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BlackRock MuniHoldings New Jersey Quality Fund

61 hedge funds and large institutions have $85.2M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

1% less capital invested

Capital invested by funds: $85.8M → $85.2M (-$653K)

0.76% less ownership

Funds ownership: 14.16%13.41% (-0.76%)

9% less funds holding

Funds holding: 6761 (-6)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$467K +$111K +9,381 +32%
SIA
27
Sit Investment Associates
Minnesota
$451K
BRWA
28
B. Riley Wealth Advisors
Florida
$447K -$9.25K -785 -2%
PVI
29
Pine Valley Investments
New Jersey
$327K +$16.5K +1,400 +5%
EAM
30
Everstar Asset Management
North Carolina
$326K +$317K +26,900 New
LSC
31
Logan Stone Capital
Illinois
$303K +$13K +1,106 +5%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$291K +$27.5K +2,335 +11%
AAS
33
Avantax Advisory Services
Texas
$271K +$26.1K +2,217 +11%
NA
34
NewEdge Advisors
Louisiana
$258K -$202K -17,137 -45%
PAG
35
Private Advisor Group
New Jersey
$241K +$51.3K +4,353 +28%
MML Investors Services
36
MML Investors Services
Massachusetts
$237K
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$227K +$3.64K +309 +2%
PI
38
PFG Investments
New York
$216K
Millennium Management
39
Millennium Management
New York
$214K +$208K +17,638 New
Osaic Holdings
40
Osaic Holdings
Arizona
$214K -$130K -10,999 -38%
SWA
41
Sax Wealth Advisors
New Jersey
$210K
PTC
42
Philadelphia Trust Company
Pennsylvania
$206K
RIA
43
Regal Investment Advisors
Michigan
$187K +$52.5K +4,452 +41%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$181K +$153K +12,982 +659%
HighTower Advisors
45
HighTower Advisors
Illinois
$161K -$40.6K -3,449 -21%
GIA
46
Gladstone Institutional Advisory
Florida
$153K -$4.71K -400 -3%
BBHC
47
Brown Brothers Harriman & Co
New York
$145K
KPWS
48
Kestra Private Wealth Services
Texas
$137K +$133K +11,256 New
WE
49
Wealth Effects
Massachusetts
$137K -$153K -13,026 -54%
CLA
50
Carnegie Lake Advisors
New Jersey
$131K +$127K +10,814 New