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BlackRock MuniYield Quality Fund III

105 hedge funds and large institutions have $296M invested in BlackRock MuniYield Quality Fund III in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

27% more capital invested

Capital invested by funds: $233M → $296M (+$63.4M)

3% more funds holding

Funds holding: 102105 (+3)

1.63% more ownership

Funds ownership: 35.78%37.41% (+1.6%)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
29
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.9M +$445K +42,951 +1%
BI
2
Bramshill Investments
Florida
$41.4M +$5.06M +487,952 +16%
KIM
3
Karpus Investment Management
New York
$30.3M -$1.88M -181,047 -6%
RCM
4
Rivernorth Capital Management
Florida
$22.7M -$1.04M -100,000 -5%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$17.8M +$15.9M +1,530,899 New
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$14.9M -$1.7M -163,902 -11%
GC
7
Guggenheim Capital
Illinois
$12M +$716K +69,023 +7%
UBS Group
8
UBS Group
Switzerland
$9.53M -$810K -78,160 -9%
Bank of America
9
Bank of America
North Carolina
$9.33M +$2.44M +235,586 +42%
Wells Fargo
10
Wells Fargo
California
$7.49M -$738K -71,195 -10%
AAM
11
Advisors Asset Management
Colorado
$6.03M -$255K -24,607 -5%
VanEck Associates
12
VanEck Associates
New York
$5.65M +$404K +38,977 +9%
Stifel Financial
13
Stifel Financial
Missouri
$4.99M +$3.16M +304,587 +246%
RCM
14
Robinson Capital Management
Michigan
$4.79M +$2.03M +195,566 +91%
AA
15
AQR Arbitrage
Connecticut
$4.59M -$526K -50,751 -11%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$4.53M
SIA
17
Sit Investment Associates
Minnesota
$4.45M +$1.38M +132,700 +53%
RJA
18
Raymond James & Associates
Florida
$3.38M -$188K -18,092 -6%
CIA
19
Capital Investment Advisors
Georgia
$2.95M -$441K -42,556 -14%
MWM
20
Melfa Wealth Management
Massachusetts
$2.54M +$3.92K +378 +0.2%
COLIM
21
City of London Investment Management
United Kingdom
$2.33M +$664K +64,000 +47%
Allianz Asset Management
22
Allianz Asset Management
Germany
$2.31M
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.28M +$237K +22,849 +13%
Cohen & Steers
24
Cohen & Steers
New York
$2.06M -$458K -44,141 -20%
Invesco
25
Invesco
Georgia
$1.82M +$175K +16,921 +12%

MYI Hedge Fund Activity: Q4 2023 in Review

105 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund III (MYI) for Q4 2023, worth a combined $296M — up 27% from $233M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MYI positions and 15 closed out — a net gain of 6 holders — while 29 added to existing stakes and 34 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $5.06M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $6.48M sold.

  • 105 institutional investors held BlackRock MuniYield Quality Fund III (MYI) as of Q4 2023, up from 102 in Q3 2023.
  • Funds reported $296M of BlackRock MuniYield Quality Fund III stock for Q4 2023, up 27% quarter-over-quarter.
  • 21 funds opened new BlackRock MuniYield Quality Fund III positions in Q4 2023 and 15 closed out, a net change of +6 holders.
  • The largest BlackRock MuniYield Quality Fund III buyer in Q4 2023 was Bramshill Investments, an estimated $5.06M added.
  • The largest BlackRock MuniYield Quality Fund III seller in Q4 2023 was 1607 Capital Partners, an estimated $6.48M sold.

Based on aggregated 13F filings for Q4 2023.