We are live on ! Find out more
MUJ icon

BlackRock MuniHoldings New Jersey Quality Fund
MUJ

35 hedge funds and large institutions have $54.3M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $52.5M → $54.3M (+$1.77M)

0.36% less ownership

Funds ownership: 12.82% → 12.46% (-0.36%)

5% less funds holding

Funds holding: 37 → 35 (-2)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$787K
2
Morgan Stanley
Morgan Stanley
New York
+$309K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$190K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$125K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$84.3K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$710K
2
MSL
Mackay Shields LLC
New York
-$692K
3
CRC
Curi RMB Capital
Illinois
-$615K
4
RWB
RMR Wealth Builders
New Jersey
-$285K
5
WAM
Wolverine Asset Management
Illinois
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$113K – – –
IAIM
27
International Assets Investment Management
Florida
$72K +$70K +5,000 New
ASN
28
Advisory Services Network
Georgia
$58K – – –
EWM
29
Edge Wealth Management
New York
$51K -$79.5K -5,675 -62%
GI
30
Gradient Investments
Minnesota
$26K – – –
MRCM
31
M&R Capital Management
New Jersey
$21K – – –
MCM
32
MV Capital Management
Maryland
$21K – – –
JWA
33
JFS Wealth Advisors
Pennsylvania
$15K – – –
Citigroup
34
Citigroup
New York
$10K +$10.1K +720 New
VFA
35
Valeo Financial Advisors
Indiana
$1K +$1.4K +100 New
RWB
36
RMR Wealth Builders
New Jersey
– -$285K -20,989 Closed
WAM
37
Wolverine Asset Management
Illinois
– -$198K -14,587 Closed
AAS
38
Avantax Advisory Services
Texas
– -$194K -14,219 Closed
SWM
39
SeaCrest Wealth Management
New York
– -$149K -10,959 Closed
EIP
40
Ellis Investment Partners
Pennsylvania
– -$8K -610 Closed
PAM
41
Panagora Asset Management
Massachusetts
– -$3K -256 Closed
1
2

MUJ Hedge Fund Activity: Q4 2020 in Review

35 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings New Jersey Quality Fund (MUJ) for Q4 2020, worth a combined $54.3M — up 3.4% from $52.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MUJ and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was UBS Group, adding an estimated $787K. The largest seller was Sit Investment Associates, cutting an estimated $710K.

  • 35 institutional investors held BlackRock MuniHoldings New Jersey Quality Fund (MUJ) as of Q4 2020, down from 37 in Q3 2020.
  • Funds reported $54.3M of BlackRock MuniHoldings New Jersey Quality Fund stock for Q4 2020, up 3.4% quarter-over-quarter.
  • 4 funds opened new BlackRock MuniHoldings New Jersey Quality Fund positions in Q4 2020 and 6 closed out, a net change of -2 holders.
  • The largest BlackRock MuniHoldings New Jersey Quality Fund buyer in Q4 2020 was UBS Group, an estimated $787K added.
  • The largest BlackRock MuniHoldings New Jersey Quality Fund seller in Q4 2020 was Sit Investment Associates, an estimated $710K sold.

Based on aggregated 13F filings for Q4 2020.