
New York
$145K – – –
EFS
81
Essex Financial Services
Connecticut
$141K +$135K +11,500 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$135K +$132K +11,201 New
PCM
83
Permanent Capital Management
Illinois
$134K +$140K +11,893 New
NAS
84
NWF Advisory Services
California
$127K -$3.83K -325 -3%
First Trust Advisors
85
First Trust Advisors
Illinois
$125K – – –
CFGS
86
Concourse Financial Group Securities
Alabama
$124K -$9.29K -789 -7%
IAS
87
Insigneo Advisory Services
Florida
$121K +$118K +10,000 New
ATPW
88
Ashton Thomas Private Wealth
Arizona
$103K +$101K +8,558 New
WAM
89
Wolverine Asset Management
Illinois
$90.7K +$88.3K +7,504 New
SPIA
90
Steward Partners Investment Advisory
New York
$73.7K -$21.2K -1,805 -23%
CP
91
Camelot Portfolios
Ohio
$69.8K +$68K +5,777 New
SWM
92
Spire Wealth Management
Virginia
$48.4K – – –
HNB
93
Hilltop National Bank
Wyoming
$48.1K – – –
BI
94
Bramshill Investments
Florida
$28.8K -$10.5M -890,428 -100%
HCP
95
Hexagon Capital Partners
Arkansas
$26.6K – – –
PTC
96
Private Trust Company
Ohio
$24.2K – – –
PFPT
97
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.2K – – –
UB
98
UMB Bank
Missouri
$22.2K -$12K -1,021 -36%
TCM
99
Tradewinds Capital Management
Washington
$20.1K – – –
AIM
100
Anchor Investment Management
South Carolina
$8.95K – – –
1 2 3
4
5

MHD Hedge Fund Activity: Q2 2024 in Review

110 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q2 2024, worth a combined $292M — up 3.4% from $283M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MHD positions and 8 closed out — a net gain of 10 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $14.2M. The largest seller was Bramshill Investments, cutting an estimated $10.5M.

  • 110 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q2 2024, up from 103 in Q1 2024.
  • Funds reported $292M of BlackRock MuniHoldings Fund stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 18 funds opened new BlackRock MuniHoldings Fund positions in Q2 2024 and 8 closed out, a net change of +10 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $14.2M added.
  • The largest BlackRock MuniHoldings Fund seller in Q2 2024 was Bramshill Investments, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2024.