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BlackRock MuniHoldings New Jersey Quality Fund

46 hedge funds and large institutions have $60.3M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

44% more capital invested

Capital invested by funds: $41.9M → $60.3M (+$18.3M)

35% more funds holding

Funds holding: 3446 (+12)

4.74% more ownership

Funds ownership: 10.44%15.19% (+4.7%)

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
20
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$18M
UBS Group
2
UBS Group
Switzerland
$7.2M +$2.4M +185,840 +52%
Bank of America
3
Bank of America
North Carolina
$7.09M +$4.84M +373,900 +229%
Morgan Stanley
4
Morgan Stanley
New York
$6.5M +$2.5M +193,092 +64%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.78M +$1.34M +103,363 +96%
Wells Fargo
6
Wells Fargo
California
$2.46M +$783K +60,508 +48%
SIA
7
Sit Investment Associates
Minnesota
$2.03M -$681K -52,615 -25%
RJA
8
Raymond James & Associates
Florida
$1.57M +$938K +72,534 +156%
LPL Financial
9
LPL Financial
California
$1.57M +$328K +25,345 +27%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.11M +$562K +43,476 +106%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1M +$765K +59,097 +348%
GIA
12
Gladstone Institutional Advisory
Florida
$901K -$23.2K -1,796 -3%
PGFC
13
Peapack-Gladstone Financial Corp
New Jersey
$694K +$347K +26,843 +104%
PPP
14
Private Portfolio Partners
New Jersey
$546K +$217K +16,738 +68%
BRWA
15
B. Riley Wealth Advisors
Florida
$520K +$248K +19,187 +95%
RSWM
16
Robertson Stephens Wealth Management
California
$501K +$490K +37,855 New
TWM
17
TriaGen Wealth Management
California
$471K +$462K +35,705 New
OC
18
Oppenheimer & Co
New York
$422K +$414K +32,035 New
SPIA
19
Steward Partners Investment Advisory
New York
$411K +$270K +20,861 +202%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$369K +$241K +18,659 +185%
NA
21
NewEdge Advisors
Louisiana
$350K +$343K +26,540 New
PAG
22
Private Advisor Group
New Jersey
$323K +$126K +9,762 +66%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$305K +$96.9K +7,493 +48%
MML Investors Services
24
MML Investors Services
Massachusetts
$278K +$273K +21,109 New
PCS
25
Personal CFO Solutions
New Jersey
$267K +$22.4K +1,733 +9%

MUJ Hedge Fund Activity: Q2 2022 in Review

46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings New Jersey Quality Fund (MUJ) for Q2 2022, worth a combined $60.3M — up 44% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MUJ positions and 6 closed out — a net gain of 12 holders — while 20 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $4.84M. The largest seller was Sit Investment Associates, cutting an estimated $681K.

  • 46 institutional investors held BlackRock MuniHoldings New Jersey Quality Fund (MUJ) as of Q2 2022, up from 34 in Q1 2022.
  • Funds reported $60.3M of BlackRock MuniHoldings New Jersey Quality Fund stock for Q2 2022, up 44% quarter-over-quarter.
  • 18 funds opened new BlackRock MuniHoldings New Jersey Quality Fund positions in Q2 2022 and 6 closed out, a net change of +12 holders.
  • The largest BlackRock MuniHoldings New Jersey Quality Fund buyer in Q2 2022 was Bank of America, an estimated $4.84M added.
  • The largest BlackRock MuniHoldings New Jersey Quality Fund seller in Q2 2022 was Sit Investment Associates, an estimated $681K sold.

Based on aggregated 13F filings for Q2 2022.