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BlackRock MuniYield Quality Fund III

100 hedge funds and large institutions have $222M invested in BlackRock MuniYield Quality Fund III in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

1% less capital invested

Capital invested by funds: $223M → $222M (-$1.48M)

2.14% less ownership

Funds ownership: 30.02%27.88% (-2.1%)

7% less funds holding

Funds holding: 108100 (-8)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
-8
Holders Change %
-7.41%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
31
Reduced
20
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.2M +$2.74M +237,166 +10%
RCM
2
Rivernorth Capital Management
Florida
$23M -$350K -30,340 -2%
GC
3
Guggenheim Capital
Illinois
$16.3M +$991K +85,898 +7%
Bank of America
4
Bank of America
North Carolina
$14.2M +$1.19M +102,742 +9%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$11.8M +$1.2M +104,304 +12%
UBS Group
6
UBS Group
Switzerland
$11.2M +$1.58M +136,899 +17%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$9.54M -$617K -53,426 -6%
Stifel Financial
8
Stifel Financial
Missouri
$7.48M +$2.05M +177,997 +40%
KIM
9
Karpus Investment Management
New York
$6.95M -$6.07M -526,157 -48%
AAM
10
Advisors Asset Management
Colorado
$6.12M -$108K -9,359 -2%
Allianz Asset Management
11
Allianz Asset Management
Germany
$5.89M
Wells Fargo
12
Wells Fargo
California
$5.6M -$570K -49,358 -10%
VanEck Associates
13
VanEck Associates
New York
$5.41M -$245K -21,211 -4%
RJA
14
Raymond James & Associates
Florida
$5.27M +$142K +12,335 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.74M +$1.5M +130,256 +49%
BI
16
Bramshill Investments
Florida
$4.26M -$18.1M -1,565,306 -82%
RCM
17
Robinson Capital Management
Michigan
$4.23M +$1.73M +150,251 +75%
COLIM
18
City of London Investment Management
United Kingdom
$4.14M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.89M +$2.43M +210,439 +185%
SIA
20
Sit Investment Associates
Minnesota
$3.13M -$115K -10,000 -4%
CIA
21
Capital Investment Advisors
Georgia
$3.12M -$15.2K -1,319 -0.5%
MWM
22
Melfa Wealth Management
Massachusetts
$2.89M +$52.1K +4,512 +2%
KL
23
KIM LLC
Kansas
$2.41M +$46 +4 +0%
NA
24
NewEdge Advisors
Louisiana
$2.24M +$354K +30,675 +20%
Cohen & Steers
25
Cohen & Steers
New York
$2M

MYI Hedge Fund Activity: Q3 2024 in Review

100 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund III (MYI) for Q3 2024, worth a combined $222M — down 0.66% from $223M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of MYI and 13 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 31 added.

The largest buyer was Morgan Stanley, adding an estimated $2.74M. The largest seller was Bramshill Investments, cutting an estimated $18.1M.

  • 100 institutional investors held BlackRock MuniYield Quality Fund III (MYI) as of Q3 2024, down from 108 in Q2 2024.
  • Funds reported $222M of BlackRock MuniYield Quality Fund III stock for Q3 2024, down 0.66% quarter-over-quarter.
  • 13 funds opened new BlackRock MuniYield Quality Fund III positions in Q3 2024 and 20 closed out, a net change of -7 holders.
  • The largest BlackRock MuniYield Quality Fund III buyer in Q3 2024 was Morgan Stanley, an estimated $2.74M added.
  • The largest BlackRock MuniYield Quality Fund III seller in Q3 2024 was Bramshill Investments, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.