Alliance Californa Muni Fd
AKP
AKP was delisted on the 2nd of May, 2019.
27 hedge funds and large institutions have $40.5M invested in Alliance Californa Muni Fd in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
17% more capital invested
Capital invested by funds: $34.7M → $40.5M (+$5.8M)
0% more funds holding
Funds holding: 27 → 27 (0)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
Top Sellers
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$1.83M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$547K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$465K |
| 4 |
Walleye Trading
New York
|
-$229K |
| 5 |
Morgan Stanley
New York
|
-$193K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
26
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $33K | +$32K | +2,400 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $16K | – | – | – |
|
|
28
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| – | -$1.83M | -134,861 | Closed |
|
|
29
Walleye Trading
New York
| – | -$229K | -16,887 | Closed |
|
|
TJHA
30
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$103K | -7,615 | Closed |
|
AKP Hedge Fund Activity: Q4 2018 in Review
27 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Alliance Californa Muni Fd (AKP) for Q4 2018, worth a combined $40.5M — up 17% from $34.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AKP positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $3.8M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $1.83M sold.
- 27 institutional investors held Alliance Californa Muni Fd (AKP) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $40.5M of Alliance Californa Muni Fd stock for Q4 2018, up 17% quarter-over-quarter.
- 5 funds opened new Alliance Californa Muni Fd positions in Q4 2018 and 4 closed out, a net change of +1 holder.
- The largest Alliance Californa Muni Fd buyer in Q4 2018 was Rivernorth Capital Management, an estimated $3.8M added.
- The largest Alliance Californa Muni Fd seller in Q4 2018 was Fiera Capital (Canada), an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2018.