BlackRock MuniAssets Fund
MUA
70 hedge funds and large institutions have $87M invested in BlackRock MuniAssets Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 13 closing their positions.
21% more capital invested
Capital invested by funds: $72.1M → $87M (+$14.9M)
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
1% more funds holding
Funds holding: 69 → 70 (+1)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0.51% more ownership
Funds ownership: 20.85% → 21.36% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.43M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.04M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$748K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$553K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.73M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$1.23M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$605K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$371K |
| 5 |
Bank of New York Mellon
New York
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$129K | -14,281 | Closed |
|
|
SG
77
StoneX Group
New York
| – | -$125K | -13,900 | Closed |
|
|
RWP
78
RWA Wealth Partners
Newton,
Massachusetts
| – | -$96.3K | -10,700 | Closed |
|
|
WAM
79
Wolverine Asset Management
Chicago,
Illinois
| – | -$52.4K | -5,826 | Closed |
|
|
PA
80
Parallel Advisors
San Francisco,
California
| – | -$26.8K | -2,975 | Closed |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$22.5K | -2,500 | Closed |
|
|
FIA
82
FNY Investment Advisers
New York
| – | -$7K | -800 | Closed |
|
|
GI
83
Gradient Investments
Arden Hills,
Minnesota
| – | -$612 | -68 | Closed |
|
MUA Hedge Fund Activity: Q4 2023 in Review
70 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q4 2023, worth a combined $87M — up 21% from $72.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MUA positions and 13 closed out — a net gain of 1 holder — while 22 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.43M. The largest seller was Osaic Holdings, cutting an estimated $1.73M.
- 70 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $87M of BlackRock MuniAssets Fund stock for Q4 2023, up 21% quarter-over-quarter.
- 14 funds opened new BlackRock MuniAssets Fund positions in Q4 2023 and 13 closed out, a net change of +1 holder.
- The largest BlackRock MuniAssets Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.43M added.
- The largest BlackRock MuniAssets Fund seller in Q4 2023 was Osaic Holdings, an estimated $1.73M sold.
Based on aggregated 13F filings for Q4 2023.