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BlackRock MuniHoldings California Quality Fund

50 hedge funds and large institutions have $117M invested in BlackRock MuniHoldings California Quality Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

9% more funds holding

Funds holding: 4650 (+4)

0.23% more ownership

Funds ownership: 18.29%18.51% (+0.23%)

0% less capital invested

Capital invested by funds: $117M → $117M (-$451K)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
51
Tarbox Family Office
California
-$324K -20,700 Closed
LGWM
52
Litman Gregory Wealth Management
California
-$177K -11,300 Closed
LWM
53
Liberty Wealth Management
California
-$8K -522 Closed

MUC Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q4 2021, worth a combined $117M — down 0.38% from $117M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MUC positions and 3 closed out — a net gain of 4 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $862K. The largest seller was First Foundation Advisors, cutting an estimated $1.26M.

  • 50 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $117M of BlackRock MuniHoldings California Quality Fund stock for Q4 2021, down 0.38% quarter-over-quarter.
  • 7 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q4 2021 and 3 closed out, a net change of +4 holders.
  • The largest BlackRock MuniHoldings California Quality Fund buyer in Q4 2021 was Fiera Capital (Canada), an estimated $862K added.
  • The largest BlackRock MuniHoldings California Quality Fund seller in Q4 2021 was First Foundation Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2021.