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BlackRock MuniHoldings California Quality Fund
MUC

Overview Fund Activity

93 hedge funds and large institutions have $388M invested in BlackRock MuniHoldings California Quality Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
28
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
SIA
2
Sit Investment Associates
Minnesota
$28M
3
SCM
3
Saba Capital Management
New York
$46.4M
4
RCM
4
Robinson Capital Management
Michigan
$5.99M
5
KIM
5
Karpus Investment Management
New York
$42M

Top Sellers

1
HCM
1
Hollencrest Capital Management
California
$10.3M
2
BPCM
2
Beach Point Capital Management
California
$0
3
RCM
3
Rivernorth Capital Management
Florida
$33.7M
4
UBS Group
4
UBS Group
Switzerland
$4.05M
5
IP
5
Intellectus Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.31M 117,628 +22,361 +23%
WWM
27
Western Wealth Management
Colorado
$1.03M 92,637 -10,799 -10%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.01M 91,188 +603 +0.7%
MWM
29
Melfa Wealth Management
Massachusetts
$881K 79,195 +268 +0.3%
MC
30
Matisse Capital
Oregon
$875K 78,600 – –
Osaic Holdings
31
Osaic Holdings
Arizona
$817K 73,399 -7,351 -9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$760K 68,299 +768 +1%
SWP
33
Stratos Wealth Partners
Ohio
$653K 58,696 -7,410 -11%
CW
34
Channel Wealth
California
$646K 58,038 -14,262 -20%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$629K 56,553 -29,745 -34%
FPCP
36
Fort Point Capital Partners
California
$628K 56,459 +20,557 +57%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$618K 55,553 -5,951 -10%
NWM
38
Napa Wealth Management
California
$471K 42,313 +42,313 New
BPA
39
Beacon Pointe Advisors
California
$463K 41,604 +41,604 New
Cerity Partners
40
Cerity Partners
New York
$454K 40,759 – –
LA
41
LM Advisors
California
$452K 40,604 +40,604 New
MSL
42
Mackay Shields LLC
New York
$449K 40,376 +40,376 New
JWA
43
JFS Wealth Advisors
Pennsylvania
$445K 40,000 – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$421K 37,810 +6,454 +21%
TIM
45
Tortoise Investment Management
New York
$396K 35,611 +4,062 +13%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$390K 35,004 -17,552 -33%
WS
47
Wedbush Securities
California
$368K 33,044 +1,355 +4%
RCM
48
RB Capital Management
Nevada
$325K 29,215 -5,455 -16%
RC
49
Rareview Capital
Nevada
$310K 27,811 +27,811 New
VCM
50
Vivaldi Capital Management
Illinois
$307K 27,668 -1,303 -4%
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