BlackRock MuniHoldings Fund
MHD
37 hedge funds and large institutions have $22.5M invested in BlackRock MuniHoldings Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more funds holding
Funds holding: 35 → 37 (+2)
0.4% less ownership
Funds ownership: 10.04% → 9.64% (-0.4%)
8% less capital invested
Capital invested by funds: $24.4M → $22.5M (-$1.92M)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Altium Wealth Management
Purchase,
New York
|
+$429K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$346K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$334K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$221K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$856K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$596K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$405K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$363K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$313K |
MHD Hedge Fund Activity: Q3 2019 in Review
37 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q3 2019, worth a combined $22.5M — down 7.9% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MHD positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 11 trimmed.
The largest buyer was Altium Wealth Management, opening a new position worth an estimated $429K. The largest seller was Morgan Stanley, cutting an estimated $856K.
- 37 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q3 2019, up from 35 in Q2 2019.
- Funds reported $22.5M of BlackRock MuniHoldings Fund stock for Q3 2019, down 7.9% quarter-over-quarter.
- 6 funds opened new BlackRock MuniHoldings Fund positions in Q3 2019 and 4 closed out, a net change of +2 holders.
- The largest BlackRock MuniHoldings Fund buyer in Q3 2019 was Altium Wealth Management, an estimated $429K added.
- The largest BlackRock MuniHoldings Fund seller in Q3 2019 was Morgan Stanley, an estimated $856K sold.
Based on aggregated 13F filings for Q3 2019.