We are live on ! Find out more
MUC icon

BlackRock MuniHoldings California Quality Fund

62 hedge funds and large institutions have $96.4M invested in BlackRock MuniHoldings California Quality Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 6162 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

0.21% less ownership

Funds ownership: 18.68%18.47% (-0.21%)

5% less capital invested

Capital invested by funds: $101M → $96.4M (-$4.86M)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
20
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.2M +$1.38M +102,348 +9%
KIM
2
Karpus Investment Management
New York
$12.8M +$103K +7,646 +0.8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.76M +$5.78M +429,526 +309%
GC
4
Guggenheim Capital
Illinois
$5.73M -$327K -24,299 -5%
Wells Fargo
5
Wells Fargo
California
$4.08M +$347K +25,791 +9%
RCM
6
Robinson Capital Management
Michigan
$3.97M +$3.9M +289,745 New
Bank of America
7
Bank of America
North Carolina
$3.91M +$323K +23,984 +9%
AC
8
Almitas Capital
California
$3.49M -$8.6M -639,624 -71%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$3.35M -$2.21M -164,437 -40%
FFA
10
First Foundation Advisors
California
$3.07M -$14.7K -1,090 -0.5%
MIG
11
Mariner Investment Group
New York
$2.58M
SIA
12
Sit Investment Associates
Minnesota
$2.47M -$13.4K -1,000 -0.5%
JWA
13
JFS Wealth Advisors
Pennsylvania
$2.35M +$303K +22,500 +15%
UBS Group
14
UBS Group
Switzerland
$2.13M +$134K +9,940 +7%
WAM
15
Wolverine Asset Management
Illinois
$2.02M -$799K -59,377 -29%
LCM
16
Landscape Capital Management
New Jersey
$1.76M +$288K +21,430 +20%
AAM
17
Advisors Asset Management
Colorado
$1.67M -$67.6K -5,023 -4%
Invesco
18
Invesco
Georgia
$1.63M -$151K -11,205 -9%
Stifel Financial
19
Stifel Financial
Missouri
$1.59M -$59.9K -4,451 -4%
AG
20
Advisor Group
Arizona
$1.56M +$32.5K +2,418 +2%
KCM
21
Karp Capital Management
California
$1.07M +$23.4K +1,737 +2%
DWM
22
Dakota Wealth Management
Florida
$664K -$32.1K -2,389 -5%
COLIM
23
City of London Investment Management
United Kingdom
$636K
SWP
24
Stratos Wealth Partners
Ohio
$610K -$18.7K -1,389 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$586K +$44.6K +3,317 +8%

MUC Hedge Fund Activity: Q2 2019 in Review

62 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings California Quality Fund (MUC) for Q2 2019, worth a combined $96.4M — down 4.8% from $101M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MUC positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.78M. The largest seller was Almitas Capital, cutting an estimated $8.6M.

  • 62 institutional investors held BlackRock MuniHoldings California Quality Fund (MUC) as of Q2 2019, up from 61 in Q1 2019.
  • Funds reported $96.4M of BlackRock MuniHoldings California Quality Fund stock for Q2 2019, down 4.8% quarter-over-quarter.
  • 6 funds opened new BlackRock MuniHoldings California Quality Fund positions in Q2 2019 and 5 closed out, a net change of +1 holder.
  • The largest BlackRock MuniHoldings California Quality Fund buyer in Q2 2019 was Royal Bank of Canada, an estimated $5.78M added.
  • The largest BlackRock MuniHoldings California Quality Fund seller in Q2 2019 was Almitas Capital, an estimated $8.6M sold.

Based on aggregated 13F filings for Q2 2019.