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DTF

DTF Tax-Free Income 2028 Term Fund
DTF

26 hedge funds and large institutions have $4.33M invested in DTF Tax-Free Income 2028 Term Fund in 2013 Q2 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.37% more ownership

Funds ownership: 0% → 3.37% (+3.4%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$640K +$689K +42,365 New
N
2
Nuveen
North Carolina
$569K +$613K +37,701 New
FM
3
Foster & Motley
Ohio
$563K +$606K +37,278 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$498K +$536K +32,967 New
LPL Financial
5
LPL Financial
California
$333K +$359K +22,053 New
Morgan Stanley
6
Morgan Stanley
New York
$289K +$312K +19,164 New
Wells Fargo
7
Wells Fargo
California
$259K +$279K +17,167 New
RJA
8
Raymond James & Associates
Florida
$248K +$267K +16,407 New
TC
9
TFS Capital
Pennsylvania
$243K +$262K +16,114 New
SWM
10
Segment Wealth Management
Texas
$217K +$234K +14,401 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$174K +$188K +11,550 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$61K +$65.3K +4,015 New
Creative Planning
13
Creative Planning
Kansas
$46K +$49.4K +3,039 New
WAM
14
Wolverine Asset Management
Illinois
$36K +$39.3K +2,419 New
Deutsche Bank
15
Deutsche Bank
Germany
$33K +$36.6K +2,250 New
BC
16
Bartlett & Co
Ohio
$30K +$32.5K +2,000 New
U
17
UBS
Switzerland
$26K +$28.1K +1,725 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$18K +$19.8K +1,218 New
Bank of America
19
Bank of America
North Carolina
$15K +$16.3K +1,002 New
GT
20
Glenmede Trust
Pennsylvania
$13K +$14.5K +894 New
Citigroup
21
Citigroup
New York
$5K +$4.88K +300 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$4K +$4.07K +250 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3K +$3.73K +229 New
Nomura Holdings
24
Nomura Holdings
Japan
$2K +$2.18K +134 New
TRCT
25
Tower Research Capital (TRC)
New York
$2K +$2.42K +149 New
1
2

DTF Hedge Fund Activity: Q2 2013 in Review

26 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in DTF Tax-Free Income 2028 Term Fund (DTF) for Q2 2013, worth a combined $4.33M.

Buyers outnumbered sellers: 26 funds opened new DTF positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

  • 26 institutional investors held DTF Tax-Free Income 2028 Term Fund (DTF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $4.33M of DTF Tax-Free Income 2028 Term Fund stock for Q2 2013.
  • 26 funds opened new DTF Tax-Free Income 2028 Term Fund positions in Q2 2013 and 0 closed out, a net change of +26 holders.

Based on aggregated 13F filings for Q2 2013.