DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Overview Fund Activity

31 hedge funds and large institutions have $30.1M invested in DTF Tax-Free Income 2028 Term Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.6M
2
1CP
2
1607 Capital Partners
Virginia
$1.3M
3
BI
3
Bulldog Investors
New Jersey
$1.86M
4
SCM
4
Saba Capital Management
New York
$901K
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$4.25M

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$619K
4
LPL Financial
4
LPL Financial
California
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$433K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$10.6M 858,851 +212,031 +33%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$4.25M 343,494 +55,280 +19%
KIM
3
Karpus Investment Management
New York
$1.89M 152,970 -10,139 -6%
BI
4
Bulldog Investors
New Jersey
$1.86M 150,107 +89,244 +147%
VCM
5
Vivaldi Capital Management
Illinois
$1.85M 149,555 +20,604 +16%
1CP
6
1607 Capital Partners
Virginia
$1.3M 105,284 +105,284 New
SCM
7
Saba Capital Management
New York
$901K 72,790 +72,790 New
GAMC
8
Garner Asset Management Corp
Texas
$861K 69,550 -7,000 -9%
Morgan Stanley
9
Morgan Stanley
New York
$619K 49,971 -15,565 -24%
Bank of America
10
Bank of America
North Carolina
$603K 48,677 -556 -1%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$560K 45,249 – –
LCM
12
Landscape Capital Management
New Jersey
$544K 43,977 +994 +2%
RJA
13
Raymond James & Associates
Florida
$536K 43,310 +4,418 +11%
WAM
14
Wolverine Asset Management
Illinois
$510K 41,268 +26,208 +174%
First Trust Advisors
15
First Trust Advisors
Illinois
$433K 35,011 -12,613 -26%
WB
16
WesBanco Bank
West Virginia
$371K 30,000 – –
AA
17
AQR Arbitrage
Connecticut
$361K 29,138 +11,067 +61%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$348K 28,159 +1,100 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$330K 26,671 -2,193 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$276K 22,268 -9,856 -31%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$235K 19,019 +19,019 New
MIG
22
Mariner Investment Group
New York
$215K 17,364 – –
DWM
23
Dakota Wealth Management
Florida
$170K 13,736 – –
DHFB
24
Dixon Hubard Feinour & Brown
Virginia
$140K 11,329 – –
CRC
25
Curi RMB Capital
Illinois
$130K 10,489 -3,332 -24%
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