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AKP

Alliance Californa Muni Fd
AKP

Delisted

AKP was delisted on the 2nd of May, 2019.

29 hedge funds and large institutions have $23.1M invested in Alliance Californa Muni Fd in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

7% more funds holding

Funds holding: 2729 (+2)

6% more capital invested

Capital invested by funds: $21.8M → $23.1M (+$1.27M)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
10
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Tradewinds Capital Management
Washington
$136K
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$58K +$13.9K +1,015 +32%
WT
28
Whittier Trust
California
$41K
IA
29
IFP Advisors
Florida
$16K -$120K -8,800 -88%
WAM
30
Wolverine Asset Management
Illinois
-$415K -30,054 Closed

AKP Hedge Fund Activity: Q4 2017 in Review

29 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alliance Californa Muni Fd (AKP) for Q4 2017, worth a combined $23.1M — up 5.8% from $21.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AKP positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $2.06M. The largest seller was Advisors Asset Management, cutting an estimated $968K.

  • 29 institutional investors held Alliance Californa Muni Fd (AKP) as of Q4 2017, up from 27 in Q3 2017.
  • Funds reported $23.1M of Alliance Californa Muni Fd stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 3 funds opened new Alliance Californa Muni Fd positions in Q4 2017 and 1 closed out, a net change of +2 holders.
  • The largest Alliance Californa Muni Fd buyer in Q4 2017 was Bulldog Investors, an estimated $2.06M added.
  • The largest Alliance Californa Muni Fd seller in Q4 2017 was Advisors Asset Management, an estimated $968K sold.

Based on aggregated 13F filings for Q4 2017.