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BlackRock MuniAssets Fund

54 hedge funds and large institutions have $27.8M invested in BlackRock MuniAssets Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

17% more funds holding

Funds holding: 4654 (+8)

1% more capital invested

Capital invested by funds: $27.6M → $27.8M (+$169K)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

0.11% less ownership

Funds ownership: 6.02%5.92% (-0.11%)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.74M -$202K -15,507 -5%
Wells Fargo
2
Wells Fargo
California
$2.99M +$289K +22,154 +11%
Morgan Stanley
3
Morgan Stanley
New York
$2.51M -$616K -47,212 -20%
U
4
UBS
Switzerland
$2.21M -$193K -14,808 -8%
Bank of America
5
Bank of America
North Carolina
$1.99M +$228K +17,459 +13%
NCM
6
Narwhal Capital Management
Georgia
$1.91M +$261 +20 +0%
PPA
7
Parametric Portfolio Associates
Washington
$1.59M -$823K -63,137 -34%
Invesco
8
Invesco
Georgia
$1.21M +$1.2M +92,260 New
CIA
9
Capital Investment Advisors
Georgia
$1.14M
LPL Financial
10
LPL Financial
California
$1.07M +$37.3K +2,861 +4%
OC
11
Oarsman Capital
Wisconsin
$605K +$56.7K +4,349 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$561K -$57.2K -4,387 -9%
IAA
13
Ironsides Asset Advisors
North Carolina
$431K -$45.6K -3,500 -10%
RJA
14
Raymond James & Associates
Florida
$416K +$109K +8,333 +36%
First Trust Advisors
15
First Trust Advisors
Illinois
$384K +$42.6K +3,270 +13%
VanEck Associates
16
VanEck Associates
New York
$354K -$79.6K -6,104 -18%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$327K +$1.47K +113 +0.5%
HighTower Advisors
18
HighTower Advisors
Illinois
$299K +$297K +22,793 New
SAM
19
SignalPoint Asset Management
Missouri
$257K +$483 +37 +0.2%
AIG
20
American International Group
New York
$252K +$170 +13 +0.1%
CAN
21
Cetera Advisor Networks
California
$231K +$48.9K +3,750 +27%
UCFA
22
United Capital Financial Advisors
Texas
$231K +$230K +17,610 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$225K
WS
24
Wedbush Securities
California
$218K
GEM
25
Global Endowment Management
North Carolina
$202K -$308K -23,640 -61%

MUA Hedge Fund Activity: Q3 2014 in Review

54 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q3 2014, worth a combined $27.8M — up 0.61% from $27.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MUA positions and 3 closed out — a net gain of 8 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $1.2M. The largest seller was Parametric Portfolio Associates, cutting an estimated $823K.

  • 54 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q3 2014, up from 46 in Q2 2014.
  • Funds reported $27.8M of BlackRock MuniAssets Fund stock for Q3 2014, up 0.61% quarter-over-quarter.
  • 11 funds opened new BlackRock MuniAssets Fund positions in Q3 2014 and 3 closed out, a net change of +8 holders.
  • The largest BlackRock MuniAssets Fund buyer in Q3 2014 was Invesco, an estimated $1.2M added.
  • The largest BlackRock MuniAssets Fund seller in Q3 2014 was Parametric Portfolio Associates, an estimated $823K sold.

Based on aggregated 13F filings for Q3 2014.