BlackRock MuniYield Pennsylvania Quality Fund
MPA
29 hedge funds and large institutions have $10.5M invested in BlackRock MuniYield Pennsylvania Quality Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 29 → 29 (0)
0.69% less ownership
Funds ownership: 7.03% → 6.34% (-0.69%)
8% less capital invested
Capital invested by funds: $11.4M → $10.5M (-$879K)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$115K |
| 2 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$114K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$31.3K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$29.5K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$28.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
ParenteBeard Wealth Management
York,
Pennsylvania
|
-$526K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$390K |
| 3 |
LPL Financial
San Diego,
California
|
-$233K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$142K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWA
26
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $14K | +$14.2K | +1,000 | New |
|
27
Creative Planning
Overland Park,
Kansas
| $7K | +$7.11K | +500 | New |
|
28
Barclays
London,
United Kingdom
| $3K | +$2.85K | +200 | New |
|
|
BRWA
29
B. Riley Wealth Advisors
Boca Raton,
Florida
| $22 | +$21.3K | +1,500 | New |
|
|
30
Bessemer Group
Woodbridge,
New Jersey
| – | -$142K | -10,096 | Closed |
|
|
WAM
31
Wolverine Asset Management
Chicago,
Illinois
| – | -$126K | -8,987 | Closed |
|
|
MPWT
32
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$73.6K | -5,237 | Closed |
|
MPA Hedge Fund Activity: Q4 2014 in Review
29 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Pennsylvania Quality Fund (MPA) for Q4 2014, worth a combined $10.5M — down 7.7% from $11.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MPA positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $115K. The largest seller was ParenteBeard Wealth Management, cutting an estimated $526K.
- 29 institutional investors held BlackRock MuniYield Pennsylvania Quality Fund (MPA) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $10.5M of BlackRock MuniYield Pennsylvania Quality Fund stock for Q4 2014, down 7.7% quarter-over-quarter.
- 5 funds opened new BlackRock MuniYield Pennsylvania Quality Fund positions in Q4 2014 and 4 closed out, a net change of +1 holder.
- The largest BlackRock MuniYield Pennsylvania Quality Fund buyer in Q4 2014 was Bank of America, an estimated $115K added.
- The largest BlackRock MuniYield Pennsylvania Quality Fund seller in Q4 2014 was ParenteBeard Wealth Management, an estimated $526K sold.
Based on aggregated 13F filings for Q4 2014.