We are live on ! Find out more
MHD icon

BlackRock MuniHoldings Fund

31 hedge funds and large institutions have $21.2M invested in BlackRock MuniHoldings Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

0.76% less ownership

Funds ownership: 9.33%8.57% (-0.76%)

3% less capital invested

Capital invested by funds: $21.9M → $21.2M (-$628K)

3% less funds holding

Funds holding: 3231 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.35M +$11.5K +680 +0.2%
Bank of America
2
Bank of America
North Carolina
$6.09M -$225K -13,264 -4%
UBS Group
3
UBS Group
Switzerland
$1.82M +$314K +18,564 +22%
Morgan Stanley
4
Morgan Stanley
New York
$1.29M +$111K +6,532 +10%
Wells Fargo
5
Wells Fargo
California
$560K -$130K -7,659 -19%
SWP
6
Stratos Wealth Partners
Ohio
$525K
VanEck Associates
7
VanEck Associates
New York
$471K +$50.6K +2,985 +12%
CIA
8
Capital Investment Advisors
Georgia
$452K
NPC
9
National Planning Corporation
California
$335K +$117K +6,921 +57%
Ameriprise
10
Ameriprise
Minnesota
$310K +$7.88K +465 +3%
N
11
Nuveen
North Carolina
$264K
NFC
12
Northeast Financial Consultants
Connecticut
$262K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$233K +$16.9K +998 +8%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$215K +$1.78K +105 +0.9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$214K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$201K +$7.18K +424 +4%
BTS
17
BB&T Securities
Virginia
$201K +$195K +11,514 New
MF
18
Magnetar Financial
Illinois
$195K +$189K +11,158 New
EFS
19
Essex Financial Services
Connecticut
$187K
HCM
20
Hollencrest Capital Management
California
$181K
HighTower Advisors
21
HighTower Advisors
Illinois
$180K +$175K +10,318 New
Creative Planning
22
Creative Planning
Kansas
$159K
AG
23
Advisor Group
Arizona
$148K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$104K +$1.27K +75 +1%
CAL
25
Capital Analysts LLC
Pennsylvania
$101K -$25.4K -1,500 -21%

MHD Hedge Fund Activity: Q2 2017 in Review

31 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q2 2017, worth a combined $21.2M — down 2.9% from $21.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MHD and 5 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 10 added.

The largest buyer was UBS Group, adding an estimated $314K. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.98M sold.

  • 31 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q2 2017, down from 32 in Q1 2017.
  • Funds reported $21.2M of BlackRock MuniHoldings Fund stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 5 funds opened new BlackRock MuniHoldings Fund positions in Q2 2017 and 6 closed out, a net change of -1 holder.
  • The largest BlackRock MuniHoldings Fund buyer in Q2 2017 was UBS Group, an estimated $314K added.
  • The largest BlackRock MuniHoldings Fund seller in Q2 2017 was Robinson Capital Management, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2017.