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MZF

Managed Duration Inv Grd Muni Fd
MZF

Delisted

MZF was delisted on the 3rd of August, 2018.

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17 hedge funds and large institutions have $14M invested in Managed Duration Inv Grd Muni Fd in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $12.1M → $14M (+$1.93M)

6% more funds holding

Funds holding: 16 → 17 (+1)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NL
NWAM LLC
Washington
+$1.18M
2
ACM
Ashford Capital Management
Delaware
+$1.03M
3
ICAS
Investors Capital Advisory Services
Massachusetts
+$315K
4
TC
TFS Capital
Pennsylvania
+$184K
5
Morgan Stanley
Morgan Stanley
New York
+$90.9K

Top Sellers

1
VKH
Virtu KCG Holdings
New York
-$386K
2
Comerica Bank
Comerica Bank
Texas
-$145K
3
HK
Horizon Kinetics
New York
-$127K
4
TRCT
Tower Research Capital (TRC)
New York
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Ashford Capital Management
Delaware
$5.35M +$1.03M +76,070 +24%
Morgan Stanley
2
Morgan Stanley
New York
$2M +$90.9K +6,695 +5%
HK
3
Horizon Kinetics
New York
$1.3M -$127K -9,380 -9%
SIA
4
Sit Investment Associates
Minnesota
$1.29M – – –
NL
5
NWAM LLC
Washington
$1.16M +$1.18M +86,770 New
N
6
Nuveen
North Carolina
$571K – – –
TCM
7
Tradewinds Capital Management
Washington
$544K – – –
Wells Fargo
8
Wells Fargo
California
$399K +$41.2K +3,038 +11%
Invesco
9
Invesco
Georgia
$324K – – –
ICAS
10
Investors Capital Advisory Services
Massachusetts
$310K +$315K +23,209 New
Goldman Sachs
11
Goldman Sachs
New York
$282K – – –
TC
12
TFS Capital
Pennsylvania
$181K +$184K +13,557 New
Bank of America
13
Bank of America
North Carolina
$148K +$79.1K +5,828 +111%
WAM
14
Wolverine Asset Management
Illinois
$63K +$64.1K +4,724 New
U
15
UBS
Switzerland
$37K +$19.7K +1,448 +109%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13K – – –
HCM
17
Highlander Capital Management
New Jersey
$5.54K – – –
Creative Planning
18
Creative Planning
Kansas
$4K – – –
VKH
19
Virtu KCG Holdings
New York
– -$386K -28,037 Closed
Comerica Bank
20
Comerica Bank
Texas
– -$145K -10,529 Closed
TRCT
21
Tower Research Capital (TRC)
New York
– -$1K -100 Closed

MZF Hedge Fund Activity: Q3 2014 in Review

17 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Managed Duration Inv Grd Muni Fd (MZF) for Q3 2014, worth a combined $14M — up 16% from $12.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MZF positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.

The largest buyer was NWAM LLC, opening a new position worth an estimated $1.18M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $386K sold.

  • 17 institutional investors held Managed Duration Inv Grd Muni Fd (MZF) as of Q3 2014, up from 16 in Q2 2014.
  • Funds reported $14M of Managed Duration Inv Grd Muni Fd stock for Q3 2014, up 16% quarter-over-quarter.
  • 4 funds opened new Managed Duration Inv Grd Muni Fd positions in Q3 2014 and 3 closed out, a net change of +1 holder.
  • The largest Managed Duration Inv Grd Muni Fd buyer in Q3 2014 was NWAM LLC, an estimated $1.18M added.
  • The largest Managed Duration Inv Grd Muni Fd seller in Q3 2014 was Virtu KCG Holdings, an estimated $386K sold.

Based on aggregated 13F filings for Q3 2014.