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BlackRock MuniYield Quality Fund
MQY

68 hedge funds and large institutions have $82.9M invested in BlackRock MuniYield Quality Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

5% more funds holding

Funds holding: 65 → 68 (+3)

0% less capital invested

Capital invested by funds: $82.9M → $82.9M (-$41.5K)

0.52% less ownership

Funds ownership: 16.86% → 16.35% (-0.52%)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LB
Leo Brokerage
Texas
+$1.06M
2
Morgan Stanley
Morgan Stanley
New York
+$390K
3
JIP
Jaffetilchin Investment Partners
Florida
+$299K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$217K
5
KAS
Kestra Advisory Services
Texas
+$215K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$1.37M
2
N
Nuveen
North Carolina
-$981K
3
Cohen & Steers
Cohen & Steers
New York
-$679K
4
AAS
Avantax Advisory Services
Texas
-$492K
5
AAM
Advisors Asset Management
Colorado
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
51
Sonora Investment Management
Arizona
$61K – – –
CL
52
COWA LLC
Oklahoma
$52K +$51.5K +3,145 New
BFEC
53
Benjamin F. Edwards & Company
Missouri
$46K – – –
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$41K – – –
AWG
55
Altus Wealth Group
Colorado
$41K +$40.9K +2,500 New
VRM
56
Vectors Research Management
New York
$26K +$25.8K +1,576 New
EI
57
Ellevest Inc
New York
$25K – – –
CAL
58
Capital Analysts LLC
Pennsylvania
$21K – – –
HDIM
59
Hanson & Doremus Investment Management
Vermont
$21K – – –
NFSG
60
Newbridge Financial Services Group
Florida
$21K +$82 +5 +0.4%
PFO
61
Pathstone Family Office
New Jersey
$13K +$11.8K +721 +1,001%
BWA
62
BDO Wealth Advisors
Florida
$12K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
PWA
64
Phoenix Wealth Advisors
North Carolina
$7K +$6.55K +400 New
CFA
65
Carroll Financial Associates
North Carolina
$5K – – –
HNB
66
Huntington National Bank
Ohio
$5K – – –
GRP
67
Global Retirement Partners
California
$3K +$2.83K +173 New
N
68
Nuveen
North Carolina
– -$981K -61,305 Closed
Cohen & Steers
69
Cohen & Steers
New York
– -$679K -42,386 Closed
AAS
70
Avantax Advisory Services
Texas
– -$492K -30,745 Closed
FCCM
71
First City Capital Management
Georgia
– -$328K -19,600 Closed
GAG
72
GM Advisory Group
New York
– -$195K -12,199 Closed
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
– -$171K -10,679 Closed
PFS
74
Prospera Financial Services
Texas
– -$4K -234 Closed
PAM
75
Panagora Asset Management
Massachusetts
– -$4K -230 Closed
1 2
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MQY Hedge Fund Activity: Q4 2020 in Review

68 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund (MQY) for Q4 2020, worth a combined $82.9M — down 0.05% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MQY positions and 8 closed out — a net gain of 3 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Leo Brokerage, opening a new position worth an estimated $1.06M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.37M.

  • 68 institutional investors held BlackRock MuniYield Quality Fund (MQY) as of Q4 2020, up from 65 in Q3 2020.
  • Funds reported $82.9M of BlackRock MuniYield Quality Fund stock for Q4 2020, down 0.05% quarter-over-quarter.
  • 11 funds opened new BlackRock MuniYield Quality Fund positions in Q4 2020 and 8 closed out, a net change of +3 holders.
  • The largest BlackRock MuniYield Quality Fund buyer in Q4 2020 was Leo Brokerage, an estimated $1.06M added.
  • The largest BlackRock MuniYield Quality Fund seller in Q4 2020 was Parametric Portfolio Associates, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2020.