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MFM

Aberdeen Municipal Income Fund

62 hedge funds and large institutions have $36.9M invested in Aberdeen Municipal Income Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 6262 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.7% less ownership

Funds ownership: 13.54%12.84% (-0.7%)

4% less capital invested

Capital invested by funds: $38.5M → $36.9M (-$1.6M)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
62
Holders Change
Holders Change %
0%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$380K +$375K +54,400 New
PPA
27
Parametric Portfolio Associates
Washington
$345K -$767K -111,407 -69%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$329K +$482 +70 +0.1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$291K +$31.7K +4,603 +12%
RWP
30
RWA Wealth Partners
Massachusetts
$274K
APA
31
American Portfolios Advisors
New York
$260K +$67.5K +9,807 +36%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$256K -$9.5K -1,380 -4%
PAS
33
Partnervest Advisory Services
California
$244K -$115K -16,652 -32%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$170K -$40.6K -5,901 -19%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$162K
WCM
36
WealthBridge Capital Management
Ohio
$135K -$26.5K -3,843 -15%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$112K -$23.4K -3,400 -18%
CB
38
Commerce Bank
Missouri
$105K +$103K +15,000 New
CAN
39
Cetera Advisor Networks
California
$96K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$88K +$9.14K +1,328 +12%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$84K
Creative Planning
42
Creative Planning
Kansas
$80K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$75K
SBH
44
Segall Bryant & Hamill
Illinois
$70K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$52K
CFGS
46
Concourse Financial Group Securities
Alabama
$36K +$35.5K +5,150 New
CIAS
47
Capital Investment Advisory Services
North Carolina
$35K
BFEC
48
Benjamin F. Edwards & Company
Missouri
$33K
BFC
49
Bedel Financial Consulting
Indiana
$27K
OC
50
Oakworth Capital
Alabama
$21K

MFM Hedge Fund Activity: Q2 2019 in Review

62 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Municipal Income Fund (MFM) for Q2 2019, worth a combined $36.9M — down 4.2% from $38.5M a quarter earlier.

Fund positioning in MFM was balanced in Q2 2019: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 20 trimmed.

The largest buyer was Edmonds Duncan Registered Investment Advisors, opening a new position worth an estimated $1.05M. The largest seller was Wakefield Asset Management, cutting an estimated $855K.

  • 62 institutional investors held Aberdeen Municipal Income Fund (MFM) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $36.9M of Aberdeen Municipal Income Fund stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 5 funds opened new Aberdeen Municipal Income Fund positions in Q2 2019 and 5 closed out, a net change of 0 holders.
  • The largest Aberdeen Municipal Income Fund buyer in Q2 2019 was Edmonds Duncan Registered Investment Advisors, an estimated $1.05M added.
  • The largest Aberdeen Municipal Income Fund seller in Q2 2019 was Wakefield Asset Management, an estimated $855K sold.

Based on aggregated 13F filings for Q2 2019.