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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
Nomura Holdings
51
Nomura Holdings
Japan
$340K +$234K +20,945 +189%
RC
52
Rareview Capital
Nevada
$321K +$513 +46 +0.2%
FFA
53
Farther Finance Advisors
California
$314K – – –
RCM
54
RB Capital Management
Nevada
$305K -$7.44K -667 -2%
IWC
55
Integrated Wealth Concepts
Massachusetts
$297K +$279 +25 +0.1%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$294K +$78.9K +7,074 +34%
Osaic Holdings
57
Osaic Holdings
Arizona
$285K -$76.5K -6,857 -20%
SPIA
58
Steward Partners Investment Advisory
New York
$274K +$1.12K +100 +0.4%
KWS
59
Keystone Wealth Services
California
$261K – – –
TIM
60
Tortoise Investment Management
New York
$258K -$57.5K -5,150 -17%
TWP
61
Tempus Wealth Planning
California
$251K – – –
VCM
62
Vivaldi Capital Management
Illinois
$249K +$156 +14 +0.1%
SW
63
SteelPeak Wealth
California
$248K +$261K +23,370 New
RAM
64
Readystate Asset Management
Illinois
$248K +$261K +23,357 New
SA
65
Strategic Advocates
Utah
$240K – – –
AWM
66
Axxcess Wealth Management
California
$240K – – –
WJWM
67
Williams Jones Wealth Management
New York
$238K +$135K +12,084 +118%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$238K -$103K -9,245 -29%
Corient Private Wealth
69
Corient Private Wealth
Florida
$227K +$85.1K +7,628 +55%
Creative Planning
70
Creative Planning
Kansas
$214K +$40.5K +3,625 +22%
NMC
71
Nine Masts Capital
Hong Kong
$209K -$671K -60,110 -75%
CIA
72
Capital Investment Advisors
Georgia
$205K – – –
MG
73
Marex Group
$199K +$209K +18,748 New
EC
74
Elequin Capital
New York
$191K +$200K +17,965 New
EWA
75
EP Wealth Advisors
California
$189K +$54.4K +4,875 +38%
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.