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BlackRock MuniAssets Fund

42 hedge funds and large institutions have $23M invested in BlackRock MuniAssets Fund in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

8% more funds holding

Funds holding: 3942 (+3)

0.15% more ownership

Funds ownership: 5.24%5.4% (+0.15%)

3% less capital invested

Capital invested by funds: $23.7M → $23M (-$708K)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$144K +$144K +12,101 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$141K -$573K -48,186 -80%
ICOA
28
Investment Centers of America
North Dakota
$132K -$71.6K -6,019 -35%
PMG
29
ProVise Management Group
Florida
$131K -$23.8K -2,000 -15%
WHI
30
William Harris Investors
Illinois
$131K +$131K +11,000 New
WA
31
WFG Advisors
Texas
$127K +$726 +61 +0.6%
DA
32
Doliver Advisors
Texas
$125K -$286K -24,025 -70%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$91K +$155 +13 +0.2%
PFO
34
Pathstone Family Office
New Jersey
$84K +$83.4K +7,014 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$67K -$8.36K -703 -11%
MFS
36
MSI Financial Services
Massachusetts
$43K +$29.7K +2,500 +228%
Citigroup
37
Citigroup
New York
$36K
Ameriprise
38
Ameriprise
Minnesota
$22K
Jones Financial Companies
39
Jones Financial Companies
Missouri
$17K +$17.2K +1,450 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$10K +$3.59K +302 +60%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$8K -$2.59K -218 -25%
RJA
42
Raymond James & Associates
Florida
-$1.9M -150,359 Closed
TC
43
TFS Capital
Pennsylvania
-$243K -19,286 Closed
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
-$38K -3,000 Closed
US Bancorp
45
US Bancorp
Minnesota
-$18K -1,445 Closed
TRCT
46
Tower Research Capital (TRC)
New York
-$11K -888 Closed

MUA Hedge Fund Activity: Q3 2013 in Review

42 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q3 2013, worth a combined $23M — down 3% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MUA positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was UBS, adding an estimated $1.23M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $1.9M sold.

  • 42 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q3 2013, up from 39 in Q2 2013.
  • Funds reported $23M of BlackRock MuniAssets Fund stock for Q3 2013, down 3% quarter-over-quarter.
  • 8 funds opened new BlackRock MuniAssets Fund positions in Q3 2013 and 5 closed out, a net change of +3 holders.
  • The largest BlackRock MuniAssets Fund buyer in Q3 2013 was UBS, an estimated $1.23M added.
  • The largest BlackRock MuniAssets Fund seller in Q3 2013 was Raymond James & Associates, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2013.