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BlackRock MuniHoldings Fund

32 hedge funds and large institutions have $21.3M invested in BlackRock MuniHoldings Fund in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

10% more funds holding

Funds holding: 2932 (+3)

4% more capital invested

Capital invested by funds: $20.6M → $21.3M (+$759K)

0.72% more ownership

Funds ownership: 8.39%9.11% (+0.72%)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6M +$315K +18,778 +5%
Bank of America
2
Bank of America
North Carolina
$5.46M +$72.4K +4,321 +1%
UBS Group
3
UBS Group
Switzerland
$1.47M -$15.7K -934 -1%
Morgan Stanley
4
Morgan Stanley
New York
$1.3M -$196K -11,722 -13%
LCM
5
Laurion Capital Management
New York
$1.01M +$1.03M +61,235 New
LPL Financial
6
LPL Financial
California
$703K +$714K +42,583 New
Wells Fargo
7
Wells Fargo
California
$510K -$7.49K -447 -1%
VanEck Associates
8
VanEck Associates
New York
$508K +$97.8K +5,836 +23%
SWP
9
Stratos Wealth Partners
Ohio
$496K
CIA
10
Capital Investment Advisors
Georgia
$421K -$2.1K -125 -0.5%
Ameriprise
11
Ameriprise
Minnesota
$329K +$1.81K +108 +0.5%
N
12
Nuveen
North Carolina
$249K
NFC
13
Northeast Financial Consultants
Connecticut
$247K
RJFSA
14
Raymond James Financial Services Advisors
Florida
$232K +$30.3K +1,805 +15%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$215K
AG
16
Advisor Group
Arizona
$183K +$43.4K +2,590 +31%
YP
17
Yellowstone Partners
Idaho
$178K -$20.1K -1,200 -10%
EFS
18
Essex Financial Services
Connecticut
$177K
BTS
19
BB&T Securities
Virginia
$174K +$235 +14 +0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$172K -$20.6K -1,231 -11%
HighTower Advisors
21
HighTower Advisors
Illinois
$172K
HCM
22
Hollencrest Capital Management
California
$171K
SG Americas Securities
23
SG Americas Securities
New York
$170K +$173K +10,313 New
WAM
24
Wolverine Asset Management
Illinois
$166K +$169K +10,080 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$159K +$51.4K +3,064 +46%

MHD Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q4 2017, worth a combined $21.3M — up 3.7% from $20.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MHD positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.03M. The largest seller was National Planning Corporation, exiting entirely with an estimated $363K sold.

  • 32 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q4 2017, up from 29 in Q3 2017.
  • Funds reported $21.3M of BlackRock MuniHoldings Fund stock for Q4 2017, up 3.7% quarter-over-quarter.
  • 6 funds opened new BlackRock MuniHoldings Fund positions in Q4 2017 and 3 closed out, a net change of +3 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $1.03M added.
  • The largest BlackRock MuniHoldings Fund seller in Q4 2017 was National Planning Corporation, an estimated $363K sold.

Based on aggregated 13F filings for Q4 2017.