DTF Tax-Free Income 2028 Term Fund
24 hedge funds and large institutions have $12.4M invested in DTF Tax-Free Income 2028 Term Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.
5% more capital invested
Capital invested by funds: $11.8M → $12.4M (+$616K)
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.03% less ownership
Funds ownership: 9.85% → 9.83% (-0.03%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$502K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$245K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$148K |
| 4 |
Morgan Stanley
New York
|
+$119K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$73.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$509K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$452K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$222K |
| 4 |
LPL Financial
San Diego,
California
|
-$63.3K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$33.4K |
DTF Hedge Fund Activity: Q1 2014 in Review
24 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in DTF Tax-Free Income 2028 Term Fund (DTF) for Q1 2014, worth a combined $12.4M — up 5.2% from $11.8M a quarter earlier.
Fund positioning in DTF was balanced in Q1 2014: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 8 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $502K. The largest seller was Wolverine Asset Management, cutting an estimated $509K.
- 24 institutional investors held DTF Tax-Free Income 2028 Term Fund (DTF) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $12.4M of DTF Tax-Free Income 2028 Term Fund stock for Q1 2014, up 5.2% quarter-over-quarter.
- 3 funds opened new DTF Tax-Free Income 2028 Term Fund positions in Q1 2014 and 3 closed out, a net change of 0 holders.
- The largest DTF Tax-Free Income 2028 Term Fund buyer in Q1 2014 was Advisors Asset Management, an estimated $502K added.
- The largest DTF Tax-Free Income 2028 Term Fund seller in Q1 2014 was Wolverine Asset Management, an estimated $509K sold.
Based on aggregated 13F filings for Q1 2014.