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BlackRock MuniAssets Fund

45 hedge funds and large institutions have $27.5M invested in BlackRock MuniAssets Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

2% more capital invested

Capital invested by funds: $26.8M → $27.5M (+$655K)

0.19% more ownership

Funds ownership: 4.79%4.99% (+0.19%)

12% less funds holding

Funds holding: 5145 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
45
Holders Change
-6
Holders Change %
-11.76%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.88M -$20.4K -1,320 -0.5%
Bank of America
2
Bank of America
North Carolina
$3.78M +$19K +1,225 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$3.2M +$415K +26,823 +15%
NCM
4
Narwhal Capital Management
Georgia
$2.14M -$9.17K -592 -0.4%
UCFA
5
United Capital Financial Advisors
Texas
$1.61M +$231K +14,937 +17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.56M +$244K +15,733 +18%
VanEck Associates
7
VanEck Associates
New York
$1.08M +$148K +9,553 +16%
LPL Financial
8
LPL Financial
California
$910K +$91.7K +5,922 +11%
UBS Group
9
UBS Group
Switzerland
$871K -$21.8K -1,406 -2%
OC
10
Oarsman Capital
Wisconsin
$704K +$7.74K +500 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$678K +$94.8K +6,121 +16%
DADC
12
D.A. Davidson & Co
Montana
$674K +$194K +12,557 +40%
RJA
13
Raymond James & Associates
Florida
$573K +$42K +2,711 +8%
HighTower Advisors
14
HighTower Advisors
Illinois
$536K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$517K +$34.1K +2,199 +7%
IAA
16
Ironsides Asset Advisors
North Carolina
$443K +$446K +28,800 New
CAN
17
Cetera Advisor Networks
California
$436K +$171K +11,041 +64%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$379K
GWM
19
Geneos Wealth Management
Colorado
$372K -$21.3K -1,375 -5%
Ameriprise
20
Ameriprise
Minnesota
$303K +$64.9K +4,191 +27%
WS
21
Wedbush Securities
California
$275K -$29.4K -1,900 -10%
HCM
22
Howland Capital Management
Massachusetts
$247K
ACM
23
Argyle Capital Management
Pennsylvania
$212K
FC
24
FIC Capital
New York
$199K
ICOA
25
Investment Centers of America
North Dakota
$198K +$36.6K +2,366 +23%

MUA Hedge Fund Activity: Q3 2016 in Review

45 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q3 2016, worth a combined $27.5M — up 2.4% from $26.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MUA and 3 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 19 added.

The largest buyer was Ironsides Asset Advisors, opening a new position worth an estimated $446K. The largest seller was SignalPoint Asset Management, exiting entirely with an estimated $308K sold.

  • 45 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q3 2016, down from 51 in Q2 2016.
  • Funds reported $27.5M of BlackRock MuniAssets Fund stock for Q3 2016, up 2.4% quarter-over-quarter.
  • 3 funds opened new BlackRock MuniAssets Fund positions in Q3 2016 and 9 closed out, a net change of -6 holders.
  • The largest BlackRock MuniAssets Fund buyer in Q3 2016 was Ironsides Asset Advisors, an estimated $446K added.
  • The largest BlackRock MuniAssets Fund seller in Q3 2016 was SignalPoint Asset Management, an estimated $308K sold.

Based on aggregated 13F filings for Q3 2016.