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BlackRock MuniHoldings California Quality Fund

38 hedge funds and large institutions have $42.2M invested in BlackRock MuniHoldings California Quality Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

10% more capital invested

Capital invested by funds: $38.5M → $42.2M (+$3.68M)

0.15% more ownership

Funds ownership: 7.36%7.51% (+0.15%)

14% less funds holding

Funds holding: 4438 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.5M +$947K +68,871 +7%
Bank of America
2
Bank of America
North Carolina
$4.48M +$95.5K +6,939 +2%
GC
3
Guggenheim Capital
Illinois
$3.59M -$292K -21,241 -8%
MSL
4
Mackay Shields LLC
New York
$2.16M +$740K +53,797 +53%
Invesco
5
Invesco
Georgia
$2.04M -$290K -21,086 -13%
LPL Financial
6
LPL Financial
California
$2M +$96.9K +7,041 +5%
Goldman Sachs
7
Goldman Sachs
New York
$1.68M -$1.73K -126 -0.1%
U
8
UBS
Switzerland
$1.6M +$322K +23,393 +25%
Wells Fargo
9
Wells Fargo
California
$1.58M -$313K -22,783 -17%
Stifel Financial
10
Stifel Financial
Missouri
$1.12M +$1.1M +80,256 New
AQR Capital Management
11
AQR Capital Management
Connecticut
$996K +$450K +32,721 +84%
ACM
12
Akanthos Capital Management
California
$849K +$151K +10,968 +22%
WAM
13
Wolverine Asset Management
Illinois
$764K +$463K +33,689 +159%
MIG
14
Mariner Investment Group
New York
$764K +$755K +54,892 New
TC
15
TFS Capital
Pennsylvania
$646K -$434K -31,554 -40%
AAM
16
Advisors Asset Management
Colorado
$437K +$312K +22,716 +262%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$379K +$67.5K +4,909 +22%
ACI
18
Alpha Cubed Investments
California
$354K -$78.7K -5,723 -18%
BCA
19
Benchmark Capital Advisors
New York
$278K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$261K +$91.1K +6,619 +55%
OC
21
Oppenheimer & Co
New York
$250K +$2.98K +217 +1%
CIA
22
Capital Investment Advisors
Georgia
$206K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$193K +$5.13K +373 +3%
First Trust Advisors
24
First Trust Advisors
Illinois
$170K -$133K -9,635 -44%
AIG
25
American International Group
New York
$152K -$27.8K -2,022 -16%

MUC Hedge Fund Activity: Q1 2014 in Review

38 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q1 2014, worth a combined $42.2M — up 9.5% from $38.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MUC and 3 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $947K. The largest seller was First Foundation Advisors, exiting entirely with an estimated $638K sold.

  • 38 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q1 2014, down from 44 in Q4 2013.
  • Funds reported $42.2M of BlackRock MuniHoldings California Quality Fund stock for Q1 2014, up 9.5% quarter-over-quarter.
  • 3 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q1 2014 and 9 closed out, a net change of -6 holders.
  • The largest BlackRock MuniHoldings California Quality Fund buyer in Q1 2014 was Morgan Stanley, an estimated $947K added.
  • The largest BlackRock MuniHoldings California Quality Fund seller in Q1 2014 was First Foundation Advisors, an estimated $638K sold.

Based on aggregated 13F filings for Q1 2014.