AKP

Alliance Californa Muni Fd
AKP

Overview Fund Activity
Delisted

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

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25 hedge funds and large institutions have $21M invested in Alliance Californa Muni Fd in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.96M
2
LNWWM
2
Laird Norton Wetherby Wealth Management
California
$661K
3
CRC
3
Curi RMB Capital
Illinois
$642K
4
DA
4
Doliver Advisors
Texas
$513K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.26M

Top Sellers

1
SBA
1
Seven Bridges Advisors
New York
$0
2
AAM
2
Advisors Asset Management
Colorado
$5.59M
3
Invesco
3
Invesco
Georgia
$3.89M
4
Wells Fargo
4
Wells Fargo
California
$703K
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$5.59M 421,901 -47,742 -10%
Invesco
2
Invesco
Georgia
$3.89M 293,249 -44,904 -13%
GC
3
Guggenheim Capital
Illinois
$2.97M 224,414 -10,091 -4%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.96M 147,538 +147,538 New
Morgan Stanley
5
Morgan Stanley
New York
$1.26M 95,345 +35,569 +60%
Wells Fargo
6
Wells Fargo
California
$703K 53,050 -28,047 -35%
LNWWM
7
Laird Norton Wetherby Wealth Management
California
$661K 49,870 +49,870 New
CRC
8
Curi RMB Capital
Illinois
$642K 48,461 +48,461 New
UBS Group
9
UBS Group
Switzerland
$514K 38,833 -8,199 -17%
DA
10
Doliver Advisors
Texas
$513K 38,742 +38,742 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$377K 28,481 -5,790 -17%
LCM
12
Landscape Capital Management
New Jersey
$353K 26,647 +26,647 New
LPL Financial
13
LPL Financial
California
$343K 25,765 +6,041 +31%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$271K 20,460 +4,186 +26%
Bank of America
15
Bank of America
North Carolina
$258K 19,423 +4,658 +32%
TCM
16
Tradewinds Capital Management
Washington
$133K 10,000 – –
WAM
17
Wolverine Asset Management
Illinois
$133K 10,097 +10,097 New
IA
18
IFP Advisors
Florida
$132K 9,985 +8,800 +743%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$129K 9,785 +9,785 New
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$93K 7,021 – –
WT
21
Whittier Trust
California
$40K 3,000 – –
AG
22
Advisor Group
Arizona
$27K 2,000 – –
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$18K 1,374 +16 +1%
DADC
24
D.A. Davidson & Co
Montana
$13K 1,000 +1,000 New
TRCT
25
Tower Research Capital (TRC)
New York
$2K 140 +140 New
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