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BlackRock MuniHoldings California Quality Fund
MUC

50 hedge funds and large institutions have $117M invested in BlackRock MuniHoldings California Quality Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

9% more funds holding

Funds holding: 46 → 50 (+4)

0.23% more ownership

Funds ownership: 18.29% → 18.51% (+0.23%)

0% less capital invested

Capital invested by funds: $117M → $117M (-$451K)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$862K
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$750K
3
Morgan Stanley
Morgan Stanley
New York
+$726K
4
BPA
Beacon Pointe Advisors
California
+$600K
5
Bank of America
Bank of America
North Carolina
+$369K

Top Sellers

Rank Fund Capital Flow
1
FFA
First Foundation Advisors
California
-$1.26M
2
Wells Fargo
Wells Fargo
California
-$515K
3
GC
Guggenheim Capital
Illinois
-$413K
4
UBS Group
UBS Group
Switzerland
-$340K
5
TFO
Tarbox Family Office
California
-$324K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$356K – – –
HCM
27
Hollencrest Capital Management
California
$333K – – –
CIA
28
Capital Investment Advisors
Georgia
$332K +$125 +8 +0%
Stifel Financial
29
Stifel Financial
Missouri
$292K +$894 +57 +0.3%
Invesco
30
Invesco
Georgia
$285K -$304K -19,417 -51%
MIAN
31
Mariner Independent Advisor Network
Kansas
$276K +$281K +17,929 New
TWP
32
Tempus Wealth Planning
California
$248K – – –
RJA
33
Raymond James & Associates
Florida
$225K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$212K +$19.8K +1,262 +10%
SW
35
SteelPeak Wealth
California
$203K – – –
KWS
36
Keystone Wealth Services
California
$202K +$205K +13,090 New
AA
37
AlphaCentric Advisors
Puerto Rico
$201K +$204K +13,000 New
LNC
38
Lincoln National Corp
Pennsylvania
$190K -$122K -7,803 -39%
FFA
39
First Foundation Advisors
California
$183K -$1.26M -80,413 -87%
NFG
40
Next Financial Group
Texas
$171K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$167K – – –
VIM
42
Vista Investment Management
Pennsylvania
$164K – – –
CF
43
Centaurus Financial
California
$145K – – –
RFA
44
Reilly Financial Advisors
California
$105K – – –
SCA
45
Snowden Capital Advisors
New York
$66K +$67.9K +4,330 New
AIP
46
Ameritas Investment Partners
Nebraska
$23K – – –
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$15K +$63 +4 +0.4%
UB
48
UMB Bank
Missouri
$7K +$7.13K +455 New
SCA
49
Stonebridge Capital Advisors
Minnesota
$5K – – –
FFG
50
Ford Financial Group
California
$146 +$149K +9,500 New
1
2
3

MUC Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q4 2021, worth a combined $117M — down 0.38% from $117M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MUC positions and 3 closed out — a net gain of 4 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $862K. The largest seller was First Foundation Advisors, cutting an estimated $1.26M.

  • 50 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $117M of BlackRock MuniHoldings California Quality Fund stock for Q4 2021, down 0.38% quarter-over-quarter.
  • 7 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q4 2021 and 3 closed out, a net change of +4 holders.
  • The largest BlackRock MuniHoldings California Quality Fund buyer in Q4 2021 was Fiera Capital (Canada), an estimated $862K added.
  • The largest BlackRock MuniHoldings California Quality Fund seller in Q4 2021 was First Foundation Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2021.