We are live on ! Find out more
MHD icon

BlackRock MuniHoldings Fund

32 hedge funds and large institutions have $21.9M invested in BlackRock MuniHoldings Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

14% more funds holding

Funds holding: 2832 (+4)

6% more capital invested

Capital invested by funds: $20.7M → $21.9M (+$1.14M)

0.28% more ownership

Funds ownership: 9.05%9.33% (+0.28%)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6M -$144K -8,696 -2%
Bank of America
2
Bank of America
North Carolina
$5.99M -$218K -13,189 -4%
RCM
3
Robinson Capital Management
Michigan
$1.98M +$227K +13,728 +13%
UBS Group
4
UBS Group
Switzerland
$1.42M +$56.3K +3,405 +4%
Morgan Stanley
5
Morgan Stanley
New York
$1.12M +$191K +11,550 +21%
Wells Fargo
6
Wells Fargo
California
$658K +$214K +12,977 +49%
SWP
7
Stratos Wealth Partners
Ohio
$497K
CIA
8
Capital Investment Advisors
Georgia
$428K
VanEck Associates
9
VanEck Associates
New York
$397K +$26.6K +1,607 +7%
M&T Bank
10
M&T Bank
New York
$348K +$24.1K +1,460 +7%
Ameriprise
11
Ameriprise
Minnesota
$286K +$285K +17,273 New
N
12
Nuveen
North Carolina
$250K
NFC
13
Northeast Financial Consultants
Connecticut
$249K
LPL Financial
14
LPL Financial
California
$216K +$26.7K +1,616 +14%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$204K +$17.1K +1,034 +9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$203K -$42.1K -2,550 -17%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$202K +$202K +12,210 New
NPC
18
National Planning Corporation
California
$200K +$199K +12,056 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$183K +$4.15K +251 +2%
EFS
20
Essex Financial Services
Connecticut
$177K
HCM
21
Hollencrest Capital Management
California
$172K
Creative Planning
22
Creative Planning
Kansas
$151K
AG
23
Advisor Group
Arizona
$140K +$86.7K +5,244 +162%
CAL
24
Capital Analysts LLC
Pennsylvania
$120K +$120K +7,250 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$97K

MHD Hedge Fund Activity: Q1 2017 in Review

32 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2017, worth a combined $21.9M — up 5.5% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MHD positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $285K. The largest seller was Northern Trust, exiting entirely with an estimated $470K sold.

  • 32 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2017, up from 28 in Q4 2016.
  • Funds reported $21.9M of BlackRock MuniHoldings Fund stock for Q1 2017, up 5.5% quarter-over-quarter.
  • 7 funds opened new BlackRock MuniHoldings Fund positions in Q1 2017 and 2 closed out, a net change of +5 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q1 2017 was Ameriprise, an estimated $285K added.
  • The largest BlackRock MuniHoldings Fund seller in Q1 2017 was Northern Trust, an estimated $470K sold.

Based on aggregated 13F filings for Q1 2017.