DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

24 hedge funds and large institutions have $10.2M invested in DTF Tax-Free Income 2028 Term Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.22M
2
WAM
Wolverine Asset Management
Illinois
$969K
3
LCM
Landscape Capital Management
New Jersey
$203K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$186K
5
Morgan Stanley
Morgan Stanley
New York
$420K

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
RJA
Raymond James & Associates
Florida
$368K
3
MF
Magnetar Financial
Illinois
$0
4
UBS Group
UBS Group
Switzerland
$103K
5
AAM
Advisors Asset Management
Colorado
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.22M +$1.22M +85,190 New
AAM
2
Advisors Asset Management
Colorado
$1.17M -$48.2K -3,379 -4%
GAMC
3
Garner Asset Management Corp
Texas
$1.04M +$21.4K +1,500 +2%
WAM
4
Wolverine Asset Management
Illinois
$969K +$899K +62,953 +1,281%
Bank of America
5
Bank of America
North Carolina
$670K -$42.2K -2,950 -6%
First Trust Advisors
6
First Trust Advisors
Illinois
$665K +$140K +9,807 +27%
CRC
7
Curi RMB Capital
Illinois
$646K +$43.8K +3,067 +7%
Nuveen Asset Management
8
Nuveen Asset Management
Illinois
$645K – – –
RJFSA
9
Raymond James Financial Services Advisors
Florida
$425K +$32.7K +2,284 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$423K -$37.1K -2,600 -8%
Morgan Stanley
11
Morgan Stanley
New York
$420K +$166K +11,637 +66%
RJA
12
Raymond James & Associates
Florida
$368K -$238K -16,670 -39%
DA
13
Doliver Advisors
Texas
$255K +$66.5K +4,651 +35%
LCM
14
Landscape Capital Management
New Jersey
$203K +$203K +14,183 New
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$186K +$186K +13,000 New
DHFB
16
Dixon Hubard Feinour & Brown
Virginia
$172K – – –
LPL Financial
17
LPL Financial
California
$165K +$165K +11,559 New
Wells Fargo
18
Wells Fargo
California
$151K +$26.4K +1,851 +21%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$119K – – –
UBS Group
20
UBS Group
Switzerland
$103K -$173K -12,171 -63%
IWA
21
IBEX Wealth Advisors
New Jersey
$88K +$88K +6,208 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$50K +$50K +3,500 New
IA
23
IFP Advisors
Florida
$47K – – –
BC
24
Bartlett & Co
Ohio
$29K – – –
WAM
25
Wealthspire Advisors (Maryland)
Maryland
$10K -$10K – –
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