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BlackRock MuniHoldings California Quality Fund
MUC

57 hedge funds and large institutions have $111M invested in BlackRock MuniHoldings California Quality Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

14% more funds holding

Funds holding: 50 → 57 (+7)

2.2% more ownership

Funds ownership: 18.51% → 20.72% (+2.2%)

5% less capital invested

Capital invested by funds: $117M → $111M (-$6.33M)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
18
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.56M
2
IP
Ignite Planners
California
+$2.55M
3
Morgan Stanley
Morgan Stanley
New York
+$1.65M
4
WWM
Western Wealth Management
Colorado
+$943K
5
SCA
Snowden Capital Advisors
New York
+$733K

Top Sellers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
-$591K
2
Wells Fargo
Wells Fargo
California
-$473K
3
CFG
Cooper Financial Group
California
-$390K
4
KCM
Karp Capital Management
California
-$380K
5
Invesco
Invesco
Georgia
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
26
Running Point Capital Advisors
California
$392K +$420K +30,000 New
DADC
27
D.A. Davidson & Co
Montana
$382K +$22.4K +1,600 +6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$355K -$10.3K -737 -3%
WMG
29
WESCAP Management Group
California
$304K -$75K -5,359 -19%
MA
30
Mutual Advisors
Nebraska
$302K – – –
HCM
31
Hollencrest Capital Management
California
$282K – – –
CIA
32
Capital Investment Advisors
Georgia
$281K – – –
MIAN
33
Mariner Independent Advisor Network
Kansas
$262K +$28.8K +2,057 +11%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$262K +$263K +18,770 New
MCA
35
Magnolia Capital Advisors
Mississippi
$222K +$238K +17,000 New
SAMC
36
Spectrum Asset Management (California)
California
$213K +$228K +16,300 New
TWP
37
Tempus Wealth Planning
California
$210K – – –
LCM
38
Landscape Capital Management
New Jersey
$203K +$217K +15,523 New
RJA
39
Raymond James & Associates
Florida
$191K – – –
MA
40
MKT Advisors
California
$184K +$220K +15,744 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$179K – – –
SW
42
SteelPeak Wealth
California
$172K – – –
KWS
43
Keystone Wealth Services
California
$171K – – –
Stifel Financial
44
Stifel Financial
Missouri
$161K -$92.6K -6,621 -35%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$157K +$154K +11,000 +1,082%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$141K – – –
WS
47
Wedbush Securities
California
$139K -$210K -15,000 -59%
VIM
48
Vista Investment Management
Pennsylvania
$139K – – –
CF
49
Centaurus Financial
California
$123K – – –
AF
50
Allworth Financial
California
$75K +$79.7K +5,700 New
1
2
3

MUC Hedge Fund Activity: Q1 2022 in Review

57 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q1 2022, worth a combined $111M — down 5.4% from $117M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MUC positions and 6 closed out — a net gain of 10 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $2.56M. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $591K sold.

  • 57 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q1 2022, up from 50 in Q4 2021.
  • Funds reported $111M of BlackRock MuniHoldings California Quality Fund stock for Q1 2022, down 5.4% quarter-over-quarter.
  • 16 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q1 2022 and 6 closed out, a net change of +10 holders.
  • The largest BlackRock MuniHoldings California Quality Fund buyer in Q1 2022 was Fiera Capital (Canada), an estimated $2.56M added.
  • The largest BlackRock MuniHoldings California Quality Fund seller in Q1 2022 was Beacon Pointe Advisors, an estimated $591K sold.

Based on aggregated 13F filings for Q1 2022.