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MFM

Aberdeen Municipal Income Fund
MFM

49 hedge funds and large institutions have $28.8M invested in Aberdeen Municipal Income Fund in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

32% more funds holding

Funds holding: 37 → 49 (+12)

1.09% more ownership

Funds ownership: 9.46% → 10.55% (+1.1%)

1% less capital invested

Capital invested by funds: $29.1M → $28.8M (-$283K)

Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
15
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$950K
2
RCM
Robinson Capital Management
Michigan
+$903K
3
CCB
Cutter & Co Brokerage
Missouri
+$573K
4
UBS Group
UBS Group
Switzerland
+$427K
5
AIA
Allegis Investment Advisors
Idaho
+$343K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$944K
2
GC
Guggenheim Capital
Illinois
-$382K
3
VanEck Associates
VanEck Associates
New York
-$317K
4
CRC
Curi RMB Capital
Illinois
-$230K
5
IA
IFP Advisors
Florida
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$133K +$1.87K +272 +1%
PAS
27
Partnervest Advisory Services
California
$106K -$13.1K -1,913 -11%
Creative Planning
28
Creative Planning
Kansas
$95K +$27.5K +4,000 +39%
Squarepoint
29
Squarepoint
New York
$95K +$98.2K +14,300 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$92K +$625 +91 +0.7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$82K +$151 +22 +0.2%
VKH
32
Virtu KCG Holdings
New York
$79K +$81.5K +11,863 New
SCA
33
Snowden Capital Advisors
New York
$76.5K +$79.3K +11,544 New
BFA
34
Beaumont Financial Advisors
Massachusetts
$71K +$73.8K +10,747 New
AT
35
Arden Trust
Delaware
$69K – – –
SBH
36
Segall Bryant & Hamill
Illinois
$66K – – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$66K +$68.8K +10,023 New
PAI
38
Pittenger & Anderson Inc
Nebraska
$53K – – –
CCM
39
Cribstone Capital Management
Maine
$52K – – –
NFG
40
Next Financial Group
Texas
$30K – – –
OC
41
Oakworth Capital
Alabama
$20K +$20.6K +3,000 New
GWM
42
Geneos Wealth Management
Colorado
$19K -$3.43K -500 -15%
TCOV
43
Trust Company of Vermont
Vermont
$17K – – –
JFA
44
JNBA Financial Advisors
Minnesota
$8K +$8.21K +1,195 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$4K – – –
AAP
46
Arax Advisory Partners
Colorado
$3K +$2.75K +400 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.75K +400 New
TWA
48
TCI Wealth Advisors
Arizona
$3K +$3.43K +500 New
TFA
49
Transamerica Financial Advisors
Florida
$2K +$1.54K +224 New
CRC
50
Curi RMB Capital
Illinois
– -$230K -30,743 Closed
1
2
3

MFM Hedge Fund Activity: Q4 2016 in Review

49 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Municipal Income Fund (MFM) for Q4 2016, worth a combined $28.8M — down 0.97% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MFM positions and 3 closed out — a net gain of 13 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $950K. The largest seller was Wells Fargo, cutting an estimated $944K.

  • 49 institutional investors held Aberdeen Municipal Income Fund (MFM) as of Q4 2016, up from 37 in Q3 2016.
  • Funds reported $28.8M of Aberdeen Municipal Income Fund stock for Q4 2016, down 0.97% quarter-over-quarter.
  • 16 funds opened new Aberdeen Municipal Income Fund positions in Q4 2016 and 3 closed out, a net change of +13 holders.
  • The largest Aberdeen Municipal Income Fund buyer in Q4 2016 was Invesco, an estimated $950K added.
  • The largest Aberdeen Municipal Income Fund seller in Q4 2016 was Wells Fargo, an estimated $944K sold.

Based on aggregated 13F filings for Q4 2016.