Alliance Californa Muni Fd
AKP
AKP was delisted on the 2nd of May, 2019.
25 hedge funds and large institutions have $21M invested in Alliance Californa Muni Fd in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
32% more funds holding
Funds holding: 19 → 25 (+6)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
3% less capital invested
Capital invested by funds: $21.8M → $21M (-$758K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$2.08M |
| 2 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
+$702K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$682K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$545K |
| 5 |
Morgan Stanley
New York
|
+$501K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBA
Seven Bridges Advisors
New York
|
-$781K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$672K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$632K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$395K |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$263K |
AKP Hedge Fund Activity: Q4 2016 in Review
25 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Alliance Californa Muni Fd (AKP) for Q4 2016, worth a combined $21M — down 3.5% from $21.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AKP positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $2.08M. The largest seller was Seven Bridges Advisors, exiting entirely with an estimated $781K sold.
- 25 institutional investors held Alliance Californa Muni Fd (AKP) as of Q4 2016, up from 19 in Q3 2016.
- Funds reported $21M of Alliance Californa Muni Fd stock for Q4 2016, down 3.5% quarter-over-quarter.
- 8 funds opened new Alliance Californa Muni Fd positions in Q4 2016 and 2 closed out, a net change of +6 holders.
- The largest Alliance Californa Muni Fd buyer in Q4 2016 was Fiera Capital (Canada), an estimated $2.08M added.
- The largest Alliance Californa Muni Fd seller in Q4 2016 was Seven Bridges Advisors, an estimated $781K sold.
Based on aggregated 13F filings for Q4 2016.