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BlackRock MuniYield Quality Fund
MQY

117 hedge funds and large institutions have $267M invested in BlackRock MuniYield Quality Fund in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

48% more capital invested

Capital invested by funds: $180M → $267M (+$86.7M)

7% more funds holding

Funds holding: 109 → 117 (+8)

5.81% more ownership

Funds ownership: 24.06% → 29.87% (+5.8%)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
35
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$36.2M
2
CA
Cornerstone Advisory
Maryland
+$3.32M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.35M
4
RCM
Robinson Capital Management
Michigan
+$1.85M
5
GC
Guggenheim Capital
Illinois
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$1.6M
2
UBS Group
UBS Group
Switzerland
-$1.32M
3
VCM
Vivaldi Capital Management
Illinois
-$881K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$527K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
76
Wheelhouse Advisory Group
Missouri
$172K +$155K +14,100 New
OFS
77
OneAscent Financial Services
Alabama
$169K +$153K +13,895 New
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$167K +$13.4K +1,222 +10%
Stifel Financial
79
Stifel Financial
Missouri
$159K -$74.5K -6,779 -34%
PAG
80
Private Advisor Group
New Jersey
$156K +$11K +1,001 +8%
CAN
81
Cetera Advisor Networks
California
$151K – – –
AA
82
Alesco Advisors
New York
$151K +$136K +12,387 New
BHWM
83
Bar Harbor Wealth Management
New Hampshire
$150K – – –
PWP
84
Private Wealth Partners
California
$146K – – –
SP
85
Successful Portfolios
Florida
$146K -$5.08K -462 -4%
CHA
86
Carmichael Hill & Associates
Maryland
$140K – – –
NA
87
NewEdge Advisors
Louisiana
$135K -$18.4K -1,672 -13%
ACP
88
Aviance Capital Partners
Florida
$134K – – –
RCA
89
Ranch Capital Advisors
Florida
$133K -$37.9K -3,445 -24%
Nomura Holdings
90
Nomura Holdings
Japan
$129K +$116K +10,550 New
FCCM
91
First City Capital Management
Georgia
$129K – – –
IFG
92
Independent Financial Group
California
$128K -$33.3K -3,032 -22%
GLLW
93
Graves Light Lenhart Wealth
Virginia
$127K – – –
PWA
94
Primoris Wealth Advisors
Florida
$122K +$110K +10,000 New
BFEC
95
Benjamin F. Edwards & Company
Missouri
$119K +$4.39K +400 +4%
AIM
96
Anchor Investment Management
South Carolina
$72.9K – – –
AA
97
AlphaCentric Advisors
Puerto Rico
$62.2K +$56K +5,100 New
PTC
98
Private Trust Company
Ohio
$55.1K +$49.7K +4,521 New
IGWM
99
ICA Group Wealth Management
Colorado
$53.6K +$48.4K +4,400 New
BI
100
Bramshill Investments
Florida
$47.1K -$39.5K -3,592 -48%
2 3
4
5 6

MQY Hedge Fund Activity: Q4 2023 in Review

117 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund (MQY) for Q4 2023, worth a combined $267M — up 48% from $180M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MQY positions and 14 closed out — a net gain of 8 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.2M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $1.6M sold.

  • 117 institutional investors held BlackRock MuniYield Quality Fund (MQY) as of Q4 2023, up from 109 in Q3 2023.
  • Funds reported $267M of BlackRock MuniYield Quality Fund stock for Q4 2023, up 48% quarter-over-quarter.
  • 22 funds opened new BlackRock MuniYield Quality Fund positions in Q4 2023 and 14 closed out, a net change of +8 holders.
  • The largest BlackRock MuniYield Quality Fund buyer in Q4 2023 was Morgan Stanley, an estimated $36.2M added.
  • The largest BlackRock MuniYield Quality Fund seller in Q4 2023 was Logan Stone Capital, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2023.