DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

22 hedge funds and large institutions have $10.7M invested in DTF Tax-Free Income 2028 Term Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$2.09M
2
DA
2
Doliver Advisors
Texas
$225K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$483K
5
RJA
5
Raymond James & Associates
Florida
$706K

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$426K
3
KIM
3
Karpus Investment Management
New York
$1.95M
4
M&T Bank
4
M&T Bank
New York
$0
5
FM
5
Foster & Motley
Ohio
$314K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.64M 175,417 +7,667 +5%
AAM
2
Advisors Asset Management
Colorado
$2.09M 139,098 +42,544 +44%
KIM
3
Karpus Investment Management
New York
$1.95M 129,868 -4,200 -3%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$942K 62,651 – –
RJA
5
Raymond James & Associates
Florida
$706K 46,949 +1,037 +2%
Morgan Stanley
6
Morgan Stanley
New York
$483K 32,117 +3,224 +11%
First Trust Advisors
7
First Trust Advisors
Illinois
$426K 28,362 -5,110 -15%
FM
8
Foster & Motley
Ohio
$314K 20,904 -1,163 -5%
Goldman Sachs
9
Goldman Sachs
New York
$290K 19,269 -68 -0.4%
DA
10
Doliver Advisors
Texas
$225K 14,937 +14,937 New
SWM
11
Segment Wealth Management
Texas
$216K 14,401 – –
Wells Fargo
12
Wells Fargo
California
$208K 13,847 +2 +0%
U
13
UBS
Switzerland
$84K 5,598 -861 -13%
BC
14
Bartlett & Co
Ohio
$30K 2,000 – –
Creative Planning
15
Creative Planning
Kansas
$27K 1,801 -614 -25%
MMG
16
Monetary Management Group
Missouri
$26K 1,750 – –
Bank of America
17
Bank of America
North Carolina
$15K 1,000 – –
GT
18
Glenmede Trust
Pennsylvania
$13K 894 – –
WAM
19
Wolverine Asset Management
Illinois
$12K 800 +800 New
Ameriprise
20
Ameriprise
Minnesota
$3K 230 +230 New
GSC
21
Ground Swell Capital
South Carolina
$2K 162 +162 New
AQR Capital Management
22
AQR Capital Management
Connecticut
– – -10,863 Closed
M&T Bank
23
M&T Bank
New York
– – -1,500 Closed
BRWA
24
B. Riley Wealth Advisors
Florida
– – -830 Closed
MFS
25
MSI Financial Services
Massachusetts
$0 16 – –