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BlackRock MuniYield Quality Fund

34 hedge funds and large institutions have $45M invested in BlackRock MuniYield Quality Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% less ownership

Funds ownership: 10.46%10.04% (-0.42%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

9% less capital invested

Capital invested by funds: $49.4M → $45M (-$4.35M)

17% less funds holding

Funds holding: 4134 (-7)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
34
Holders Change
-7
Holders Change %
-17.07%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$12.6M +$825K +54,442 +7%
Morgan Stanley
2
Morgan Stanley
New York
$11.5M +$415K +27,402 +4%
Invesco
3
Invesco
Georgia
$6.47M -$272K -17,936 -4%
Bank of America
4
Bank of America
North Carolina
$5.24M +$1.51M +99,343 +40%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.57M
Cohen & Steers
6
Cohen & Steers
New York
$1.17M +$329K +21,703 +39%
Wells Fargo
7
Wells Fargo
California
$1.09M -$134K -8,814 -11%
RJA
8
Raymond James & Associates
Florida
$691K +$3.38K +223 +0.5%
VanEck Associates
9
VanEck Associates
New York
$470K +$39.6K +2,615 +9%
LPL Financial
10
LPL Financial
California
$468K +$242K +15,992 +108%
SIA
11
Sit Investment Associates
Minnesota
$359K -$1.3M -85,702 -78%
PAG
12
Private Advisor Group
New Jersey
$358K +$55K +3,627 +18%
GAG
13
GM Advisory Group
New York
$309K -$22.3K -1,475 -7%
MIM
14
Macroview Investment Management
Maryland
$264K -$54.7K -3,610 -17%
NL
15
NWAM LLC
Washington
$249K +$5.3K +350 +2%
CIA
16
Capital Investment Advisors
Georgia
$230K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$221K -$16.3K -1,077 -7%
NPC
18
National Planning Corporation
California
$210K +$203K +13,415 New
CCB
19
Cutter & Co Brokerage
Missouri
$198K
NCM
20
Northside Capital Management
Oregon
$182K
VKH
21
Virtu KCG Holdings
New York
$173K -$140K -9,212 -44%
Stifel Financial
22
Stifel Financial
Missouri
$165K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$156K +$136 +9 +0.1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$156K +$158K +10,400 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$129K -$63.6K -4,200 -33%

MQY Hedge Fund Activity: Q2 2015 in Review

34 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund (MQY) for Q2 2015, worth a combined $45M — down 8.8% from $49.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MQY and 3 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Bank of America, adding an estimated $1.51M. The largest seller was Sit Investment Associates, cutting an estimated $1.3M.

  • 34 institutional investors held BlackRock MuniYield Quality Fund (MQY) as of Q2 2015, down from 41 in Q1 2015.
  • Funds reported $45M of BlackRock MuniYield Quality Fund stock for Q2 2015, down 8.8% quarter-over-quarter.
  • 3 funds opened new BlackRock MuniYield Quality Fund positions in Q2 2015 and 9 closed out, a net change of -6 holders.
  • The largest BlackRock MuniYield Quality Fund buyer in Q2 2015 was Bank of America, an estimated $1.51M added.
  • The largest BlackRock MuniYield Quality Fund seller in Q2 2015 was Sit Investment Associates, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2015.