BlackRock MuniHoldings Fund
MHD
38 hedge funds and large institutions have $29.7M invested in BlackRock MuniHoldings Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
19% more capital invested
Capital invested by funds: $25M → $29.7M (+$4.69M)
1.36% more ownership
Funds ownership: 11.59% → 12.95% (+1.4%)
3% less funds holding
Funds holding: 39 → 38 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.31M |
| 2 |
Morgan Stanley
New York
|
+$988K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$573K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$569K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$631K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$380K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$229K |
| 4 |
EPA
Element Pointe Advisors
Miami,
Florida
|
-$219K |
| 5 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$163K |
MHD Hedge Fund Activity: Q4 2020 in Review
38 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q4 2020, worth a combined $29.7M — up 19% from $25M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MHD and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 15 added.
The largest buyer was Kestra Advisory Services, adding an estimated $1.31M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $631K sold.
- 38 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q4 2020, down from 39 in Q3 2020.
- Funds reported $29.7M of BlackRock MuniHoldings Fund stock for Q4 2020, up 19% quarter-over-quarter.
- 5 funds opened new BlackRock MuniHoldings Fund positions in Q4 2020 and 6 closed out, a net change of -1 holder.
- The largest BlackRock MuniHoldings Fund buyer in Q4 2020 was Kestra Advisory Services, an estimated $1.31M added.
- The largest BlackRock MuniHoldings Fund seller in Q4 2020 was Wolverine Asset Management, an estimated $631K sold.
Based on aggregated 13F filings for Q4 2020.