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BlackRock MuniHoldings New Jersey Quality Fund

70 hedge funds and large institutions have $99.7M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $69.3M → $99.7M (+$30.4M)

8% more funds holding

Funds holding: 6570 (+5)

6.19% more ownership

Funds ownership: 22.83%29.03% (+6.2%)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
18
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$133K +$124K +11,656 New
SQA
52
Simon Quick Advisors
New Jersey
$133K -$64.1K -6,027 -34%
STA
53
Summit Trail Advisors
New York
$125K -$26.6K -2,503 -19%
WAM
54
Weiss Asset Management
Massachusetts
$122K +$114K +10,695 New
MNBTD
55
Moody National Bank Trust Division
Texas
$117K -$60.2K -5,661 -36%
DBIA
56
Dumont & Blake Investment Advisors
New Jersey
$116K
JP Morgan Chase
57
JP Morgan Chase
New York
$89.8K +$83.6K +7,867 New
AA
58
AlphaCentric Advisors
Puerto Rico
$61K +$56.9K +5,350 New
PGAM
59
Princeton Global Asset Management
New Jersey
$51.1K
PS
60
Principal Securities
Iowa
$39.6K +$36.9K +3,471 New
GI
61
Gradient Investments
Minnesota
$31.1K
UB
62
UMB Bank
Missouri
$27.1K -$12.4K -1,163 -33%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$24.3K -$17.3K -1,624 -43%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$22.5K
ASN
65
Advisory Services Network
Georgia
$20K +$18.6K +1,750 New
PWMG
66
Prestige Wealth Management Group
New Jersey
$11.4K
CAM
67
Chesapeake Asset Management
New York
$10.7K
PWMG
68
Private Wealth Management Group
New Jersey
$5.52K +$5.14K +484 New
TFGT
69
TS Financial Group (TSFG)
Illinois
$5K
Fidelity Investments
70
Fidelity Investments
Massachusetts
$11 +$11 +1 New
WAM
71
Wolverine Asset Management
Illinois
-$875K -86,432 Closed
OC
72
Oppenheimer & Co
New York
-$334K -32,975 Closed
FPCP
73
Fort Point Capital Partners
California
-$164K -16,253 Closed
LNWWM
74
Laird Norton Wetherby Wealth Management
California
-$161K -15,876 Closed
TIA
75
Traphagen Investment Advisors
New Jersey
-$160K -15,857 Closed