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MFM

Aberdeen Municipal Income Fund

82 hedge funds and large institutions have $70.1M invested in Aberdeen Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $55.4M → $70.1M (+$14.7M)

11% more funds holding

Funds holding: 7482 (+8)

3.36% more ownership

Funds ownership: 29.55%32.92% (+3.4%)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
21
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$7.85M +$518K +107,427 +8%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$7.32M +$6.83M +1,415,915 New
Bank of America
3
Bank of America
North Carolina
$6.65M +$268K +55,453 +5%
UBS Group
4
UBS Group
Switzerland
$5.07M +$1.32M +273,361 +39%
AAM
5
Advisors Asset Management
Colorado
$4.13M -$226K -46,753 -6%
Morgan Stanley
6
Morgan Stanley
New York
$3.91M -$4.24M -878,047 -54%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.87M +$1.57M +325,594 +141%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.42M +$1.43M +296,560 +173%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$2.16M +$2.01M +417,243 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.09M +$74.6K +15,462 +4%
LSC
11
Logan Stone Capital
Illinois
$1.99M +$66.4K +13,769 +4%
MSL
12
Mackay Shields LLC
New York
$1.72M
VanEck Associates
13
VanEck Associates
New York
$1.59M +$157K +32,633 +12%
RCM
14
Rivernorth Capital Management
Florida
$1.48M -$575K -119,273 -29%
RCM
15
Robinson Capital Management
Michigan
$1.37M +$1.28M +265,180 New
LPL Financial
16
LPL Financial
California
$1.13M -$135K -28,046 -11%
EDRIA
17
Edmonds Duncan Registered Investment Advisors
Kansas
$1.1M +$15.8K +3,273 +2%
GC
18
Guggenheim Capital
Illinois
$1.07M -$32.4K -6,719 -3%
PAG
19
Private Advisor Group
New Jersey
$892K +$832K +172,504 New
Wells Fargo
20
Wells Fargo
California
$814K -$321K -66,592 -30%
Truist Financial
21
Truist Financial
North Carolina
$785K -$95.5K -19,800 -12%
CIA
22
Capital Investment Advisors
Georgia
$732K -$26.5K -5,500 -4%
PAS
23
Park Avenue Securities
New York
$701K -$16.2K -3,350 -2%
BWG
24
Balanced Wealth Group
Ohio
$661K +$617K +127,871 New
AA
25
AQR Arbitrage
Connecticut
$655K -$156K -32,386 -20%

MFM Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Municipal Income Fund (MFM) for Q4 2023, worth a combined $70.1M — up 27% from $55.4M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MFM positions and 14 closed out — a net gain of 9 holders — while 21 added to existing stakes and 25 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $2.01M. The largest seller was Morgan Stanley, cutting an estimated $4.24M.

  • 82 institutional investors held Aberdeen Municipal Income Fund (MFM) as of Q4 2023, up from 74 in Q3 2023.
  • Funds reported $70.1M of Aberdeen Municipal Income Fund stock for Q4 2023, up 27% quarter-over-quarter.
  • 23 funds opened new Aberdeen Municipal Income Fund positions in Q4 2023 and 14 closed out, a net change of +9 holders.
  • The largest Aberdeen Municipal Income Fund buyer in Q4 2023 was Thomas J. Herzfeld Advisors, an estimated $2.01M added.
  • The largest Aberdeen Municipal Income Fund seller in Q4 2023 was Morgan Stanley, an estimated $4.24M sold.

Based on aggregated 13F filings for Q4 2023.