We are live on ! Find out more
MHD icon

BlackRock MuniHoldings Fund

114 hedge funds and large institutions have $294M invested in BlackRock MuniHoldings Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more funds holding

Funds holding: 104114 (+10)

1.94% more ownership

Funds ownership: 46.32%48.26% (+1.9%)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $305M → $294M (-$11.7M)

Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
35
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
76
Choreo LLC
Illinois
$169K -$15.9K -1,289 -8%
PAG
77
Private Advisor Group
New Jersey
$167K -$30.8K -2,501 -15%
USCWA
78
U.S. Capital Wealth Advisors
Texas
$166K
PCM
79
Permanent Capital Management
Illinois
$152K +$161K +13,064 New
Truist Financial
80
Truist Financial
North Carolina
$143K
IWC
81
Integrated Wealth Concepts
Massachusetts
$141K -$37 -3 -0%
SWA
82
SFMG Wealth Advisors
Texas
$141K
VF
83
Virtu Financial
New York
$141K +$149K +12,066 New
LCM
84
Landscape Capital Management
New Jersey
$139K +$147K +11,948 New
HF
85
HRT Financial
New York
$136K +$144K +11,676 New
EFS
86
Essex Financial Services
Connecticut
$134K
Northern Trust
87
Northern Trust
Illinois
$131K +$139K +11,249 New
Cerity Partners
88
Cerity Partners
New York
$124K -$11.2K -913 -8%
CFGS
89
Concourse Financial Group Securities
Alabama
$123K
SPIA
90
Steward Partners Investment Advisory
New York
$122K +$53.4K +4,338 +71%
AG
91
AmeriFlex Group
Nevada
$119K +$121K +9,830 New
Citadel Advisors
92
Citadel Advisors
Florida
$118K +$125K +10,150 New
IAS
93
Insigneo Advisory Services
Florida
$117K
S
94
SignatureFD
Georgia
$47.6K +$50.2K +4,079 New
SWM
95
Spire Wealth Management
Virginia
$46.7K
HNB
96
Hilltop National Bank
Wyoming
$46.4K
US Bancorp
97
US Bancorp
Minnesota
$44.3K
Bessemer Group
98
Bessemer Group
New Jersey
$33K +$8.14K +661 +31%
HCP
99
Hexagon Capital Partners
Arkansas
$25.7K
PFPT
100
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.3K

MHD Hedge Fund Activity: Q4 2024 in Review

114 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q4 2024, worth a combined $294M — down 3.8% from $305M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MHD positions and 9 closed out — a net gain of 12 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $5.14M. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $1.53M.

  • 114 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q4 2024, up from 104 in Q3 2024.
  • Funds reported $294M of BlackRock MuniHoldings Fund stock for Q4 2024, down 3.8% quarter-over-quarter.
  • 21 funds opened new BlackRock MuniHoldings Fund positions in Q4 2024 and 9 closed out, a net change of +12 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q4 2024 was Hennion & Walsh Asset Management, an estimated $5.14M added.
  • The largest BlackRock MuniHoldings Fund seller in Q4 2024 was Horizon Kinetics Asset Management, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2024.