We are live on ! Find out more
MYI icon

BlackRock MuniYield Quality Fund III

106 hedge funds and large institutions have $247M invested in BlackRock MuniYield Quality Fund III in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 105106 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.82% less ownership

Funds ownership: 37.41%31.59% (-5.8%)

17% less capital invested

Capital invested by funds: $296M → $247M (-$49.6M)

45% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 40

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
22
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$35.5M -$5.29M -465,487 -13%
Morgan Stanley
2
Morgan Stanley
New York
$23.9M -$20.2M -1,775,656 -46%
RCM
3
Rivernorth Capital Management
Florida
$22.3M -$16.4K -1,442 -0.1%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$15.2M -$2.31M -203,507 -13%
GC
5
Guggenheim Capital
Illinois
$13.8M +$1.97M +172,798 +17%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$12.9M -$1.76M -154,721 -12%
KIM
7
Karpus Investment Management
New York
$12.9M -$16.9M -1,485,056 -57%
Bank of America
8
Bank of America
North Carolina
$12.4M +$3.16M +277,978 +35%
UBS Group
9
UBS Group
Switzerland
$8.86M -$524K -46,102 -6%
Wells Fargo
10
Wells Fargo
California
$6.72M -$647K -56,886 -9%
AAM
11
Advisors Asset Management
Colorado
$5.81M -$123K -10,797 -2%
Allianz Asset Management
12
Allianz Asset Management
Germany
$5.63M +$3.33M +292,400 +147%
Stifel Financial
13
Stifel Financial
Missouri
$4.91M +$3.23K +284 +0.1%
VanEck Associates
14
VanEck Associates
New York
$4.78M -$771K -67,789 -14%
RJA
15
Raymond James & Associates
Florida
$4.51M +$1.17M +102,598 +35%
COLIM
16
City of London Investment Management
United Kingdom
$4.16M +$1.85M +162,646 +81%
SIA
17
Sit Investment Associates
Minnesota
$3.94M -$431K -37,862 -10%
PCM
18
Penserra Capital Management
California
$3.56M +$3.53M +310,489 New
CIA
19
Capital Investment Advisors
Georgia
$3.1M +$197K +17,310 +7%
MWM
20
Melfa Wealth Management
Massachusetts
$2.71M +$206K +18,144 +8%
AA
21
AQR Arbitrage
Connecticut
$2.43M -$2.07M -182,250 -46%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.29M +$47.2K +4,151 +2%
Cohen & Steers
23
Cohen & Steers
New York
$2.03M
Invesco
24
Invesco
Georgia
$1.86M +$60.3K +5,302 +3%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$1.84M -$2.6M -228,755 -59%

MYI Hedge Fund Activity: Q1 2024 in Review

106 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund III (MYI) for Q1 2024, worth a combined $247M — down 17% from $296M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MYI positions and 14 closed out — a net gain of 2 holders — while 22 added to existing stakes and 40 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $3.53M. The largest seller was Morgan Stanley, cutting an estimated $20.2M.

  • 106 institutional investors held BlackRock MuniYield Quality Fund III (MYI) as of Q1 2024, up from 105 in Q4 2023.
  • Funds reported $247M of BlackRock MuniYield Quality Fund III stock for Q1 2024, down 17% quarter-over-quarter.
  • 16 funds opened new BlackRock MuniYield Quality Fund III positions in Q1 2024 and 14 closed out, a net change of +2 holders.
  • The largest BlackRock MuniYield Quality Fund III buyer in Q1 2024 was Penserra Capital Management, an estimated $3.53M added.
  • The largest BlackRock MuniYield Quality Fund III seller in Q1 2024 was Morgan Stanley, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2024.