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BlackRock MuniHoldings Fund

42 hedge funds and large institutions have $24.5M invested in BlackRock MuniHoldings Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

17% more funds holding

Funds holding: 3642 (+6)

8% more capital invested

Capital invested by funds: $22.8M → $24.5M (+$1.72M)

0.99% more ownership

Funds ownership: 10.56%11.55% (+0.99%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
4
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$5.41M +$5.28M +362,370 New
Bank of America
2
Bank of America
North Carolina
$5.09M -$4.41M -302,736 -47%
GC
3
Guggenheim Capital
Illinois
$3.82M -$8.61K -591 -0.2%
CRC
4
Curi RMB Capital
Illinois
$1.32M +$176K +12,059 +16%
VanEck Associates
5
VanEck Associates
New York
$936K +$230K +15,799 +34%
ACA
6
Ackerman Capital Advisors
Texas
$686K +$669K +45,960 New
RCA
7
Ranch Capital Advisors
Florida
$677K
BRWA
8
B. Riley Wealth Advisors
Florida
$642K -$22.8K -1,568 -4%
WAM
9
Wolverine Asset Management
Illinois
$598K +$585K +40,135 New
UBS Group
10
UBS Group
Switzerland
$521K -$6.47K -444 -1%
Ameriprise
11
Ameriprise
Minnesota
$455K +$272K +18,691 +146%
LPL Financial
12
LPL Financial
California
$373K -$25.7K -1,762 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$316K -$42.2K -2,896 -12%
HighTower Advisors
14
HighTower Advisors
Illinois
$297K
Wells Fargo
15
Wells Fargo
California
$296K
CIA
16
Capital Investment Advisors
Georgia
$292K
Morgan Stanley
17
Morgan Stanley
New York
$288K -$92.6K -6,357 -25%
Osaic Holdings
18
Osaic Holdings
Arizona
$239K -$483K -33,134 -67%
LCM
19
Landscape Capital Management
New Jersey
$239K +$233K +16,013 New
N
20
Nuveen
North Carolina
$225K
SWP
21
Stratos Wealth Partners
Ohio
$224K
EPA
22
Element Pointe Advisors
Florida
$215K
AA
23
AQR Arbitrage
Connecticut
$184K +$179K +12,321 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$180K
SIA
25
Sit Investment Associates
Minnesota
$178K +$174K +11,955 New

MHD Hedge Fund Activity: Q2 2020 in Review

42 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q2 2020, worth a combined $24.5M — up 7.5% from $22.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MHD positions and 4 closed out — a net gain of 6 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $5.28M. The largest seller was Bank of America, cutting an estimated $4.41M.

  • 42 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q2 2020, up from 36 in Q1 2020.
  • Funds reported $24.5M of BlackRock MuniHoldings Fund stock for Q2 2020, up 7.5% quarter-over-quarter.
  • 10 funds opened new BlackRock MuniHoldings Fund positions in Q2 2020 and 4 closed out, a net change of +6 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q2 2020 was Robinson Capital Management, an estimated $5.28M added.
  • The largest BlackRock MuniHoldings Fund seller in Q2 2020 was Bank of America, an estimated $4.41M sold.

Based on aggregated 13F filings for Q2 2020.