DTF Tax-Free Income 2028 Term Fund
27 hedge funds and large institutions have $45M invested in DTF Tax-Free Income 2028 Term Fund in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 0 closing their positions.
0.51% more ownership
Funds ownership: 36.04% → 36.55% (+0.51%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
2% less capital invested
Capital invested by funds: $46.1M → $45M (-$1.06M)
4% less funds holding
Funds holding: 28 → 27 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$824K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$664K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$579K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$82K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$4.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.21M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$189K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$50.1K |
| 4 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$12.2K |
| 5 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
-$11.9K |
DTF Hedge Fund Activity: Q3 2021 in Review
27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in DTF Tax-Free Income 2028 Term Fund (DTF) for Q3 2021, worth a combined $45M — down 2.3% from $46.1M a quarter earlier.
Fund positioning in DTF was balanced in Q3 2021: 0 funds opened new positions, 0 closed out, 9 added to existing stakes and 9 trimmed.
The largest buyer was Robinson Capital Management, adding an estimated $824K. The largest seller was Wells Fargo, cutting an estimated $1.21M.
- 27 institutional investors held DTF Tax-Free Income 2028 Term Fund (DTF) as of Q3 2021, down from 28 in Q2 2021.
- Funds reported $45M of DTF Tax-Free Income 2028 Term Fund stock for Q3 2021, down 2.3% quarter-over-quarter.
- 0 funds opened new DTF Tax-Free Income 2028 Term Fund positions in Q3 2021 and 0 closed out.
- The largest DTF Tax-Free Income 2028 Term Fund buyer in Q3 2021 was Robinson Capital Management, an estimated $824K added.
- The largest DTF Tax-Free Income 2028 Term Fund seller in Q3 2021 was Wells Fargo, an estimated $1.21M sold.
Based on aggregated 13F filings for Q3 2021.