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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
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$171K -$6.81K -610 -4%
TSS
77
Two Sigma Securities
New York
$170K +$179K +16,013 New
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$170K +$37.2K +3,334 +26%
PWM
79
Perigon Wealth Management
California
$163K +$51.4K +4,603 +43%
XT
80
XTX Topco
Cayman Islands
$158K +$166K +14,842 New
Stifel Financial
81
Stifel Financial
Missouri
$158K +$1.31K +117 +0.8%
SCA
82
Snowden Capital Advisors
New York
$144K +$33 +3 +0%
WFA
83
Wellspring Financial Advisors
Ohio
$141K +$148K +13,300 New
ACP
84
Argyle Capital Partners
California
$135K +$142K +12,700 New
OC
85
Oppenheimer & Co
New York
$129K +$21.4K +1,920 +19%
GSEP
86
Golden State Equity Partners
California
$129K +$135K +12,127 New
NAS
87
NWF Advisory Services
California
$125K +$131K +11,730 New
HW
88
Hamilton Wealth
California
$124K +$131K +11,700 New
SSF
89
Southern Style Financial
California
$124K +$130K +11,649 New
OWA
90
Octavia Wealth Advisors
Ohio
$120K +$126K +11,268 New
CSP
91
Cary Street Partners
Virginia
$117K +$123K +11,000 New
WA
92
Whipplewood Advisors
Colorado
$117K +$122K +10,960 New
SMH
93
Sanders Morris Harris
Texas
$106K – – –
VHAM
94
Van Hulzen Asset Management
California
$97.5K +$102K +9,174 New
AF
95
Allworth Financial
California
$63.1K +$4.47K +401 +7%
GSWM
96
Golden State Wealth Management
California
$55.2K +$58K +5,195 New
JWA
97
JFS Wealth Advisors
Pennsylvania
$53.2K -$55.8K -5,000 -50%
FFO
98
Fortitude Family Office
Arizona
$44.5K – – –
W
99
WealthCollab
Washington
$30.7K – – –
JP Morgan Chase
100
JP Morgan Chase
New York
$22.9K – – –
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.