BlackRock MuniHoldings California Quality Fund
43 hedge funds and large institutions have $67.3M invested in BlackRock MuniHoldings California Quality Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 42 → 43 (+1)
3% more capital invested
Capital invested by funds: $65.4M → $67.3M (+$1.92M)
0.44% more ownership
Funds ownership: 9.8% → 10.24% (+0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$970K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$826K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$823K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$411K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$524K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$462K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$199K |
| 4 |
Morgan Stanley
New York
|
-$163K |
| 5 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$119K |
MUC Hedge Fund Activity: Q3 2016 in Review
43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q3 2016, worth a combined $67.3M — up 2.9% from $65.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MUC positions and 3 closed out — a net gain of 1 holder — while 21 added to existing stakes and 9 trimmed.
The largest buyer was UBS Group, adding an estimated $970K. The largest seller was Doliver Advisors, exiting entirely with an estimated $524K sold.
- 43 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q3 2016, up from 42 in Q2 2016.
- Funds reported $67.3M of BlackRock MuniHoldings California Quality Fund stock for Q3 2016, up 2.9% quarter-over-quarter.
- 4 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q3 2016 and 3 closed out, a net change of +1 holder.
- The largest BlackRock MuniHoldings California Quality Fund buyer in Q3 2016 was UBS Group, an estimated $970K added.
- The largest BlackRock MuniHoldings California Quality Fund seller in Q3 2016 was Doliver Advisors, an estimated $524K sold.
Based on aggregated 13F filings for Q3 2016.