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BlackRock MuniHoldings California Quality Fund
MUC

92 hedge funds and large institutions have $311M invested in BlackRock MuniHoldings California Quality Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

1% more capital invested

Capital invested by funds: $307M → $311M (+$3.44M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.76% less ownership

Funds ownership: 29.41% → 28.64% (-0.76%)

1% less funds holding

Funds holding: 93 → 92 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
29
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$3.97M
2
Morgan Stanley
Morgan Stanley
New York
+$3.62M
3
RCM
Rivernorth Capital Management
Florida
+$1.89M
4
EW
Evoke Wealth
California
+$1.31M
5
RCM
Robinson Capital Management
Michigan
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$11.2M
2
SIA
Sit Investment Associates
Minnesota
-$7.07M
3
SCM
Saba Capital Management
New York
-$1.92M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.18M
5
AA
AQR Arbitrage
Connecticut
-$953K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
26
Logan Stone Capital
Illinois
$1.04M -$101K -8,969 -9%
MWM
27
Melfa Wealth Management
Massachusetts
$1.03M +$116K +10,250 +13%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.03M -$8.48K -752 -0.8%
WWM
29
Western Wealth Management
Colorado
$1.03M +$1.01M +89,664 New
IP
30
Intellectus Partners
California
$963K +$45K +3,994 +5%
NMC
31
Nine Masts Capital
Hong Kong
$919K +$195K +17,309 +28%
MC
32
Matisse Capital
Oregon
$905K – – –
PIA
33
Perennial Investment Advisors
California
$783K +$178K +15,750 +30%
Citadel Advisors
34
Citadel Advisors
Florida
$776K +$760K +67,378 New
LCM
35
Landscape Capital Management
New Jersey
$755K -$571K -50,680 -44%
CW
36
Channel Wealth
California
$686K -$11.3K -1,006 -2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$626K -$111K -9,831 -15%
CL
38
Choreo LLC
Illinois
$502K +$24.5K +2,172 +5%
DWM
39
Destination Wealth Management
California
$496K – – –
Cerity Partners
40
Cerity Partners
New York
$470K – – –
LA
41
LM Advisors
California
$468K – – –
WS
42
Wedbush Securities
California
$462K +$42.2K +3,747 +10%
Millennium Management
43
Millennium Management
New York
$430K +$421K +37,332 New
LGWM
44
Litman Gregory Wealth Management
California
$422K +$214K +19,015 +108%
WAM
45
Wolverine Asset Management
Illinois
$405K +$324K +28,772 +450%
Osaic Holdings
46
Osaic Holdings
Arizona
$388K -$18.3K -1,621 -5%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$364K – – –
FFA
48
Farther Finance Advisors
California
$340K +$333K +29,498 New
TIM
49
Tortoise Investment Management
New York
$339K -$24.2K -2,150 -7%
RCM
50
RB Capital Management
Nevada
$338K -$7.78K -690 -2%
1
2
3 4 5

MUC Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q3 2024, worth a combined $311M — up 1.1% from $307M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MUC and 8 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 29 added.

The largest buyer was Guggenheim Capital, adding an estimated $3.97M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $11.2M sold.

  • 92 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q3 2024, down from 93 in Q2 2024.
  • Funds reported $311M of BlackRock MuniHoldings California Quality Fund stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 8 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest BlackRock MuniHoldings California Quality Fund buyer in Q3 2024 was Guggenheim Capital, an estimated $3.97M added.
  • The largest BlackRock MuniHoldings California Quality Fund seller in Q3 2024 was Penserra Capital Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2024.