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BlackRock MuniHoldings New Jersey Quality Fund
MUJ

47 hedge funds and large institutions have $50.1M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 46 → 47 (+1)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

1.01% less ownership

Funds ownership: 15.19% → 14.18% (-1%)

17% less capital invested

Capital invested by funds: $60.3M → $50.1M (-$10.2M)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
Virtu Financial
New York
+$323K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$294K
3
GC
Guggenheim Capital
Illinois
+$276K
4
SWA
Sax Wealth Advisors
New Jersey
+$226K
5
TWM
TriaGen Wealth Management
California
+$196K

Top Sellers

1
MSL
Mackay Shields LLC
New York
-$2.03M
2
Bank of America
Bank of America
North Carolina
-$965K
3
SIA
Sit Investment Associates
Minnesota
-$810K
4
UBS Group
UBS Group
Switzerland
-$750K
5
PCS
Personal CFO Solutions
New Jersey
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$252K +$28.3K +2,168 +11%
GC
27
Guggenheim Capital
Illinois
$249K +$276K +21,193 New
HighTower Advisors
28
HighTower Advisors
Illinois
$245K +$70.6K +5,412 +35%
WE
29
Wealth Effects
Massachusetts
$236K – – –
SWA
30
Sax Wealth Advisors
New Jersey
$204K +$226K +17,342 New
PTC
31
Philadelphia Trust Company
Pennsylvania
$199K – – –
F
32
F3Logic
Minnesota
$164K +$183K +14,049 New
IFG
33
Independent Financial Group
California
$144K +$14.7K +1,126 +10%
DBIA
34
Dumont & Blake Investment Advisors
New Jersey
$144K – – –
HCM
35
Highlander Capital Management
New Jersey
$136K – – –
BRC
36
Bell Rock Capital
Delaware
$131K +$145K +11,120 New
CAN
37
Cetera Advisor Networks
California
$129K – – –
Ameriprise
38
Ameriprise
Minnesota
$123K -$9.09K -697 -6%
CSPAM
39
Cary Street Partners Asset Management
Virginia
$66K +$73.1K +5,605 New
GI
40
Gradient Investments
Minnesota
$32K – – –
MRCM
41
M&R Capital Management
New Jersey
$17K – – –
PWMG
42
Prestige Wealth Management Group
New Jersey
$12K – – –
APA
43
American Portfolios Advisors
New York
$11.7K – – –
JWA
44
JFS Wealth Advisors
Pennsylvania
$8K -$4.15K -318 -31%
TFGT
45
TS Financial Group (TSFG)
Illinois
$5K – – –
FIA
46
FNY Investment Advisers
New York
$3K – – –
PCS
47
Personal CFO Solutions
New Jersey
– -$267K -20,234 Closed
BOPW
48
Brandywine Oak Private Wealth
Pennsylvania
– -$195K -14,809 Closed
SWM
49
SeaCrest Wealth Management
New York
– -$191K -14,444 Closed
GA
50
Gateway Advisory
New Jersey
– -$159K -12,090 Closed
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