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BlackRock MuniYield New York Quality Fund

59 hedge funds and large institutions have $118M invested in BlackRock MuniYield New York Quality Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

34% more capital invested

Capital invested by funds: $88M → $118M (+$29.9M)

3.77% more ownership

Funds ownership: 25.07%28.84% (+3.8%)

8% less funds holding

Funds holding: 6459 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
23
Reduced
11
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$20.6M +$3.66M +389,991 +24%
Morgan Stanley
2
Morgan Stanley
New York
$11.3M +$5.12M +545,118 +99%
RCM
3
Rivernorth Capital Management
Florida
$10.9M +$4.48M +476,908 +82%
KIM
4
Karpus Investment Management
New York
$10.7M +$552K +58,786 +6%
LSC
5
Logan Stone Capital
Illinois
$8.45M +$674K +71,756 +10%
MSL
6
Mackay Shields LLC
New York
$8.42M +$2.54M +271,029 +50%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$8.19M +$84K +8,948 +1%
GC
8
Guggenheim Capital
Illinois
$6.32M +$7.37K +785 +0.1%
Bank of America
9
Bank of America
North Carolina
$4.41M -$635K -67,672 -14%
Lido Advisors
10
Lido Advisors
California
$3.6M +$3.27M +348,250 New
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$3.33M
UBS Group
12
UBS Group
Switzerland
$3.08M +$131K +14,004 +5%
AA
13
AQR Arbitrage
Connecticut
$2.9M +$228K +24,332 +9%
RCM
14
Robinson Capital Management
Michigan
$2.68M +$1.54M +163,669 +170%
Wells Fargo
15
Wells Fargo
California
$1.61M -$50.6K -5,391 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.03M +$14.8K +1,577 +2%
TIM
17
Tortoise Investment Management
New York
$1.01M +$390K +41,501 +74%
LCM
18
Landscape Capital Management
New Jersey
$674K +$466K +49,673 +320%
AWS
19
Atria Wealth Solutions
New York
$666K -$9.07K -966 -1%
FPCP
20
Fort Point Capital Partners
California
$619K -$51.4K -5,474 -8%
Osaic Holdings
21
Osaic Holdings
Arizona
$548K +$376K +40,009 +307%
WC
22
Whitney & Co
New York
$527K +$18.8K +2,000 +4%
Deutsche Bank
23
Deutsche Bank
Germany
$389K +$1.24K +132 +0.4%
AL
24
Arnhold LLC
New York
$383K +$348K +37,100 New
JP Morgan Chase
25
JP Morgan Chase
New York
$362K +$318K +33,826 +2,737%

MYN Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield New York Quality Fund (MYN) for Q4 2023, worth a combined $118M — up 34% from $88M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MYN and 10 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $5.12M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $4.91M sold.

  • 59 institutional investors held BlackRock MuniYield New York Quality Fund (MYN) as of Q4 2023, down from 64 in Q3 2023.
  • Funds reported $118M of BlackRock MuniYield New York Quality Fund stock for Q4 2023, up 34% quarter-over-quarter.
  • 10 funds opened new BlackRock MuniYield New York Quality Fund positions in Q4 2023 and 14 closed out, a net change of -4 holders.
  • The largest BlackRock MuniYield New York Quality Fund buyer in Q4 2023 was Morgan Stanley, an estimated $5.12M added.
  • The largest BlackRock MuniYield New York Quality Fund seller in Q4 2023 was Fiera Capital (Canada), an estimated $4.91M sold.

Based on aggregated 13F filings for Q4 2023.