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BlackRock MuniHoldings New Jersey Quality Fund

69 hedge funds and large institutions have $92.8M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 7069 (-1)

2.47% less ownership

Funds ownership: 29.03%26.56% (-2.5%)

7% less capital invested

Capital invested by funds: $99.7M → $92.8M (-$6.96M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$564K +$2.33K +203 +0.4%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$562K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$543K -$13.5K -1,178 -2%
LCM
29
Landscape Capital Management
New Jersey
$485K -$575K -50,051 -55%
NA
30
NewEdge Advisors
Louisiana
$378K +$210K +18,229 +128%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$372K -$95.2K -8,279 -23%
BRWA
32
B. Riley Wealth Advisors
Florida
$358K +$241 +21 +0.1%
SPIA
33
Steward Partners Investment Advisory
New York
$302K -$50.4K -4,387 -14%
PVI
34
Pine Valley Investments
New Jersey
$291K +$27.6K +2,400 +11%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$275K +$122K +10,594 +81%
MML Investors Services
36
MML Investors Services
Massachusetts
$245K
WE
37
Wealth Effects
Massachusetts
$231K -$83.6K -7,274 -27%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$227K +$225K +19,543 New
PAG
39
Private Advisor Group
New Jersey
$226K -$21.8K -1,899 -9%
PI
40
PFG Investments
New York
$207K +$204K +17,773 New
CAN
41
Cetera Advisor Networks
California
$206K +$2.13K +185 +1%
Osaic Holdings
42
Osaic Holdings
Arizona
$205K
SWA
43
Sax Wealth Advisors
New Jersey
$202K
PTC
44
Philadelphia Trust Company
Pennsylvania
$197K
HighTower Advisors
45
HighTower Advisors
Illinois
$192K +$1.64K +143 +0.9%
FPCP
46
Fort Point Capital Partners
California
$187K +$185K +16,089 New
IFG
47
Independent Financial Group
California
$178K -$35.3K -3,072 -17%
Nomura Holdings
48
Nomura Holdings
Japan
$158K +$11.8K +1,025 +8%
SQA
49
Simon Quick Advisors
New Jersey
$153K +$17.2K +1,497 +13%
TWM
50
TriaGen Wealth Management
California
$151K