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BlackRock MuniAssets Fund

55 hedge funds and large institutions have $29.6M invested in BlackRock MuniAssets Fund in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

31% more funds holding

Funds holding: 4255 (+13)

29% more capital invested

Capital invested by funds: $23M → $29.6M (+$6.64M)

1.77% more ownership

Funds ownership: 5.4%7.16% (+1.8%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
12
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.52M +$1.02M +87,639 +40%
Morgan Stanley
2
Morgan Stanley
New York
$3.04M -$933K -80,013 -23%
Wells Fargo
3
Wells Fargo
California
$2.25M -$22.9K -1,963 -1%
U
4
UBS
Switzerland
$1.93M +$193K +16,551 +11%
Invesco
5
Invesco
Georgia
$1.68M -$329K -28,257 -16%
GEM
6
Global Endowment Management
North Carolina
$1.5M +$1.09M +93,894 +264%
Bank of America
7
Bank of America
North Carolina
$1.4M -$440K -37,766 -24%
PPA
8
Parametric Portfolio Associates
Washington
$1.1M +$612K +52,522 +124%
NCM
9
Narwhal Capital Management
Georgia
$1.09M +$1.1M +94,750 New
CIA
10
Capital Investment Advisors
Georgia
$1.04M +$1.05M +89,883 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$768K -$44K -3,772 -5%
TC
12
TFS Capital
Pennsylvania
$739K +$746K +63,978 New
N
13
Nuveen
North Carolina
$705K +$35K +3,000 +5%
LPL Financial
14
LPL Financial
California
$703K -$59.8K -5,131 -8%
DA
15
Doliver Advisors
Texas
$655K +$539K +46,197 +440%
PRCM
16
Pine River Capital Management
Minnesota
$546K +$550K +47,218 New
NCM
17
Newgate Capital Management
Connecticut
$515K +$520K +44,628 New
LCM
18
Landscape Capital Management
New Jersey
$481K +$485K +41,632 New
PIA
19
Peachtree Investment Advisors
Georgia
$465K +$469K +40,256 New
OC
20
Oarsman Capital
Wisconsin
$427K -$164K -14,050 -28%
AQR Capital Management
21
AQR Capital Management
Connecticut
$377K +$240K +20,565 +170%
WAM
22
Weiss Asset Management
Massachusetts
$350K +$353K +30,276 New
SG Americas Securities
23
SG Americas Securities
New York
$318K +$321K +27,553 New
VanEck Associates
24
VanEck Associates
New York
$279K -$21.9K -1,881 -7%
VKH
25
Virtu KCG Holdings
New York
$274K +$276K +23,687 New

MUA Hedge Fund Activity: Q4 2013 in Review

55 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q4 2013, worth a combined $29.6M — up 29% from $23M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MUA positions and 6 closed out — a net gain of 13 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Narwhal Capital Management, opening a new position worth an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $933K.

  • 55 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q4 2013, up from 42 in Q3 2013.
  • Funds reported $29.6M of BlackRock MuniAssets Fund stock for Q4 2013, up 29% quarter-over-quarter.
  • 19 funds opened new BlackRock MuniAssets Fund positions in Q4 2013 and 6 closed out, a net change of +13 holders.
  • The largest BlackRock MuniAssets Fund buyer in Q4 2013 was Narwhal Capital Management, an estimated $1.1M added.
  • The largest BlackRock MuniAssets Fund seller in Q4 2013 was Morgan Stanley, an estimated $933K sold.

Based on aggregated 13F filings for Q4 2013.