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BlackRock MuniAssets Fund

51 hedge funds and large institutions have $26M invested in BlackRock MuniAssets Fund in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $23.9M → $26M (+$2.04M)

2% more funds holding

Funds holding: 5051 (+1)

0.13% more ownership

Funds ownership: 4.95%5.08% (+0.13%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.1M -$195K -14,248 -5%
Bank of America
2
Bank of America
North Carolina
$3.37M +$269K +19,616 +9%
Morgan Stanley
3
Morgan Stanley
New York
$2.55M -$93.2K -6,805 -4%
NCM
4
Narwhal Capital Management
Georgia
$2M +$1.23K +90 +0.1%
LPL Financial
5
LPL Financial
California
$1.59M +$547K +39,966 +56%
CIA
6
Capital Investment Advisors
Georgia
$1.21M -$8.48K -619 -0.7%
UCFA
7
United Capital Financial Advisors
Texas
$818K +$201K +14,689 +34%
SBIA
8
Sheaff Brock Investment Advisors
Indiana
$811K +$778K +56,824 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$726K +$120K +8,790 +21%
UBS Group
10
UBS Group
Switzerland
$720K +$18.5K +1,350 +3%
OC
11
Oarsman Capital
Wisconsin
$658K -$4.79K -350 -0.8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$598K +$314K +22,948 +121%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$555K -$67K -4,895 -11%
VanEck Associates
14
VanEck Associates
New York
$542K +$53.9K +3,937 +12%
IAA
15
Ironsides Asset Advisors
North Carolina
$518K
HighTower Advisors
16
HighTower Advisors
Illinois
$497K
MFS
17
MSI Financial Services
Massachusetts
$376K +$86.5K +6,319 +31%
RJA
18
Raymond James & Associates
Florida
$361K -$958 -70 -0.3%
DADC
19
D.A. Davidson & Co
Montana
$313K
SAM
20
SignalPoint Asset Management
Missouri
$281K +$507 +37 +0.2%
WS
21
Wedbush Securities
California
$267K -$5.18K -378 -2%
CAN
22
Cetera Advisor Networks
California
$262K -$5.72K -418 -2%
AIG
23
American International Group
New York
$214K -$17.6K -1,285 -8%
SWP
24
Stratos Wealth Partners
Ohio
$206K
WHI
25
William Harris Investors
Illinois
$200K

MUA Hedge Fund Activity: Q4 2015 in Review

51 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q4 2015, worth a combined $26M — up 8.5% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MUA positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $547K. The largest seller was Invesco, exiting entirely with an estimated $922K sold.

  • 51 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q4 2015, up from 50 in Q3 2015.
  • Funds reported $26M of BlackRock MuniAssets Fund stock for Q4 2015, up 8.5% quarter-over-quarter.
  • 5 funds opened new BlackRock MuniAssets Fund positions in Q4 2015 and 4 closed out, a net change of +1 holder.
  • The largest BlackRock MuniAssets Fund buyer in Q4 2015 was LPL Financial, an estimated $547K added.
  • The largest BlackRock MuniAssets Fund seller in Q4 2015 was Invesco, an estimated $922K sold.

Based on aggregated 13F filings for Q4 2015.