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AKP

Alliance Californa Muni Fd
AKP

Delisted

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

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19 hedge funds and large institutions have $10.9M invested in Alliance Californa Muni Fd in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 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

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

11% more capital invested

Capital invested by funds: $9.82M → $10.9M (+$1.04M)

6% more funds holding

Funds holding: 18 → 19 (+1)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$1.24M
2
Invesco
Invesco
Georgia
+$536K
3
Morgan Stanley
Morgan Stanley
New York
+$97.5K
4
Bank of America
Bank of America
North Carolina
+$39.5K
5
Creative Planning
Creative Planning
Kansas
+$13.6K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$545K
2
AQR Capital Management
AQR Capital Management
Connecticut
-$168K
3
KIM
Karpus Investment Management
New York
-$136K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$122K
5
LPL Financial
LPL Financial
California
-$68K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$3.47M +$536K +39,355 +18%
GC
2
Guggenheim Capital
Illinois
$2.39M -$545K -40,026 -18%
AAM
3
Advisors Asset Management
Colorado
$2.28M +$1.24M +91,006 +118%
Morgan Stanley
4
Morgan Stanley
New York
$515K +$97.5K +7,165 +23%
KIM
5
Karpus Investment Management
New York
$491K -$136K -9,972 -22%
UBS Group
6
UBS Group
Switzerland
$383K +$384K +28,195 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$277K -$6.8K -500 -2%
AQR Capital Management
8
AQR Capital Management
Connecticut
$245K -$168K -12,322 -41%
LPL Financial
9
LPL Financial
California
$235K -$68K -5,000 -22%
Wells Fargo
10
Wells Fargo
California
$138K +$136 +10 +0.1%
TCM
11
Tradewinds Capital Management
Washington
$136K – – –
KCM
12
Karp Capital Management
California
$74K +$73.8K +5,427 New
Bank of America
13
Bank of America
North Carolina
$73K +$39.5K +2,900 +116%
Creative Planning
14
Creative Planning
Kansas
$63K +$13.6K +1,000 +27%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$55K – – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$17K +$231 +17 +1%
Citigroup
17
Citigroup
New York
$13K +$3.67K +270 +39%
AIG
18
American International Group
New York
$11.5K – – –
NPC
19
National Planning Corporation
California
$2.74K +$2.72K +200 New
TJHA
20
Thomas J. Herzfeld Advisors
Florida
– -$122K -9,012 Closed

AKP Hedge Fund Activity: Q4 2014 in Review

19 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Alliance Californa Muni Fd (AKP) for Q4 2014, worth a combined $10.9M — up 11% from $9.82M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AKP positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.24M. The largest seller was Guggenheim Capital, cutting an estimated $545K.

  • 19 institutional investors held Alliance Californa Muni Fd (AKP) as of Q4 2014, up from 18 in Q3 2014.
  • Funds reported $10.9M of Alliance Californa Muni Fd stock for Q4 2014, up 11% quarter-over-quarter.
  • 3 funds opened new Alliance Californa Muni Fd positions in Q4 2014 and 1 closed out, a net change of +2 holders.
  • The largest Alliance Californa Muni Fd buyer in Q4 2014 was Advisors Asset Management, an estimated $1.24M added.
  • The largest Alliance Californa Muni Fd seller in Q4 2014 was Guggenheim Capital, an estimated $545K sold.

Based on aggregated 13F filings for Q4 2014.