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AKP

Alliance Californa Muni Fd
AKP

Delisted

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

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27 hedge funds and large institutions have $40.5M invested in Alliance Californa Muni Fd in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $34.7M → $40.5M (+$5.8M)

0% more funds holding

Funds holding: 27 → 27 (0)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
7
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$3.8M
2
BI
Bulldog Investors
New Jersey
+$1.03M
3
BFM
Boothbay Fund Management
New York
+$365K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$263K
5
KCM
Karp Capital Management
California
+$95.7K

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.83M
2
AAM
Advisors Asset Management
Colorado
-$547K
3
Invesco
Invesco
Georgia
-$465K
4
Walleye Trading
Walleye Trading
New York
-$229K
5
Morgan Stanley
Morgan Stanley
New York
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
Bulldog Investors
New Jersey
$14.8M +$1.03M +77,581 +8%
RCM
2
Rivernorth Capital Management
Florida
$11.3M +$3.8M +284,890 +52%
AC
3
Almitas Capital
California
$3.71M +$3.61M +270,919 New
GC
4
Guggenheim Capital
Illinois
$2.24M +$2.23K +167 +0.1%
AAM
5
Advisors Asset Management
Colorado
$1.67M -$547K -41,015 -25%
SIA
6
Sit Investment Associates
Minnesota
$1.16M +$64.7K +4,855 +6%
Wells Fargo
7
Wells Fargo
California
$958K -$133K -9,972 -12%
Morgan Stanley
8
Morgan Stanley
New York
$929K -$193K -14,479 -18%
Bank of America
9
Bank of America
North Carolina
$517K -$169K -12,647 -25%
BFM
10
Boothbay Fund Management
New York
$375K +$365K +27,380 New
KIM
11
Karpus Investment Management
New York
$286K +$85K +6,375 +44%
RJA
12
Raymond James & Associates
Florida
$271K – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$270K +$263K +19,722 New
AA
14
AQR Arbitrage
Connecticut
$259K -$40.5K -3,039 -14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$255K – – –
Invesco
16
Invesco
Georgia
$202K -$465K -34,881 -70%
UBS Group
17
UBS Group
Switzerland
$198K +$160 +12 +0.1%
SCM
18
Saba Capital Management
New York
$185K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$181K -$37.8K -2,836 -18%
VCM
20
Vivaldi Capital Management
Illinois
$168K -$23.5K -1,765 -13%
TCM
21
Tradewinds Capital Management
Washington
$137K – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$115K -$23K -1,729 -17%
KCM
23
Karp Capital Management
California
$98K +$95.7K +7,181 New
WT
24
Whittier Trust
California
$41K – – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$33K +$8K +600 +33%
1
2

AKP Hedge Fund Activity: Q4 2018 in Review

27 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Alliance Californa Muni Fd (AKP) for Q4 2018, worth a combined $40.5M — up 17% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AKP positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.8M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $1.83M sold.

  • 27 institutional investors held Alliance Californa Muni Fd (AKP) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $40.5M of Alliance Californa Muni Fd stock for Q4 2018, up 17% quarter-over-quarter.
  • 5 funds opened new Alliance Californa Muni Fd positions in Q4 2018 and 4 closed out, a net change of +1 holder.
  • The largest Alliance Californa Muni Fd buyer in Q4 2018 was Rivernorth Capital Management, an estimated $3.8M added.
  • The largest Alliance Californa Muni Fd seller in Q4 2018 was Fiera Capital (Canada), an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2018.