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MFM

Aberdeen Municipal Income Fund

66 hedge funds and large institutions have $39.1M invested in Aberdeen Municipal Income Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

3% more capital invested

Capital invested by funds: $38.1M → $39.1M (+$988K)

0.29% more ownership

Funds ownership: 13.15%13.43% (+0.29%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1% less funds holding

Funds holding: 6766 (-1)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$408K +$71.5K +10,170 +21%
PAS
27
Park Avenue Securities
New York
$408K +$72.9K +10,368 +22%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$346K +$12.2K +1,730 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$311K +$31.2K +4,436 +11%
WCM
30
WealthBridge Capital Management
Ohio
$303K +$110K +15,657 +57%
RWP
31
RWA Wealth Partners
Massachusetts
$277K
APA
32
American Portfolios Advisors
New York
$247K -$16.1K -2,290 -6%
PAS
33
Partnervest Advisory Services
California
$247K
EW
34
Evoke Wealth
California
$236K
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$164K
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$130K -$30.2K -4,292 -19%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$122K
CAN
38
Cetera Advisor Networks
California
$101K
RJT
39
Raymond James Trust
Florida
$98K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$89K
LPL Financial
41
LPL Financial
California
$87K
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$85K
ICMP
43
Integrated Capital Management (Pennsylvania)
Pennsylvania
$81K +$80.6K +11,460 New
Creative Planning
44
Creative Planning
Kansas
$79K -$5.28K -750 -6%
DC
45
Davenport & Co
Virginia
$79K +$78.2K +11,116 New
SS
46
Sunbelt Securities
Texas
$76K +$28 +4 +0%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$75K
SBH
48
Segall Bryant & Hamill
Illinois
$71K
FIA
49
FNY Investment Advisers
New York
$51K +$50.9K +7,238 New
Cohen & Steers
50
Cohen & Steers
New York
$41K

MFM Hedge Fund Activity: Q4 2019 in Review

66 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Municipal Income Fund (MFM) for Q4 2019, worth a combined $39.1M — up 2.6% from $38.1M a quarter earlier.

Fund positioning in MFM was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 24 added to existing stakes and 11 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $343K. The largest seller was Raymond James & Associates, cutting an estimated $288K.

  • 66 institutional investors held Aberdeen Municipal Income Fund (MFM) as of Q4 2019, down from 67 in Q3 2019.
  • Funds reported $39.1M of Aberdeen Municipal Income Fund stock for Q4 2019, up 2.6% quarter-over-quarter.
  • 5 funds opened new Aberdeen Municipal Income Fund positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest Aberdeen Municipal Income Fund buyer in Q4 2019 was Janney Montgomery Scott, an estimated $343K added.
  • The largest Aberdeen Municipal Income Fund seller in Q4 2019 was Raymond James & Associates, an estimated $288K sold.

Based on aggregated 13F filings for Q4 2019.