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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
RJFSA
51
Raymond James Financial Services Advisors
Florida
$266K +$137K +11,426 +106%
SPIA
52
Steward Partners Investment Advisory
New York
$260K +$222K +18,486 +575%
TFO
53
Tarbox Family Office
California
$248K +$248K +20,700 New
HWA
54
HCR Wealth Advisors
California
$246K +$245K +20,465 New
CIA
55
Capital Investment Advisors
Georgia
$238K -$19.5K -1,626 -8%
FFA
56
First Foundation Advisors
California
$238K +$238K +19,842 New
VIM
57
Vista Investment Management
Pennsylvania
$237K +$109K +9,124 +86%
MCM
58
Morton Capital Management
California
$236K +$236K +19,725 New
DADC
59
D.A. Davidson & Co
Montana
$227K -$122K -10,201 -35%
COLIM
60
City of London Investment Management
United Kingdom
$221K +$221K +18,463 New
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$217K +$217K +18,117 New
VF
62
Virtu Financial
New York
$217K +$218K +18,156 New
Stifel Financial
63
Stifel Financial
Missouri
$216K +$68.4K +5,708 +46%
FFG
64
Ford Financial Group
California
$210K +$211K +17,591 New
CCP
65
Corient Capital Partners
California
$206K +$206K +17,226 New
MMA
66
Miracle Mile Advisors
California
$202K +$202K +16,863 New
AA
67
Apriem Advisors
California
$199K +$200K +16,662 New
RIA
68
Realta Investment Advisors
Delaware
$199K +$200K +16,683 New
LGWM
69
Litman Gregory Wealth Management
California
$194K +$194K +16,169 New
TWP
70
Tempus Wealth Planning
California
$192K – – –
MA
71
MKT Advisors
California
$184K -$8.39K -700 -4%
WDC
72
Woodward Diversified Capital
California
$182K +$182K +15,182 New
EL
73
EMFO LLC
Florida
$165K +$165K +13,751 New
FM
74
Family Management
New York
$159K +$160K +13,319 New
ACI
75
Alpha Cubed Investments
California
$159K +$160K +13,320 New
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.