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AKP

Alliance Californa Muni Fd
AKP

Delisted

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

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20 hedge funds and large institutions have $15.7M invested in Alliance Californa Muni Fd in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

25% more funds holding

Funds holding: 16 → 20 (+4)

19% more capital invested

Capital invested by funds: $13.2M → $15.7M (+$2.56M)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$941K
2
KIM
Karpus Investment Management
New York
+$627K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$347K
4
AAM
Advisors Asset Management
Colorado
+$289K
5
Northern Trust
Northern Trust
Illinois
+$274K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$147K
2
Morgan Stanley
Morgan Stanley
New York
-$123K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$26.9K
4
Invesco
Invesco
Georgia
-$21.6K
5
TRCT
Tower Research Capital (TRC)
New York
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.3M +$289K +21,547 +7%
Invesco
2
Invesco
Georgia
$3.92M -$21.6K -1,606 -0.6%
GC
3
Guggenheim Capital
Illinois
$1.82M +$190K +14,124 +12%
KIM
4
Karpus Investment Management
New York
$1.69M +$627K +46,683 +61%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$959K +$941K +70,067 New
Morgan Stanley
6
Morgan Stanley
New York
$587K -$123K -9,185 -18%
UBS Group
7
UBS Group
Switzerland
$394K +$32.2K +2,396 +9%
Wells Fargo
8
Wells Fargo
California
$381K +$24.3K +1,811 +7%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$354K +$347K +25,859 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$285K -$26.9K -2,000 -9%
LPL Financial
11
LPL Financial
California
$253K – – –
Bank of America
12
Bank of America
North Carolina
$206K +$81K +6,027 +67%
SIA
13
Sit Investment Associates
Minnesota
$195K -$147K -10,970 -43%
KCM
14
Karp Capital Management
California
$141K +$50.4K +3,755 +57%
TCM
15
Tradewinds Capital Management
Washington
$137K – – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$56K – – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$18K +$242 +18 +1%
RIA
18
Regal Investment Advisors
Michigan
$12K +$12.1K +900 New
Citigroup
19
Citigroup
New York
$10K +$10K +745 New
Northern Trust
20
Northern Trust
Illinois
$3K +$274K +20,397 New
TRCT
21
Tower Research Capital (TRC)
New York
– -$3K -200 Closed

AKP Hedge Fund Activity: Q3 2015 in Review

20 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Alliance Californa Muni Fd (AKP) for Q3 2015, worth a combined $15.7M — up 19% from $13.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AKP positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $941K. The largest seller was Sit Investment Associates, cutting an estimated $147K.

  • 20 institutional investors held Alliance Californa Muni Fd (AKP) as of Q3 2015, up from 16 in Q2 2015.
  • Funds reported $15.7M of Alliance Californa Muni Fd stock for Q3 2015, up 19% quarter-over-quarter.
  • 5 funds opened new Alliance Californa Muni Fd positions in Q3 2015 and 1 closed out, a net change of +4 holders.
  • The largest Alliance Californa Muni Fd buyer in Q3 2015 was CIBC Private Wealth Group, an estimated $941K added.
  • The largest Alliance Californa Muni Fd seller in Q3 2015 was Sit Investment Associates, an estimated $147K sold.

Based on aggregated 13F filings for Q3 2015.