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BlackRock MuniHoldings California Quality Fund
MUC

110 hedge funds and large institutions have $307M invested in BlackRock MuniHoldings California Quality Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

20% more funds holding

Funds holding: 92 → 110 (+18)

2.02% more ownership

Funds ownership: 28.64% → 30.67% (+2%)

1% less capital invested

Capital invested by funds: $311M → $307M (-$3.52M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
110
Holders Change
+18
Holders Change %
+19.57%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
43
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$10.7M
2
GC
Guggenheim Capital
Illinois
+$3.5M
3
COLIM
City of London Investment Management
United Kingdom
+$3.38M
4
RCM
Rivernorth Capital Management
Florida
+$2.66M
5
LSC
Logan Stone Capital
Illinois
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hollencrest Capital Management
California
-$8.04M
2
SIA
Sit Investment Associates
Minnesota
-$1.29M
3
WWM
Western Wealth Management
Colorado
-$1.03M
4
Morgan Stanley
Morgan Stanley
New York
-$986K
5
Citadel Advisors
Citadel Advisors
Florida
-$776K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
26
Mackay Shields LLC
New York
$1.38M -$17.3K -1,547 -1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.2M +$101K +9,020 +9%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.2M -$45.5K -4,075 -3%
AC
29
Almitas Capital
California
$1.18M +$1.24M +111,060 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$1.02M +$771K +69,136 +255%
MWM
31
Melfa Wealth Management
Massachusetts
$1.01M +$64.2K +5,750 +6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$951K -$2.81K -252 -0.3%
IP
33
Intellectus Partners
California
$938K +$55.5K +4,978 +6%
CW
34
Channel Wealth
California
$837K +$213K +19,114 +32%
MC
35
Matisse Capital
Oregon
$836K – – –
LCM
36
Landscape Capital Management
New Jersey
$781K +$88.7K +7,948 +12%
PIA
37
Perennial Investment Advisors
California
$778K +$58.6K +5,250 +8%
AW
38
Alteri Wealth
California
$697K +$732K +65,568 New
DWM
39
Destination Wealth Management
California
$606K +$156K +13,995 +33%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$586K +$9.2K +824 +2%
CWS
41
Cypress Wealth Services
California
$560K +$319K +28,596 +119%
CL
42
Choreo LLC
Illinois
$518K +$61K +5,469 +13%
WAM
43
Wolverine Asset Management
Illinois
$517K +$151K +13,510 +38%
WS
44
Wedbush Securities
California
$509K +$87.5K +7,839 +20%
Raymond James Financial
45
Raymond James Financial
Florida
$455K +$477K +42,762 New
Cerity Partners
46
Cerity Partners
New York
$433K +$22 +2 +0%
LGWM
47
Litman Gregory Wealth Management
California
$412K +$24.3K +2,179 +6%
LA
48
LM Advisors
California
$385K -$49K -4,387 -11%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$381K +$400K +35,822 New
Jane Street
50
Jane Street
New York
$368K +$387K +34,651 New
1
2
3 4 5

MUC Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q4 2024, worth a combined $307M — down 1.1% from $311M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MUC positions and 7 closed out — a net gain of 20 holders — while 43 added to existing stakes and 23 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $10.7M. The largest seller was Hollencrest Capital Management, cutting an estimated $8.04M.

  • 110 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $307M of BlackRock MuniHoldings California Quality Fund stock for Q4 2024, down 1.1% quarter-over-quarter.
  • 27 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q4 2024 and 7 closed out, a net change of +20 holders.
  • The largest BlackRock MuniHoldings California Quality Fund buyer in Q4 2024 was Karpus Investment Management, an estimated $10.7M added.
  • The largest BlackRock MuniHoldings California Quality Fund seller in Q4 2024 was Hollencrest Capital Management, an estimated $8.04M sold.

Based on aggregated 13F filings for Q4 2024.