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MFM

Aberdeen Municipal Income Fund
MFM

38 hedge funds and large institutions have $13.7M invested in Aberdeen Municipal Income Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $12.4M → $13.7M (+$1.25M)

6% more funds holding

Funds holding: 36 → 38 (+2)

0.5% more ownership

Funds ownership: 4.57% → 5.07% (+0.5%)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% 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
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$846K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$557K
3
AAM
Advisors Asset Management
Colorado
+$347K
4
AQR Capital Management
AQR Capital Management
Connecticut
+$239K
5
DA
Doliver Advisors
Texas
+$110K

Top Sellers

Rank Fund Capital Flow
1
U
UBS
Switzerland
-$534K
2
TC
TFS Capital
Pennsylvania
-$530K
3
GC
Guggenheim Capital
Illinois
-$41.9K
4
HK
Horizon Kinetics
New York
-$35.5K
5
NES
New England Securities
New York
-$24.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$69K – – –
RT
27
Reliance Trust
Georgia
$68K – – –
SBH
28
Segall Bryant & Hamill
Illinois
$66K – – –
PAI
29
Pittenger & Anderson Inc
Nebraska
$52K – – –
Creative Planning
30
Creative Planning
Kansas
$38K – – –
NFG
31
Next Financial Group
Texas
$23K +$22.6K +3,500 New
TCOV
32
Trust Company of Vermont
Vermont
$16K – – –
BFEC
33
Benjamin F. Edwards & Company
Missouri
$13K – – –
MFS
34
MSI Financial Services
Massachusetts
$10K – – –
JFA
35
JNBA Financial Advisors
Minnesota
$8K – – –
FCCM
36
First City Capital Management
Georgia
$6.55K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$4K – – –
FNBT
38
FineMark National Bank & Trust
Florida
$4K – – –
TC
39
TFS Capital
Pennsylvania
– -$530K -80,318 Closed
BRWA
40
B. Riley Wealth Advisors
Florida
– -$3.3K -500 Closed
1
2

MFM Hedge Fund Activity: Q3 2014 in Review

38 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Municipal Income Fund (MFM) for Q3 2014, worth a combined $13.7M — up 10% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MFM positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $846K. The largest seller was UBS, cutting an estimated $534K.

  • 38 institutional investors held Aberdeen Municipal Income Fund (MFM) as of Q3 2014, up from 36 in Q2 2014.
  • Funds reported $13.7M of Aberdeen Municipal Income Fund stock for Q3 2014, up 10% quarter-over-quarter.
  • 4 funds opened new Aberdeen Municipal Income Fund positions in Q3 2014 and 2 closed out, a net change of +2 holders.
  • The largest Aberdeen Municipal Income Fund buyer in Q3 2014 was Wolverine Asset Management, an estimated $846K added.
  • The largest Aberdeen Municipal Income Fund seller in Q3 2014 was UBS, an estimated $534K sold.

Based on aggregated 13F filings for Q3 2014.