We are live on ! Find out more
MUJ icon

BlackRock MuniHoldings New Jersey Quality Fund

63 hedge funds and large institutions have $65.3M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $59.8M → $65.3M (+$5.58M)

3% more funds holding

Funds holding: 6163 (+2)

1.33% more ownership

Funds ownership: 18.02%19.35% (+1.3%)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$553K
MWM
27
Melfa Wealth Management
Massachusetts
$467K -$2.85K -249 -0.6%
BRWA
28
B. Riley Wealth Advisors
Florida
$461K
OC
29
Oppenheimer & Co
New York
$409K +$11.4K +1,000 +3%
PAG
30
Private Advisor Group
New Jersey
$366K -$5.34K -467 -1%
SPIA
31
Steward Partners Investment Advisory
New York
$355K +$47.2K +4,134 +15%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$298K -$94.1K -8,233 -24%
Osaic Holdings
33
Osaic Holdings
Arizona
$276K +$354 +31 +0.1%
WE
34
Wealth Effects
Massachusetts
$264K +$17.1K +1,500 +7%
NA
35
NewEdge Advisors
Louisiana
$262K +$14.9K +1,300 +6%
GFA
36
Gallagher Fiduciary Advisors
Illinois
$254K +$254K +22,199 New
MML Investors Services
37
MML Investors Services
Massachusetts
$248K +$46 +4 +0%
HighTower Advisors
38
HighTower Advisors
Illinois
$218K +$1.34K +117 +0.6%
SWA
39
Sax Wealth Advisors
New Jersey
$199K
PTC
40
Philadelphia Trust Company
Pennsylvania
$194K
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$189K +$40.2K +3,520 +27%
LNWWM
42
Laird Norton Wetherby Wealth Management
California
$182K -$480 -42 -0.3%
RIG
43
Ramiah Investment Group
Wisconsin
$162K +$10.7K +932 +7%
HCM
44
Highlander Capital Management
New Jersey
$144K +$11.3K +990 +9%
IFG
45
Independent Financial Group
California
$140K +$140K +12,249 New
RWB
46
RMR Wealth Builders
New Jersey
$130K +$130K +11,341 New
DBIA
47
Dumont & Blake Investment Advisors
New Jersey
$129K +$129K +11,265 New
CAN
48
Cetera Advisor Networks
California
$126K
Nomura Holdings
49
Nomura Holdings
Japan
$115K +$114K +10,000 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$97.8K -$9.51K -832 -9%