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BlackRock MuniHoldings New Jersey Quality Fund

65 hedge funds and large institutions have $69.3M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 6365 (+2)

2.31% more ownership

Funds ownership: 20.53%22.83% (+2.3%)

0% more capital invested

Capital invested by funds: $69.1M → $69.3M (+$243K)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$368K +$27.1K +2,486 +7%
BRWA
27
B. Riley Wealth Advisors
Florida
$358K -$46K -4,215 -11%
OC
28
Oppenheimer & Co
New York
$334K -$16.4K -1,500 -4%
PAG
29
Private Advisor Group
New Jersey
$320K -$4.88K -447 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$300K +$72.6K +6,648 +29%
WE
31
Wealth Effects
Massachusetts
$284K +$54.6K +5,000 +22%
LCM
32
Landscape Capital Management
New Jersey
$271K -$157K -14,367 -35%
BCG
33
Breakwater Capital Group
New Jersey
$236K +$255K +23,342 New
MML Investors Services
34
MML Investors Services
Massachusetts
$220K +$65 +6 +0%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$204K -$7.49K -686 -3%
NA
36
NewEdge Advisors
Louisiana
$185K -$57K -5,225 -22%
SQA
37
Simon Quick Advisors
New Jersey
$179K +$193K +17,655 New
SWA
38
Sax Wealth Advisors
New Jersey
$176K
PTC
39
Philadelphia Trust Company
Pennsylvania
$172K
HighTower Advisors
40
HighTower Advisors
Illinois
$166K +$1.81K +166 +1%
FPCP
41
Fort Point Capital Partners
California
$164K +$177K +16,253 New
MNBTD
42
Moody National Bank Trust Division
Texas
$161K +$58.2K +5,336 +50%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$161K -$11K -1,006 -6%
TIA
44
Traphagen Investment Advisors
New Jersey
$160K +$173K +15,857 New
IFG
45
Independent Financial Group
California
$158K +$170K +15,588 New
TWM
46
TriaGen Wealth Management
California
$152K
CPG
47
Cornerstone Planning Group
New Jersey
$137K
STA
48
Summit Trail Advisors
New York
$136K -$29.3K -2,681 -17%
HCM
49
Highlander Capital Management
New Jersey
$130K +$2.18K +200 +2%
GIA
50
Gladstone Institutional Advisory
Florida
$130K -$1.09K -100 -0.8%