DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

24 hedge funds and large institutions have $11.8M invested in DTF Tax-Free Income 2028 Term Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$3.78M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.25M
3
WAM
3
Wolverine Asset Management
Illinois
$659K
4
DA
4
Doliver Advisors
Texas
$758K
5
VKH
5
Virtu KCG Holdings
New York
$222K

Top Sellers

1
FM
1
Foster & Motley
Ohio
$336K
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$10K
4
Wells Fargo
4
Wells Fargo
California
$205K
5
U
5
UBS
Switzerland
$21K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$3.78M 269,899 +269,899 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.25M 160,450 +69,600 +77%
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$814K 58,051 – –
DA
4
Doliver Advisors
Texas
$758K 54,043 +24,218 +81%
First Trust Advisors
5
First Trust Advisors
Illinois
$686K 48,938 +8,388 +21%
WAM
6
Wolverine Asset Management
Illinois
$659K 47,044 +25,500 +118%
Morgan Stanley
7
Morgan Stanley
New York
$550K 39,206 +11,306 +41%
RJA
8
Raymond James & Associates
Florida
$423K 30,139 +8,239 +38%
FM
9
Foster & Motley
Ohio
$336K 23,978 -10,800 -31%
LPL Financial
10
LPL Financial
California
$311K 22,198 +2,735 +14%
Goldman Sachs
11
Goldman Sachs
New York
$270K 19,269 -34 -0.2%
VKH
12
Virtu KCG Holdings
New York
$222K 15,818 +15,818 New
Wells Fargo
13
Wells Fargo
California
$205K 14,642 -3,308 -18%
SWM
14
Segment Wealth Management
Texas
$202K 14,401 – –
AQR Capital Management
15
AQR Capital Management
Connecticut
$150K 10,721 +10,721 New
Creative Planning
16
Creative Planning
Kansas
$32K 2,257 – –
BC
17
Bartlett & Co
Ohio
$28K 2,000 – –
U
18
UBS
Switzerland
$21K 1,500 -655 -30%
M&T Bank
19
M&T Bank
New York
$21K 1,500 +1,500 New
Bank of America
20
Bank of America
North Carolina
$14K 1,002 -121 -11%
GT
21
Glenmede Trust
Pennsylvania
$12K 894 – –
TRCT
22
Tower Research Capital (TRC)
New York
$11K 800 +300 +60%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$10K 700 -3,315 -83%
Deutsche Bank
24
Deutsche Bank
Germany
– – -4,500 Closed
MFS
25
MSI Financial Services
Massachusetts
$0 16 – –