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BlackRock MuniHoldings California Quality Fund

38 hedge funds and large institutions have $64M invested in BlackRock MuniHoldings California Quality Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

2% more capital invested

Capital invested by funds: $62.8M → $64M (+$1.22M)

0.41% less ownership

Funds ownership: 10.31%9.9% (-0.41%)

10% less funds holding

Funds holding: 4238 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $113K

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
10
Closed
8
Calls
Puts
$113K
Net Calls
-$113K
Net Calls Change
-$113K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.6M -$2.57M -168,750 -15%
Bank of America
2
Bank of America
North Carolina
$8.02M +$995K +65,374 +15%
GC
3
Guggenheim Capital
Illinois
$5.64M +$329K +21,577 +6%
UBS Group
4
UBS Group
Switzerland
$5.15M +$723K +47,511 +17%
Invesco
5
Invesco
Georgia
$4.33M +$32.1K +2,106 +0.8%
JWA
6
JFS Wealth Advisors
Pennsylvania
$4.28M +$160K +10,500 +4%
AAM
7
Advisors Asset Management
Colorado
$4.23M +$630K +41,406 +18%
LPL Financial
8
LPL Financial
California
$4.16M +$120K +7,857 +3%
Wells Fargo
9
Wells Fargo
California
$1.49M -$112K -7,383 -7%
Stifel Financial
10
Stifel Financial
Missouri
$1.48M -$158K -10,384 -10%
KCM
11
Karp Capital Management
California
$1.4M -$264K -17,314 -16%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$907K -$22.8K -1,500 -3%
FFA
13
First Foundation Advisors
California
$887K +$193K +12,706 +29%
HighTower Advisors
14
HighTower Advisors
Illinois
$817K -$80.7K -5,300 -9%
SWP
15
Stratos Wealth Partners
Ohio
$612K +$624 +41 +0.1%
AIG
16
American International Group
New York
$560K -$92K -6,042 -15%
Lido Advisors
17
Lido Advisors
California
$554K +$535K +35,144 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$548K
WMG
19
WESCAP Management Group
California
$530K +$512K +33,650 New
BCA
20
Benchmark Capital Advisors
New York
$484K +$99K +6,500 +27%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$457K -$990 -65 -0.2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$439K +$21.6K +1,422 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$427K -$218K -14,348 -35%
M&T Bank
24
M&T Bank
New York
$274K +$3.53K +232 +1%
IWMPD
25
Integrated Wealth Management (Palm Desert)
California
$258K

MUC Hedge Fund Activity: Q1 2016 in Review

38 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q1 2016, worth a combined $64M — up 1.9% from $62.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MUC and 4 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 16 added.

The largest buyer was Bank of America, adding an estimated $995K. The largest seller was Morgan Stanley, cutting an estimated $2.57M.

  • 38 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q1 2016, down from 42 in Q4 2015.
  • Funds reported $64M of BlackRock MuniHoldings California Quality Fund stock for Q1 2016, up 1.9% quarter-over-quarter.
  • 4 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q1 2016 and 8 closed out, a net change of -4 holders.
  • The largest BlackRock MuniHoldings California Quality Fund buyer in Q1 2016 was Bank of America, an estimated $995K added.
  • The largest BlackRock MuniHoldings California Quality Fund seller in Q1 2016 was Morgan Stanley, an estimated $2.57M sold.

Based on aggregated 13F filings for Q1 2016.