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BlackRock MuniHoldings New Jersey Quality Fund
MUJ

33 hedge funds and large institutions have $48.9M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

1.54% less ownership

Funds ownership: 12.46% → 10.92% (-1.5%)

6% less funds holding

Funds holding: 35 → 33 (-2)

10% less capital invested

Capital invested by funds: $54.3M → $48.9M (-$5.41M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$864K
2
UBS Group
UBS Group
Switzerland
+$328K
3
Wells Fargo
Wells Fargo
California
+$180K
4
BRWA
B. Riley Wealth Advisors
Florida
+$148K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$125K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$2.86M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.08M
3
CRC
Curi RMB Capital
Illinois
-$1.44M
4
LWM
Laidlaw Wealth Management
New York
-$845K
5
TCA
Transcend Capital Advisors
New Jersey
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
26
M&R Capital Management
New Jersey
$22K – – –
MCM
27
MV Capital Management
Maryland
$21K – – –
JWA
28
JFS Wealth Advisors
Pennsylvania
$15K – – –
Citigroup
29
Citigroup
New York
$11K +$102 +7 +1%
SW
30
SVB Wealth
Massachusetts
$7K +$7.32K +500 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$4K -$2.08M -142,353 -100%
VFA
32
Valeo Financial Advisors
Indiana
$1K – – –
CRC
33
Curi RMB Capital
Illinois
– -$1.44M -99,681 Closed
TCA
34
Transcend Capital Advisors
New Jersey
– -$391K -27,070 Closed
SMH
35
Sanders Morris Harris
Texas
– -$370K -25,730 Closed
KIM
36
Karpus Investment Management
New York
– -$227K -15,677 Closed
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
– -$196K -13,553 Closed
ASN
38
Advisory Services Network
Georgia
– -$58K -4,000 Closed
PAM
39
Panagora Asset Management
Massachusetts
– +$483 +33 New
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