DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

18 hedge funds and large institutions have $8.92M invested in DTF Tax-Free Income 2028 Term Fund in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$916K
3
LCM
3
Landscape Capital Management
New Jersey
$233K
4
DHFB
4
Dixon Hubard Feinour & Brown
Virginia
$174K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$21K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$981K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
CRC
3
Curi RMB Capital
Illinois
$0
4
FM
4
Foster & Motley
Ohio
$0
5
AAM
5
Advisors Asset Management
Colorado
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.01M +$581K +40,592 +24%
AAM
2
Advisors Asset Management
Colorado
$1.72M -$130K -9,110 -7%
KIM
3
Karpus Investment Management
New York
$981K -$640K -44,705 -39%
Morgan Stanley
4
Morgan Stanley
New York
$916K +$400K +27,896 +77%
RJA
5
Raymond James & Associates
Florida
$739K -$43.1K -3,014 -6%
First Trust Advisors
6
First Trust Advisors
Illinois
$411K -$615 -43 -0.1%
WAM
7
Wolverine Asset Management
Illinois
$265K -$9.41K -657 -3%
LCM
8
Landscape Capital Management
New Jersey
$233K +$233K +16,257 New
SWM
9
Segment Wealth Management
Texas
$206K – – –
DHFB
10
Dixon Hubard Feinour & Brown
Virginia
$174K +$174K +12,165 New
Wells Fargo
11
Wells Fargo
California
$147K -$28.6K -1,999 -16%
UBS Group
12
UBS Group
Switzerland
$45K -$9.34K -662 -17%
BC
13
Bartlett & Co
Ohio
$29K – – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$21K +$5.6K +400 +36%
Bank of America
15
Bank of America
North Carolina
$14K – – –
GT
16
Glenmede Trust
Pennsylvania
$12K – – –
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$897 – – –
Goldman Sachs
18
Goldman Sachs
New York
– -$294K -19,269 Closed
CRC
19
Curi RMB Capital
Illinois
– -$198K -12,972 Closed
FM
20
Foster & Motley
Ohio
– -$173K -11,339 Closed
MMG
21
Monetary Management Group
Missouri
– -$107K -7,000 Closed
Creative Planning
22
Creative Planning
Kansas
– -$58K -3,801 Closed
LTFS
23
Ladenburg Thalmann Financial Services
Florida
– -$40K -2,600 Closed