BlackRock MuniHoldings Fund
MHD
99 hedge funds and large institutions have $169M invested in BlackRock MuniHoldings Fund in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 25 increasing their positions, 2 reducing their positions, and 5 closing their positions.
1,220% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 5
1,150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 2
469% more capital invested
Capital invested by funds: $29.7M → $169M (+$139M)
161% more funds holding
Funds holding: 38 → 99 (+61)
6.86% more ownership
Funds ownership: 12.95% → 19.81% (+6.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$14.7M |
| 2 |
MSL
Mackay Shields LLC
New York
|
+$12.3M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$11M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$8.29M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$8.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$832K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$810K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$243K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$168K |
| 5 |
Millennium Management
New York
|
-$164K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAS
101
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$168K | -10,383 | Closed |
|
|
102
Millennium Management
New York
| – | -$164K | -10,132 | Closed |
|
|
FWM
103
FSA Wealth Management
Needham,
Massachusetts
| – | -$26K | -1,600 | Closed |
|
104
Fidelity Investments
Boston,
Massachusetts
| – | +$16 | +1 | New |
|
MHD Hedge Fund Activity: Q1 2021 in Review
99 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2021, worth a combined $169M — up 469% from $29.7M a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new MHD positions and 5 closed out — a net gain of 61 holders — while 25 added to existing stakes and 2 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $14.7M. The largest seller was Kestra Advisory Services, cutting an estimated $832K.
- 99 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2021, up from 38 in Q4 2020.
- Funds reported $169M of BlackRock MuniHoldings Fund stock for Q1 2021, up 469% quarter-over-quarter.
- 66 funds opened new BlackRock MuniHoldings Fund positions in Q1 2021 and 5 closed out, a net change of +61 holders.
- The largest BlackRock MuniHoldings Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $14.7M added.
- The largest BlackRock MuniHoldings Fund seller in Q1 2021 was Kestra Advisory Services, an estimated $832K sold.
Based on aggregated 13F filings for Q1 2021.