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BlackRock MuniAssets Fund

71 hedge funds and large institutions have $98.7M invested in BlackRock MuniAssets Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more capital invested

Capital invested by funds: $47.9M → $98.7M (+$50.7M)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

6.26% more ownership

Funds ownership: 12.43%18.68% (+6.3%)

6% more funds holding

Funds holding: 6771 (+4)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
15
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$119K -$1.12K -110 -1%
ASN
52
Advisory Services Network
Georgia
$43.3K +$40.8K +4,000 New
CFB
53
Cullen/Frost Bankers
Texas
$40.6K
TFA
54
Toth Financial Advisory
Virginia
$34.6K +$32.7K +3,200 New
US Bancorp
55
US Bancorp
Minnesota
$33.6K
PA
56
Parallel Advisors
California
$31.3K +$122 +12 +0.4%
SSB
57
Sandy Spring Bank
Maryland
$27.1K
TLA
58
Tanglewood Legacy Advisors
Texas
$24.3K +$23K +2,250 New
AIM
59
Anchor Investment Management
South Carolina
$21.6K
CFGS
60
Concourse Financial Group Securities
Alabama
$20.6K
KFI
61
Key Financial Inc
Pennsylvania
$17K
JP Morgan Chase
62
JP Morgan Chase
New York
$16K -$25.4K -2,494 -62%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$13K +$5.07K +497 +72%
CTC
64
Central Trust Company
Missouri
$11.8K
IA
65
IFP Advisors
Florida
$10K -$153K -15,000 -95%
WPA
66
West Paces Advisors
Georgia
$9.5K
AF
67
Allworth Financial
California
$7.88K +$7.43K +728 New
ANBT
68
American National Bank & Trust
Texas
$7K
CFD
69
Creative Financial Designs
Indiana
$5.71K
Citigroup
70
Citigroup
New York
$11
NA
71
NewEdge Advisors
Louisiana
$4 +$3.56K +349 New
Baird Financial Group
72
Baird Financial Group
Wisconsin
-$764K -74,438 Closed
ACA
73
Ackerman Capital Advisors
Texas
-$318K -30,938 Closed
BPA
74
Beacon Pointe Advisors
California
-$297K -28,888 Closed
CAN
75
Cetera Advisor Networks
California
-$176K -17,130 Closed

MUA Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q4 2022, worth a combined $98.7M — up 106% from $47.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MUA positions and 13 closed out — a net gain of 6 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $7.52M. The largest seller was Ameriprise, cutting an estimated $2.66M.

  • 71 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q4 2022, up from 67 in Q3 2022.
  • Funds reported $98.7M of BlackRock MuniAssets Fund stock for Q4 2022, up 106% quarter-over-quarter.
  • 19 funds opened new BlackRock MuniAssets Fund positions in Q4 2022 and 13 closed out, a net change of +6 holders.
  • The largest BlackRock MuniAssets Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $7.52M added.
  • The largest BlackRock MuniAssets Fund seller in Q4 2022 was Ameriprise, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2022.