DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

31 hedge funds and large institutions have $15.9M invested in DTF Tax-Free Income 2028 Term Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.12M
2
RCM
Robinson Capital Management
Michigan
$1.76M
3
VCM
Vivaldi Capital Management
Illinois
$1.27M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.95M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$843K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$0
2
AAM
Advisors Asset Management
Colorado
$487K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$246K
4
RJA
Raymond James & Associates
Florida
$184K
5
UBS Group
UBS Group
Switzerland
$57K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$28K – – –
CAL
27
Capital Analysts LLC
Pennsylvania
$28K +$28K +2,082 New
BC
28
Bartlett & Co
Ohio
$27K – – –
BCWM
29
Bartlett & Co Wealth Management
Ohio
$26.6K +$26.6K +2,000 New
SWM
30
SeaCrest Wealth Management
New York
$23K – – –
HNB
31
Huntington National Bank
Ohio
$11K -$12K – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$7K +$7K +524 New
WAM
33
Wolverine Asset Management
Illinois
– -$1.44M -102,307 Closed
1
2