We are live on ! Find out more
MUC icon

BlackRock MuniHoldings California Quality Fund

36 hedge funds and large institutions have $54.3M invested in BlackRock MuniHoldings California Quality Fund in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 9.81%9.46% (-0.35%)

8% less capital invested

Capital invested by funds: $59M → $54.3M (-$4.68M)

14% less funds holding

Funds holding: 4236 (-6)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
15
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.8M -$1.12M -77,578 -7%
Bank of America
2
Bank of America
North Carolina
$7.65M +$2.12M +146,689 +37%
JWA
3
JFS Wealth Advisors
Pennsylvania
$5.74M +$43.3K +2,990 +0.7%
GC
4
Guggenheim Capital
Illinois
$3.93M -$310K -21,424 -7%
Invesco
5
Invesco
Georgia
$3.71M +$386K +26,619 +11%
UBS Group
6
UBS Group
Switzerland
$2.64M +$298K +20,545 +12%
AAM
7
Advisors Asset Management
Colorado
$2.61M -$107K -7,401 -4%
MSL
8
Mackay Shields LLC
New York
$2.59M -$757K -52,283 -22%
LPL Financial
9
LPL Financial
California
$1.57M +$35.6K +2,457 +2%
Stifel Financial
10
Stifel Financial
Missouri
$1.33M +$49K +3,384 +4%
KCM
11
Karp Capital Management
California
$1.24M +$80.5K +5,559 +7%
Wells Fargo
12
Wells Fargo
California
$1.21M +$137K +9,426 +12%
LCM
13
Landscape Capital Management
New Jersey
$609K +$475K +32,830 +308%
AIG
14
American International Group
New York
$569K +$98.7K +6,814 +20%
DA
15
Doliver Advisors
Texas
$543K +$562K +38,798 New
SWP
16
Stratos Wealth Partners
Ohio
$539K +$1.74K +120 +0.3%
FFA
17
First Foundation Advisors
California
$411K -$85.5K -5,900 -17%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$377K -$88K -6,075 -18%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$359K +$8.5K +587 +2%
BCA
20
Benchmark Capital Advisors
New York
$280K
M&T Bank
21
M&T Bank
New York
$233K +$4.4K +304 +2%
IWMPD
22
Integrated Wealth Management (Palm Desert)
California
$229K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$209K +$1.11K +77 +0.5%
CIA
24
Capital Investment Advisors
Georgia
$207K
OC
25
Oppenheimer & Co
New York
$205K -$10.2K -702 -5%

MUC Hedge Fund Activity: Q2 2015 in Review

36 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q2 2015, worth a combined $54.3M — down 7.9% from $59M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MUC and 2 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 15 added.

The largest buyer was Bank of America, adding an estimated $2.12M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.78M sold.

  • 36 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q2 2015, down from 42 in Q1 2015.
  • Funds reported $54.3M of BlackRock MuniHoldings California Quality Fund stock for Q2 2015, down 7.9% quarter-over-quarter.
  • 2 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q2 2015 and 8 closed out, a net change of -6 holders.
  • The largest BlackRock MuniHoldings California Quality Fund buyer in Q2 2015 was Bank of America, an estimated $2.12M added.
  • The largest BlackRock MuniHoldings California Quality Fund seller in Q2 2015 was Goldman Sachs, an estimated $1.78M sold.

Based on aggregated 13F filings for Q2 2015.