We are live on ! Find out more
MFM

Aberdeen Municipal Income Fund
MFM

38 hedge funds and large institutions have $11.3M invested in Aberdeen Municipal Income Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $10.1M → $11.3M (+$1.19M)

0.53% more ownership

Funds ownership: 3.86% → 4.39% (+0.53%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

17% less funds holding

Funds holding: 46 → 38 (-8)

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
38
Holders Change
-8
Holders Change %
-17.39%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.16M
2
Wells Fargo
Wells Fargo
California
+$1.09M
3
U
UBS
Switzerland
+$222K
4
VKH
Virtu KCG Holdings
New York
+$201K
5
SG Americas Securities
SG Americas Securities
New York
+$181K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$501K
2
GC
Guggenheim Capital
Illinois
-$289K
3
RJA
Raymond James & Associates
Florida
-$208K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$173K
5
WAM
Wolverine Asset Management
Illinois
-$171K
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
26
Cambridge Trust
Massachusetts
$65K -$40.2K -6,500 -39%
Truist Financial
27
Truist Financial
North Carolina
$63K +$61.9K +10,000 New
PAI
28
Pittenger & Anderson Inc
Nebraska
$62K – – –
SBH
29
Segall Bryant & Hamill
Illinois
$62K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$41K -$40.9K -6,613 -51%
Creative Planning
31
Creative Planning
Kansas
$36K -$17.3K -2,789 -33%
TRCT
32
Tower Research Capital (TRC)
New York
$30K +$18K +2,914 +153%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$29K – – –
MFS
34
MSI Financial Services
Massachusetts
$17K -$619 -100 -3%
TCOV
35
Trust Company of Vermont
Vermont
$16K – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$13K +$6.19K +1,000 +100%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$4K – – –
Citigroup
38
Citigroup
New York
$1K – – –
RJA
39
Raymond James & Associates
Florida
– -$208K -32,468 Closed
Bank of New York Mellon
40
Bank of New York Mellon
New York
– -$173K -27,001 Closed
WAM
41
Wolverine Asset Management
Illinois
– -$171K -26,710 Closed
DA
42
Doliver Advisors
Texas
– -$124K -19,410 Closed
PP
43
Paloma Partners
Connecticut
– -$88K -13,734 Closed
FAAS
44
First Allied Advisory Services
California
– -$81K -12,233 Closed
KIG
45
Kessler Investment Group
Indiana
– -$32K -5,050 Closed
PFO
46
Pathstone Family Office
New Jersey
– -$19K -3,306 Closed
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
– -$19K -3,000 Closed
LTFS
48
Ladenburg Thalmann Financial Services
Florida
– -$14K -2,125 Closed
Ameriprise
49
Ameriprise
Minnesota
– -$12K -1,800 Closed
M&T Bank
50
M&T Bank
New York
– -$2K -300 Closed
1
2

MFM Hedge Fund Activity: Q4 2013 in Review

38 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Municipal Income Fund (MFM) for Q4 2013, worth a combined $11.3M — up 12% from $10.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MFM and 4 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 12 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.16M. The largest seller was LPL Financial, cutting an estimated $501K.

  • 38 institutional investors held Aberdeen Municipal Income Fund (MFM) as of Q4 2013, down from 46 in Q3 2013.
  • Funds reported $11.3M of Aberdeen Municipal Income Fund stock for Q4 2013, up 12% quarter-over-quarter.
  • 4 funds opened new Aberdeen Municipal Income Fund positions in Q4 2013 and 12 closed out, a net change of -8 holders.
  • The largest Aberdeen Municipal Income Fund buyer in Q4 2013 was Advisors Asset Management, an estimated $1.16M added.
  • The largest Aberdeen Municipal Income Fund seller in Q4 2013 was LPL Financial, an estimated $501K sold.

Based on aggregated 13F filings for Q4 2013.