BlackRock MuniHoldings Fund
MHD
106 hedge funds and large institutions have $216M invested in BlackRock MuniHoldings Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 8 closing their positions.
3.88% more ownership
Funds ownership: 35.33% → 39.21% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $219M → $216M (-$3.7M)
3% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 36
2% less funds holding
Funds holding: 108 → 106 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$19.3M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$7.67M |
| 3 |
API
Advisor Partners II
Walnut Creek,
California
|
+$2.49M |
| 4 |
SCM
Saba Capital Management
New York
|
+$2.25M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Woodline Partners
San Francisco,
California
|
-$5.76M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$4.06M |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.25M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$830K |
| 5 |
Cohen & Steers
New York
|
-$792K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WB
101
Webster Bank
Waterbury,
Connecticut
| $6.9K | – | – | – |
|
|
AF
102
Advisornet Financial
Minnetonka,
Minnesota
| $6.86K | – | – | – |
|
103
Comerica Bank
Dallas,
Texas
| $4.07K | +$4.47K | +395 | New |
|
|
TIM
104
Tortoise Investment Management
White Plains,
New York
| $2.12K | +$23 | +2 | +1% |
|
|
HI
105
Harbour Investments
Madison,
Wisconsin
| $2.02K | – | – | – |
|
|
LC
106
Lindbrook Capital
Calabasas,
California
| $41 | – | – | – |
|
|
WP
107
Woodline Partners
San Francisco,
California
| – | -$5.76M | -495,024 | Closed |
|
108
Walleye Capital
New York
| – | -$221K | -19,011 | Closed |
|
|
AWG
109
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$135K | -11,587 | Closed |
|
|
TW
110
Transform Wealth
Greenwood Village,
Colorado
| – | -$134K | -11,501 | Closed |
|
|
RCA
111
Ranch Capital Advisors
Sarasota,
Florida
| – | -$133K | -11,468 | Closed |
|
112
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$129K | -11,073 | Closed |
|
|
BF
113
BOK Financial
Tulsa,
Oklahoma
| – | -$14.4K | -1,240 | Closed |
|
|
IA
114
IFP Advisors
Tampa,
Florida
| – | -$4.79K | -412 | Closed |
|
MHD Hedge Fund Activity: Q3 2023 in Review
106 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q3 2023, worth a combined $216M — down 1.7% from $219M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MHD and 7 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 35 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $19.3M. The largest seller was Woodline Partners, exiting entirely with an estimated $5.76M sold.
- 106 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q3 2023, down from 108 in Q2 2023.
- Funds reported $216M of BlackRock MuniHoldings Fund stock for Q3 2023, down 1.7% quarter-over-quarter.
- 7 funds opened new BlackRock MuniHoldings Fund positions in Q3 2023 and 8 closed out, a net change of -1 holder.
- The largest BlackRock MuniHoldings Fund buyer in Q3 2023 was Rivernorth Capital Management, an estimated $19.3M added.
- The largest BlackRock MuniHoldings Fund seller in Q3 2023 was Woodline Partners, an estimated $5.76M sold.
Based on aggregated 13F filings for Q3 2023.