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BlackRock MuniAssets Fund

69 hedge funds and large institutions have $68.4M invested in BlackRock MuniAssets Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

1.4% less ownership

Funds ownership: 18.68%17.28% (-1.4%)

3% less funds holding

Funds holding: 7169 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

31% less capital invested

Capital invested by funds: $98.7M → $68.4M (-$30.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
25
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.22M +$2.29M +211,641 +32%
GC
2
Guggenheim Capital
Illinois
$8.03M +$942K +86,996 +13%
KeyBank National Association
3
KeyBank National Association
Ohio
$6.87M -$81.5K -7,528 -1%
RCM
4
Robinson Capital Management
Michigan
$3.75M -$196K -18,103 -5%
WP
5
Woodline Partners
California
$3.48M +$616K +56,894 +21%
RCM
6
Rivernorth Capital Management
Florida
$3.11M -$4.75M -438,584 -60%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.1M -$58.3K -5,382 -2%
UBS Group
8
UBS Group
Switzerland
$3.08M -$98.1K -9,056 -3%
Mariner
9
Mariner
Kansas
$2.97M +$671K +61,925 +28%
Morgan Stanley
10
Morgan Stanley
New York
$2.43M +$11.1K +1,023 +0.4%
RCG
11
Regatta Capital Group
California
$2.15M
VanEck Associates
12
VanEck Associates
New York
$2.12M -$49.8K -4,600 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.03M +$306K +28,221 +17%
AAM
14
Advisors Asset Management
Colorado
$1.62M +$655K +60,490 +65%
Wells Fargo
15
Wells Fargo
California
$1.53M +$62.3K +5,756 +4%
Ameriprise
16
Ameriprise
Minnesota
$1.39M -$571K -52,688 -29%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.16M +$54.2K +5,006 +5%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.13M +$43.9K +4,057 +4%
RJA
19
Raymond James & Associates
Florida
$1.1M -$16K -1,477 -1%
SPIA
20
Steward Partners Investment Advisory
New York
$899K -$211K -19,509 -19%
MWM
21
Melfa Wealth Management
Massachusetts
$866K +$63K +5,817 +8%
KMWM
22
Keudell/Morrison Wealth Management
Oregon
$744K -$32.6K -3,006 -4%
GCP
23
Gill Capital Partners
Colorado
$615K +$58.9K +5,441 +10%
LPL Financial
24
LPL Financial
California
$411K -$35K -3,236 -8%
OC
25
Oarsman Capital
Wisconsin
$364K +$1.08K +100 +0.3%

MUA Hedge Fund Activity: Q1 2023 in Review

69 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q1 2023, worth a combined $68.4M — down 31% from $98.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MUA and 9 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 25 added.

The largest buyer was Bank of America, adding an estimated $2.29M. The largest seller was Pathstone Family Office, exiting entirely with an estimated $21M sold.

  • 69 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q1 2023, down from 71 in Q4 2022.
  • Funds reported $68.4M of BlackRock MuniAssets Fund stock for Q1 2023, down 31% quarter-over-quarter.
  • 9 funds opened new BlackRock MuniAssets Fund positions in Q1 2023 and 11 closed out, a net change of -2 holders.
  • The largest BlackRock MuniAssets Fund buyer in Q1 2023 was Bank of America, an estimated $2.29M added.
  • The largest BlackRock MuniAssets Fund seller in Q1 2023 was Pathstone Family Office, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2023.