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MFM

Aberdeen Municipal Income Fund
MFM

37 hedge funds and large institutions have $11.5M invested in Aberdeen Municipal Income Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $11.3M → $11.5M (+$231K)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.09% less ownership

Funds ownership: 4.39% → 4.3% (-0.09%)

3% less funds holding

Funds holding: 38 → 37 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$697K
2
AAM
Advisors Asset Management
Colorado
+$421K
3
Wells Fargo
Wells Fargo
California
+$250K
4
U
UBS
Switzerland
+$151K
5
PPA
Parametric Portfolio Associates
Washington
+$150K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$753K
2
Barclays
Barclays
United Kingdom
-$374K
3
GC
Guggenheim Capital
Illinois
-$273K
4
VKH
Virtu KCG Holdings
New York
-$272K
5
SG Americas Securities
SG Americas Securities
New York
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$50K -$52.1K -8,175 -51%
Creative Planning
27
Creative Planning
Kansas
$38K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$31K – – –
MFS
29
MSI Financial Services
Massachusetts
$18K -$159 -25 -0.9%
TCOV
30
Trust Company of Vermont
Vermont
$16K – – –
BFEC
31
Benjamin F. Edwards & Company
Missouri
$13K – – –
JFA
32
JNBA Financial Advisors
Minnesota
$8K +$7.61K +1,195 New
FCCM
33
First City Capital Management
Georgia
$6.5K +$6.37K +1,000 New
TRCT
34
Tower Research Capital (TRC)
New York
$5K -$26.1K -4,101 -85%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$4K – – –
FNBT
36
FineMark National Bank & Trust
Florida
$4K +$4.25K +667 New
Citigroup
37
Citigroup
New York
$1K – – –
Barclays
38
Barclays
United Kingdom
– -$374K -62,322 Closed
VKH
39
Virtu KCG Holdings
New York
– -$272K -43,483 Closed
SG Americas Securities
40
SG Americas Securities
New York
– -$183K -29,297 Closed
CT
41
Cambridge Trust
Massachusetts
– -$65K -10,371 Closed
Truist Financial
42
Truist Financial
North Carolina
– -$63K -10,000 Closed
1
2

MFM Hedge Fund Activity: Q1 2014 in Review

37 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Municipal Income Fund (MFM) for Q1 2014, worth a combined $11.5M — up 2% from $11.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MFM and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was Morgan Stanley, adding an estimated $697K. The largest seller was LPL Financial, cutting an estimated $753K.

  • 37 institutional investors held Aberdeen Municipal Income Fund (MFM) as of Q1 2014, down from 38 in Q4 2013.
  • Funds reported $11.5M of Aberdeen Municipal Income Fund stock for Q1 2014, up 2% quarter-over-quarter.
  • 4 funds opened new Aberdeen Municipal Income Fund positions in Q1 2014 and 5 closed out, a net change of -1 holder.
  • The largest Aberdeen Municipal Income Fund buyer in Q1 2014 was Morgan Stanley, an estimated $697K added.
  • The largest Aberdeen Municipal Income Fund seller in Q1 2014 was LPL Financial, an estimated $753K sold.

Based on aggregated 13F filings for Q1 2014.