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BlackRock MuniHoldings New Jersey Quality Fund

36 hedge funds and large institutions have $55.6M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

16% more funds holding

Funds holding: 3136 (+5)

6% more capital invested

Capital invested by funds: $52.3M → $55.6M (+$3.38M)

0.64% more ownership

Funds ownership: 13.14%13.78% (+0.64%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$14.8M +$2.64M +205,749 +23%
SIA
2
Sit Investment Associates
Minnesota
$10.2M +$1.81M +140,793 +23%
UBS Group
3
UBS Group
Switzerland
$3.87M -$92.1K -7,169 -2%
Morgan Stanley
4
Morgan Stanley
New York
$3.35M -$71.1K -5,538 -2%
SCM
5
Saba Capital Management
New York
$3.06M -$4.44M -345,496 -60%
CRC
6
Curi RMB Capital
Illinois
$2.95M +$2.83M +220,054 New
RCM
7
Robinson Capital Management
Michigan
$2.16M +$603K +46,985 +41%
Bank of America
8
Bank of America
North Carolina
$2.05M -$150K -11,676 -7%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.81M +$1.73M +134,992 New
Wells Fargo
10
Wells Fargo
California
$1.49M -$23.8K -1,852 -2%
LWM
11
Laidlaw Wealth Management
New York
$1.47M +$22.7K +1,771 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.12M -$90.8K -7,071 -8%
GIA
13
Gladstone Institutional Advisory
Florida
$1.08M -$6.64K -517 -0.6%
LPL Financial
14
LPL Financial
California
$1.05M +$1.21K +94 +0.1%
ACA
15
Ackerman Capital Advisors
Texas
$807K +$774K +60,250 New
RJA
16
Raymond James & Associates
Florida
$636K +$173K +13,500 +40%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$552K -$40.3K -3,135 -7%
WAM
18
Wolverine Asset Management
Illinois
$542K +$520K +40,533 New
EWM
19
Edge Wealth Management
New York
$412K -$112K -8,700 -22%
PGFC
20
Peapack-Gladstone Financial Corp
New Jersey
$345K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$331K +$141K +10,943 +79%
KIM
22
Karpus Investment Management
New York
$280K
PTC
23
Philadelphia Trust Company
Pennsylvania
$227K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$195K +$21.2K +1,650 +13%
Osaic Holdings
25
Osaic Holdings
Arizona
$173K -$16.4K -1,275 -9%