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MFM

Aberdeen Municipal Income Fund
MFM

46 hedge funds and large institutions have $18.4M invested in Aberdeen Municipal Income Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

34% more capital invested

Capital invested by funds: $13.7M → $18.4M (+$4.67M)

21% more funds holding

Funds holding: 38 → 46 (+8)

1.64% more ownership

Funds ownership: 5.07% → 6.71% (+1.6%)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.34M
2
AAM
Advisors Asset Management
Colorado
+$1.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$558K
4
Wells Fargo
Wells Fargo
California
+$416K
5
GC
Guggenheim Capital
Illinois
+$354K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$531K
2
Allianz Asset Management
Allianz Asset Management
Germany
-$352K
3
HK
Horizon Kinetics
New York
-$93K
4
Bank of America
Bank of America
North Carolina
-$56.5K
5
DA
Doliver Advisors
Texas
-$27.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$85K -$27.3K -4,163 -24%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$83K +$8.31K +1,265 +11%
WA
28
WESPAC Advisors
California
$81K – – –
PHS
29
Pekin Hardy Strauss
Illinois
$81K +$79.8K +12,144 New
ANB
30
Amarillo National Bank
Texas
$76K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$73K – – –
RFC
32
Regions Financial Corp
Alabama
$70K – – –
RT
33
Reliance Trust
Georgia
$69K – – –
SBH
34
Segall Bryant & Hamill
Illinois
$66K – – –
PAI
35
Pittenger & Anderson Inc
Nebraska
$53K – – –
Creative Planning
36
Creative Planning
Kansas
$48K +$9.85K +1,500 +26%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$25K +$25K +3,800 New
NFG
38
Next Financial Group
Texas
$23K – – –
TCOV
39
Trust Company of Vermont
Vermont
$17K – – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$13K – – –
MFS
41
MSI Financial Services
Massachusetts
$9K -$1.64K -250 -16%
JFA
42
JNBA Financial Advisors
Minnesota
$8K – – –
FCCM
43
First City Capital Management
Georgia
$6.64K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$4K – – –
FNBT
45
FineMark National Bank & Trust
Florida
$4K – – –
BRWA
46
B. Riley Wealth Advisors
Florida
$3 +$3.28K +500 New
Allianz Asset Management
47
Allianz Asset Management
Germany
– -$352K -53,800 Closed
HK
48
Horizon Kinetics
New York
– -$93K -14,211 Closed
1
2

MFM Hedge Fund Activity: Q4 2014 in Review

46 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Municipal Income Fund (MFM) for Q4 2014, worth a combined $18.4M — up 34% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MFM positions and 2 closed out — a net gain of 9 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.34M. The largest seller was Wolverine Asset Management, cutting an estimated $531K.

  • 46 institutional investors held Aberdeen Municipal Income Fund (MFM) as of Q4 2014, up from 38 in Q3 2014.
  • Funds reported $18.4M of Aberdeen Municipal Income Fund stock for Q4 2014, up 34% quarter-over-quarter.
  • 11 funds opened new Aberdeen Municipal Income Fund positions in Q4 2014 and 2 closed out, a net change of +9 holders.
  • The largest Aberdeen Municipal Income Fund buyer in Q4 2014 was Morgan Stanley, an estimated $1.34M added.
  • The largest Aberdeen Municipal Income Fund seller in Q4 2014 was Wolverine Asset Management, an estimated $531K sold.

Based on aggregated 13F filings for Q4 2014.