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BlackRock MuniHoldings Fund

22 hedge funds and large institutions have $15.5M invested in BlackRock MuniHoldings Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 7.43%7.06% (-0.37%)

4% less funds holding

Funds holding: 2322 (-1)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

15% less capital invested

Capital invested by funds: $18.3M → $15.5M (-$2.79M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.79M +$1.03M +61,449 +17%
GC
2
Guggenheim Capital
Illinois
$4.47M -$1.2M -72,063 -20%
UBS Group
3
UBS Group
Switzerland
$836K +$18.4K +1,102 +2%
Morgan Stanley
4
Morgan Stanley
New York
$578K +$39.8K +2,382 +7%
CIA
5
Capital Investment Advisors
Georgia
$496K -$18.3K -1,095 -3%
Wells Fargo
6
Wells Fargo
California
$494K -$95.1K -5,691 -15%
OC
7
Oppenheimer & Co
New York
$259K +$272K +16,297 New
SIA
8
Sit Investment Associates
Minnesota
$249K -$159K -9,491 -38%
VanEck Associates
9
VanEck Associates
New York
$234K +$33.6K +2,009 +16%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$207K +$217K +13,000 New
YP
11
Yellowstone Partners
Idaho
$178K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$177K +$1.35K +81 +0.7%
HCM
13
Hollencrest Capital Management
California
$165K
Invesco
14
Invesco
Georgia
$110K -$198K -11,861 -63%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$110K -$139K -8,294 -55%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$65K +$13.7K +820 +25%
MFS
17
MSI Financial Services
Massachusetts
$37K -$836 -50 -2%
ACS
18
Archford Capital Strategies
Illinois
$27K
S
19
SignatureFD
Georgia
$19K
Citigroup
20
Citigroup
New York
$9K +$9.81K +587 New
AIG
21
American International Group
New York
$2.4K
N
22
Nuveen
North Carolina
$370
MSL
23
Mackay Shields LLC
New York
-$703K -40,343 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$14K -800 Closed
Creative Planning
25
Creative Planning
Kansas
-$2K -94 Closed

MHD Hedge Fund Activity: Q2 2015 in Review

22 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q2 2015, worth a combined $15.5M — down 15% from $18.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MHD and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.

The largest buyer was Bank of America, adding an estimated $1.03M. The largest seller was Guggenheim Capital, cutting an estimated $1.2M.

  • 22 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q2 2015, down from 23 in Q1 2015.
  • Funds reported $15.5M of BlackRock MuniHoldings Fund stock for Q2 2015, down 15% quarter-over-quarter.
  • 3 funds opened new BlackRock MuniHoldings Fund positions in Q2 2015 and 4 closed out, a net change of -1 holder.
  • The largest BlackRock MuniHoldings Fund buyer in Q2 2015 was Bank of America, an estimated $1.03M added.
  • The largest BlackRock MuniHoldings Fund seller in Q2 2015 was Guggenheim Capital, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2015.