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AKP

Alliance Californa Muni Fd
AKP

Delisted

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

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29 hedge funds and large institutions have $23.1M invested in Alliance Californa Muni Fd in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 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

7% more funds holding

Funds holding: 27 → 29 (+2)

6% more capital invested

Capital invested by funds: $21.8M → $23.1M (+$1.27M)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
10
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bulldog Investors
New Jersey
+$2.06M
2
UBS Group
UBS Group
Switzerland
+$234K
3
LCM
Landscape Capital Management
New Jersey
+$162K
4
SBA
Seven Bridges Advisors
New York
+$125K
5
AA
AQR Arbitrage
Connecticut
+$109K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$968K
2
Invesco
Invesco
Georgia
-$711K
3
MC
Matisse Capital
Oregon
-$496K
4
WAM
Wolverine Asset Management
Illinois
-$415K
5
GC
Guggenheim Capital
Illinois
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.66M -$968K -70,709 -17%
GC
2
Guggenheim Capital
Illinois
$2.58M -$272K -19,871 -9%
SBA
3
Seven Bridges Advisors
New York
$2.32M +$125K +9,142 New
BI
4
Bulldog Investors
New Jersey
$2.05M +$2.06M +150,583 New
Morgan Stanley
5
Morgan Stanley
New York
$1.7M -$67.9K -4,958 -4%
UBS Group
6
UBS Group
Switzerland
$1.66M +$234K +17,115 +16%
Invesco
7
Invesco
Georgia
$1.45M -$711K -51,966 -33%
Wells Fargo
8
Wells Fargo
California
$1.01M +$70.5K +5,148 +7%
MC
9
Matisse Capital
Oregon
$887K -$496K -36,205 -36%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$551K +$12.4K +908 +2%
DA
11
Doliver Advisors
Texas
$462K -$72K -5,261 -13%
Bank of America
12
Bank of America
North Carolina
$419K -$55.9K -4,081 -12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$412K -$221K -16,165 -35%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$362K +$26.1K +1,909 +8%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$334K +$93.1K +6,800 +38%
AA
16
AQR Arbitrage
Connecticut
$298K +$109K +7,977 +57%
CRC
17
Curi RMB Capital
Illinois
$280K -$218K -15,913 -44%
VCM
18
Vivaldi Capital Management
Illinois
$244K +$50.4K +3,680 +26%
RJA
19
Raymond James & Associates
Florida
$235K +$65.3K +4,768 +38%
KIM
20
Karpus Investment Management
New York
$211K – – –
LCM
21
Landscape Capital Management
New Jersey
$161K +$162K +11,817 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$154K – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$152K +$6.43K +470 +4%
VHAM
24
Van Hulzen Asset Management
California
$145K – – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$138K – – –
1
2

AKP Hedge Fund Activity: Q4 2017 in Review

29 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Alliance Californa Muni Fd (AKP) for Q4 2017, worth a combined $23.1M — up 5.8% from $21.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AKP positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $2.06M. The largest seller was Advisors Asset Management, cutting an estimated $968K.

  • 29 institutional investors held Alliance Californa Muni Fd (AKP) as of Q4 2017, up from 27 in Q3 2017.
  • Funds reported $23.1M of Alliance Californa Muni Fd stock for Q4 2017, up 5.8% quarter-over-quarter.
  • 3 funds opened new Alliance Californa Muni Fd positions in Q4 2017 and 1 closed out, a net change of +2 holders.
  • The largest Alliance Californa Muni Fd buyer in Q4 2017 was Bulldog Investors, an estimated $2.06M added.
  • The largest Alliance Californa Muni Fd seller in Q4 2017 was Advisors Asset Management, an estimated $968K sold.

Based on aggregated 13F filings for Q4 2017.