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BlackRock MuniHoldings New Jersey Quality Fund

40 hedge funds and large institutions have $33.8M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

25% more funds holding

Funds holding: 3240 (+8)

18% more capital invested

Capital invested by funds: $28.7M → $33.8M (+$5.13M)

1.23% more ownership

Funds ownership: 6.52%7.75% (+1.2%)

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.29M -$52.2K -3,627 -1%
UBS Group
2
UBS Group
Switzerland
$5.07M +$621K +43,137 +14%
Morgan Stanley
3
Morgan Stanley
New York
$3.94M +$137K +9,498 +4%
LCM
4
Laurion Capital Management
New York
$3.5M +$2.5M +173,393 +252%
AAM
5
Advisors Asset Management
Colorado
$2.63M -$108K -7,506 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.17M +$7.01K +487 +0.3%
MSL
7
Mackay Shields LLC
New York
$1.92M
Wells Fargo
8
Wells Fargo
California
$1.34M +$546K +37,939 +70%
Bank of America
9
Bank of America
North Carolina
$1.01M +$98.1K +6,808 +11%
LPL Financial
10
LPL Financial
California
$850K +$18.6K +1,290 +2%
SIA
11
Sit Investment Associates
Minnesota
$780K +$166K +11,550 +27%
EWM
12
Edge Wealth Management
New York
$580K +$35.6K +2,473 +7%
RJA
13
Raymond James & Associates
Florida
$464K -$33.8K -2,350 -7%
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$415K
RC
15
RegentAtlantic Capital
New Jersey
$404K +$13.7K +950 +4%
SLA
16
Silver Lake Advisory
Utah
$326K +$4.55K +316 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$247K +$3.92K +272 +2%
CRC
18
Curi RMB Capital
Illinois
$247K +$73.2K +5,080 +42%
PTC
19
Philadelphia Trust Company
Pennsylvania
$245K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$242K +$241K +16,741 New
BIAS
21
Beacon Investment Advisory Services
New Jersey
$215K
TU
22
TDAM USA
Ontario, Canada
$211K +$210K +14,600 New
DA
23
Doliver Advisors
Texas
$206K +$205K +14,261 New
SWM
24
SeaCrest Wealth Management
New York
$192K +$191K +13,235 New
PAG
25
Private Advisor Group
New Jersey
$168K +$7.71K +535 +5%