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BlackRock MuniHoldings Fund
MHD

108 hedge funds and large institutions have $277M invested in BlackRock MuniHoldings Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $216M → $277M (+$61.9M)

4.46% more ownership

Funds ownership: 39.21% → 43.67% (+4.5%)

2% more funds holding

Funds holding: 106 → 108 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
43
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$10.4M
2
BI
Bramshill Investments
Florida
+$2.99M
3
RCM
Rivernorth Capital Management
Florida
+$2.48M
4
SCM
Saba Capital Management
New York
+$2.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.62M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.68M
3
Wells Fargo
Wells Fargo
California
-$1.47M
4
Bank of America
Bank of America
North Carolina
-$1.38M
5
Cohen & Steers
Cohen & Steers
New York
-$501K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
101
Anchor Investment Management
South Carolina
$8.81K – – –
WB
102
Webster Bank
Connecticut
$7.97K – – –
AF
103
Advisornet Financial
Minnesota
$7.92K – – –
US Bancorp
104
US Bancorp
Minnesota
$7.44K +$6.85K +625 New
Comerica Bank
105
Comerica Bank
Texas
$5.53K +$756 +69 +17%
TIM
106
Tortoise Investment Management
New York
$2.49K +$33 +3 +1%
HI
107
Harbour Investments
Wisconsin
$2.33K – – –
LC
108
Lindbrook Capital
California
$48 – – –
WDC
109
Woodward Diversified Capital
California
– -$302K -29,279 Closed
SIA
110
SkyView Investment Advisors
New Jersey
– -$278K -27,003 Closed
LNWWM
111
Laird Norton Wetherby Wealth Management
California
– -$159K -15,420 Closed
CA
112
Cetera Advisors
Colorado
– -$149K -14,451 Closed
ACA
113
Ackerman Capital Advisors
Texas
– -$134K -12,964 Closed
KAS
114
Kestra Advisory Services
Texas
– -$121K -11,740 Closed
WAM
115
Wolverine Asset Management
Illinois
– -$116K -11,273 Closed
M&T Bank
116
M&T Bank
New York
– -$109K -10,564 Closed
RBC
117
Roble Belko & Company
Pennsylvania
– -$16K -1,554 Closed
FIA
118
FNY Investment Advisers
New York
– -$10K -1,000 Closed
1 2 3 4
5

MHD Hedge Fund Activity: Q4 2023 in Review

108 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q4 2023, worth a combined $277M — up 29% from $216M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MHD positions and 10 closed out — a net gain of 4 holders — while 43 added to existing stakes and 27 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $10.4M. The largest seller was Morgan Stanley, cutting an estimated $3.62M.

  • 108 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q4 2023, up from 106 in Q3 2023.
  • Funds reported $277M of BlackRock MuniHoldings Fund stock for Q4 2023, up 29% quarter-over-quarter.
  • 14 funds opened new BlackRock MuniHoldings Fund positions in Q4 2023 and 10 closed out, a net change of +4 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q4 2023 was Karpus Investment Management, an estimated $10.4M added.
  • The largest BlackRock MuniHoldings Fund seller in Q4 2023 was Morgan Stanley, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2023.