We are live on ! Find out more
MUJ icon

BlackRock MuniHoldings New Jersey Quality Fund

61 hedge funds and large institutions have $59.8M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

30% more funds holding

Funds holding: 4761 (+14)

19% more capital invested

Capital invested by funds: $50.1M → $59.8M (+$9.66M)

3.84% more ownership

Funds ownership: 14.18%18.02% (+3.8%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
61
Holders Change
+14
Holders Change %
+29.79%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
13
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$535K -$48.8K -4,300 -8%
AA
27
AQR Arbitrage
Connecticut
$456K +$467K +41,156 New
MWM
28
Melfa Wealth Management
Massachusetts
$454K +$466K +41,018 New
BRWA
29
B. Riley Wealth Advisors
Florida
$445K +$8.41K +741 +2%
SM
30
SG3 Management
Puerto Rico
$443K +$454K +40,000 New
OC
31
Oppenheimer & Co
New York
$384K +$30.5K +2,690 +8%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$379K +$63.4K +5,585 +19%
VF
33
Virtu Financial
New York
$303K +$30.4K +2,675 +11%
SPIA
34
Steward Partners Investment Advisory
New York
$298K -$18.2K -1,606 -6%
Osaic Holdings
35
Osaic Holdings
Arizona
$266K +$29.5K +2,603 +12%
NA
36
NewEdge Advisors
Louisiana
$246K -$59.4K -5,234 -19%
STA
37
Summit Trail Advisors
New York
$246K +$252K +22,178 New
MML Investors Services
38
MML Investors Services
Massachusetts
$240K +$114 +10 +0%
WE
39
Wealth Effects
Massachusetts
$239K +$17K +1,500 +7%
HighTower Advisors
40
HighTower Advisors
Illinois
$210K -$21.6K -1,903 -9%
SWA
41
Sax Wealth Advisors
New Jersey
$192K
PTC
42
Philadelphia Trust Company
Pennsylvania
$188K
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$176K +$181K +15,938 New
CPG
44
Cornerstone Planning Group
New Jersey
$158K +$154K +13,574 New
SQA
45
Simon Quick Advisors
New Jersey
$153K +$157K +13,849 New
RIG
46
Ramiah Investment Group
Wisconsin
$146K +$150K +13,194 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$143K +$147K +12,944 New
F
48
F3Logic
Minnesota
$136K -$20.2K -1,781 -13%
GBS
49
Gallagher Benefit Services
Illinois
$136K +$139K +12,268 New
HCM
50
Highlander Capital Management
New Jersey
$129K