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BlackRock MuniYield Quality Fund III

97 hedge funds and large institutions have $275M invested in BlackRock MuniYield Quality Fund III in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

0% more capital invested

Capital invested by funds: $273M → $275M (+$1.16M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 35.83%35.57% (-0.26%)

8% less funds holding

Funds holding: 10697 (-9)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
97
Holders Change
-9
Holders Change %
-8.49%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
34
Reduced
29
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.1M -$1.99M -178,153 -3%
KIM
2
Karpus Investment Management
New York
$34.4M +$330K +29,539 +1%
BI
3
Bramshill Investments
Florida
$30.2M +$899K +80,455 +3%
RCM
4
Rivernorth Capital Management
Florida
$22.8M +$420K +37,591 +2%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15M +$1.66M +148,224 +13%
UBS Group
6
UBS Group
Switzerland
$13.2M -$686K -61,380 -5%
Wells Fargo
7
Wells Fargo
California
$8.99M +$250K +22,372 +3%
GC
8
Guggenheim Capital
Illinois
$8.82M +$851K +76,222 +11%
1CP
9
1607 Capital Partners
Virginia
$7.72M -$566K -50,687 -7%
Bank of America
10
Bank of America
North Carolina
$6.69M +$101K +9,055 +2%
AAM
11
Advisors Asset Management
Colorado
$5.73M +$570K +51,011 +11%
VanEck Associates
12
VanEck Associates
New York
$5.05M +$731K +65,426 +17%
SIA
13
Sit Investment Associates
Minnesota
$3.89M
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$3.71M +$3.65M +327,093 New
RJA
15
Raymond James & Associates
Florida
$3.45M -$17.9K -1,603 -0.5%
RCM
16
Robinson Capital Management
Michigan
$3.23M -$266K -23,846 -7%
Cohen & Steers
17
Cohen & Steers
New York
$2.7M +$445K +39,857 +20%
MWM
18
Melfa Wealth Management
Massachusetts
$2.55M +$6.75K +604 +0.3%
SPIA
19
Steward Partners Investment Advisory
New York
$2.52M +$101K +9,028 +4%
Allianz Asset Management
20
Allianz Asset Management
Germany
$2.25M
TW
21
TrinityPoint Wealth
Connecticut
$2.2M +$22.6K +2,019 +1%
COLIM
22
City of London Investment Management
United Kingdom
$2.15M -$945K -84,592 -31%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.11M +$116K +10,406 +6%
AA
24
AQR Arbitrage
Connecticut
$1.68M +$409K +36,585 +33%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.49M

MYI Hedge Fund Activity: Q1 2023 in Review

97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund III (MYI) for Q1 2023, worth a combined $275M — up 0.43% from $273M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MYI and 9 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 34 added.

The largest buyer was Allspring Global Investments, opening a new position worth an estimated $3.65M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $3.16M sold.

  • 97 institutional investors held BlackRock MuniYield Quality Fund III (MYI) as of Q1 2023, down from 106 in Q4 2022.
  • Funds reported $275M of BlackRock MuniYield Quality Fund III stock for Q1 2023, up 0.43% quarter-over-quarter.
  • 9 funds opened new BlackRock MuniYield Quality Fund III positions in Q1 2023 and 17 closed out, a net change of -8 holders.
  • The largest BlackRock MuniYield Quality Fund III buyer in Q1 2023 was Allspring Global Investments, an estimated $3.65M added.
  • The largest BlackRock MuniYield Quality Fund III seller in Q1 2023 was Capital Investment Advisors, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2023.