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BlackRock MuniHoldings Fund
MHD

103 hedge funds and large institutions have $283M invested in BlackRock MuniHoldings Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

2% more capital invested

Capital invested by funds: $277M → $283M (+$5.39M)

0.23% more ownership

Funds ownership: 43.67% → 43.91% (+0.23%)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

5% less funds holding

Funds holding: 108 → 103 (-5)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
35
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$8.1M
2
KIM
Karpus Investment Management
New York
+$6.65M
3
PCM
Penserra Capital Management
California
+$4.63M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$3.46M
5
GC
Guggenheim Capital
Illinois
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$9.71M
2
SCM
Saba Capital Management
New York
-$5.09M
3
Morgan Stanley
Morgan Stanley
New York
-$4.36M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.26M
5
AC
Almitas Capital
California
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
101
EverSource Wealth Advisors
Alabama
$622 +$644 +54 New
LC
102
Lindbrook Capital
California
$48 – – –
FIA
103
FNY Investment Advisers
New York
$12 +$11.9K +1,000 New
AC
104
Almitas Capital
California
– -$1.55M -130,301 Closed
GWMR
105
GC Wealth Management RIA
Massachusetts
– -$212K -17,780 Closed
GM
106
GeoWealth Management
Illinois
– -$212K -17,780 Closed
Jane Street
107
Jane Street
New York
– -$140K -11,721 Closed
VF
108
Virtu Financial
New York
– -$133K -11,142 Closed
EH
109
Equitable Holdings
New York
– -$130K -10,878 Closed
ASN
110
Advisory Services Network
Georgia
– -$64.8K -5,440 Closed
AA
111
AlphaCentric Advisors
Puerto Rico
– -$61.3K -5,150 Closed
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
– -$42.2K -3,540 Closed
USB
113
Union Savings Bank
Connecticut
– -$17.9K -1,500 Closed
Bessemer Group
114
Bessemer Group
New Jersey
– -$11K -920 Closed
WB
115
Webster Bank
Connecticut
– -$7.97K -669 Closed
AF
116
Advisornet Financial
Minnesota
– -$7.92K -665 Closed
1 2 3 4
5

MHD Hedge Fund Activity: Q1 2024 in Review

103 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2024, worth a combined $283M — up 1.9% from $277M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MHD and 10 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 35 added.

The largest buyer was Mackay Shields LLC, adding an estimated $8.1M. The largest seller was Bramshill Investments, cutting an estimated $9.71M.

  • 103 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2024, down from 108 in Q4 2023.
  • Funds reported $283M of BlackRock MuniHoldings Fund stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 10 funds opened new BlackRock MuniHoldings Fund positions in Q1 2024 and 13 closed out, a net change of -3 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q1 2024 was Mackay Shields LLC, an estimated $8.1M added.
  • The largest BlackRock MuniHoldings Fund seller in Q1 2024 was Bramshill Investments, an estimated $9.71M sold.

Based on aggregated 13F filings for Q1 2024.