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BlackRock MuniHoldings California Quality Fund
MUC

93 hedge funds and large institutions have $226M invested in BlackRock MuniHoldings California Quality Fund in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 41 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

720% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 5

514% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 7

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

104% more capital invested

Capital invested by funds: $111M → $226M (+$116M)

63% more funds holding

Funds holding: 57 → 93 (+36)

1.28% less ownership

Funds ownership: 20.72% → 19.43% (-1.3%)

Holders
93
Holders Change
+36
Holders Change %
+63.16%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
43
Increased
41
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$20.7M
2
HCM
Hollencrest Capital Management
California
+$16.3M
3
GC
Guggenheim Capital
Illinois
+$14.3M
4
Bank of America
Bank of America
North Carolina
+$12.1M
5
RCM
Rivernorth Capital Management
Florida
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
KCM
Karp Capital Management
California
-$1.31M
2
AWS
Atria Wealth Solutions
New York
-$549K
3
IC
Intersect Capital
California
-$494K
4
MCA
Magnolia Capital Advisors
Mississippi
-$222K
5
SAMC
Spectrum Asset Management (California)
California
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$1.12M +$864K +72,114 +361%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.05M +$590K +49,259 +129%
RCM
28
RB Capital Management
Nevada
$965K +$967K +80,653 New
CCM
29
Covington Capital Management
California
$925K +$927K +77,311 New
AA
30
AQR Arbitrage
Connecticut
$922K +$923K +77,007 New
LCM
31
Landscape Capital Management
New Jersey
$719K +$534K +44,523 +287%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$673K +$349K +29,079 +107%
LC
33
Lindbrook Capital
California
$605K +$606K +50,522 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$583K +$440K +36,695 +305%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$582K +$585K +48,779 New
AFA
36
Arlington Financial Advisors
California
$542K +$543K +45,300 New
RJA
37
Raymond James & Associates
Florida
$490K +$316K +26,330 +180%
VCM
38
Vivaldi Capital Management
Illinois
$416K -$18K -1,501 -4%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$394K +$230K +19,198 +140%
AWS
40
Atria Wealth Solutions
New York
$385K -$549K -45,817 -59%
GPC
41
Garrison Point Capital
California
$363K +$363K +30,318 New
RPCA
42
Running Point Capital Advisors
California
$359K – – –
Creative Planning
43
Creative Planning
Kansas
$358K +$350K +29,213 +4,173%
LWAC
44
Laurel Wealth Advisors (California)
California
$352K +$352K +29,368 New
ICM
45
Ionic Capital Management
New York
$345K +$345K +28,802 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$324K +$325K +27,084 New
WMG
47
WESCAP Management Group
California
$295K +$16.3K +1,356 +6%
MA
48
Mutual Advisors
Nebraska
$295K +$18.8K +1,567 +7%
KWS
49
Keystone Wealth Services
California
$294K +$137K +11,442 +87%
WS
50
Wedbush Securities
California
$267K +$140K +11,668 +110%
1
2
3 4

MUC Hedge Fund Activity: Q2 2022 in Review

93 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q2 2022, worth a combined $226M — up 104% from $111M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new MUC positions and 7 closed out — a net gain of 36 holders — while 41 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.7M. The largest seller was Karp Capital Management, exiting entirely with an estimated $1.31M sold.

  • 93 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q2 2022, up from 57 in Q1 2022.
  • Funds reported $226M of BlackRock MuniHoldings California Quality Fund stock for Q2 2022, up 104% quarter-over-quarter.
  • 43 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q2 2022 and 7 closed out, a net change of +36 holders.
  • The largest BlackRock MuniHoldings California Quality Fund buyer in Q2 2022 was Morgan Stanley, an estimated $20.7M added.
  • The largest BlackRock MuniHoldings California Quality Fund seller in Q2 2022 was Karp Capital Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2022.