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BlackRock MuniHoldings New Jersey Quality Fund
MUJ

38 hedge funds and large institutions have $51.7M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

9% more funds holding

Funds holding: 35 → 38 (+3)

5% more capital invested

Capital invested by funds: $49.2M → $51.7M (+$2.55M)

0.42% more ownership

Funds ownership: 11.93% → 12.35% (+0.42%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.83M
2
SMH
Sanders Morris Harris
Texas
+$825K
3
Bank of America
Bank of America
North Carolina
+$262K
4
SIA
Sit Investment Associates
Minnesota
+$252K
5
ACA
Ackerman Capital Advisors
Texas
+$171K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.31M
2
SCM
Saba Capital Management
New York
-$1.28M
3
GC
Guggenheim Capital
Illinois
-$710K
4
LCM
Landscape Capital Management
New Jersey
-$391K
5
RCM
Robinson Capital Management
Michigan
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$162K -$47.8K -3,465 -23%
SWM
27
SeaCrest Wealth Management
New York
$153K – – –
KeyBank National Association
28
KeyBank National Association
Ohio
$142K – – –
ASN
29
Advisory Services Network
Georgia
$83K +$55.1K +4,000 +208%
LWA
30
Lenox Wealth Advisors
New York
$55K +$54.3K +3,943 New
GI
31
Gradient Investments
Minnesota
$26K +$26K +1,888 New
JWA
32
JFS Wealth Advisors
Pennsylvania
$20K – – –
MRCM
33
M&R Capital Management
New Jersey
$20K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
LA
35
Legacy Advisors
Pennsylvania
$19K – – –
AG
36
Advisor Group
Arizona
$14K – – –
EIP
37
Ellis Investment Partners
Pennsylvania
$8K +$7.95K +577 New
ACA
38
Ackerman Capital Advisors
Texas
$173 +$171K +12,406 New
CRC
39
Curi RMB Capital
Illinois
– -$146K -10,709 Closed
LHC
40
Little House Capital
Massachusetts
– -$116K -8,471 Closed
1
2

MUJ Hedge Fund Activity: Q2 2019 in Review

38 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings New Jersey Quality Fund (MUJ) for Q2 2019, worth a combined $51.7M — up 5.2% from $49.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MUJ positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.83M. The largest seller was Wolverine Asset Management, cutting an estimated $1.31M.

  • 38 institutional investors held BlackRock MuniHoldings New Jersey Quality Fund (MUJ) as of Q2 2019, up from 35 in Q1 2019.
  • Funds reported $51.7M of BlackRock MuniHoldings New Jersey Quality Fund stock for Q2 2019, up 5.2% quarter-over-quarter.
  • 5 funds opened new BlackRock MuniHoldings New Jersey Quality Fund positions in Q2 2019 and 2 closed out, a net change of +3 holders.
  • The largest BlackRock MuniHoldings New Jersey Quality Fund buyer in Q2 2019 was Royal Bank of Canada, an estimated $4.83M added.
  • The largest BlackRock MuniHoldings New Jersey Quality Fund seller in Q2 2019 was Wolverine Asset Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2019.