Invesco Municipal Income Opportunities Trust
OIA
53 hedge funds and large institutions have $32.3M invested in Invesco Municipal Income Opportunities Trust in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
22% more capital invested
Capital invested by funds: $26.5M → $32.3M (+$5.83M)
4% more funds holding
Funds holding: 51 → 53 (+2)
1.08% more ownership
Funds ownership: 8.26% → 9.34% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$936K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$710K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$307K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$243K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$773K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$478K |
| 3 |
LSA
Liberty Street Advisors
New York
|
-$338K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$244K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$144K |
OIA Hedge Fund Activity: Q4 2015 in Review
53 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2015, worth a combined $32.3M — up 22% from $26.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OIA positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $936K. The largest seller was Morgan Stanley, cutting an estimated $773K.
- 53 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2015, up from 51 in Q3 2015.
- Funds reported $32.3M of Invesco Municipal Income Opportunities Trust stock for Q4 2015, up 22% quarter-over-quarter.
- 6 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2015 and 4 closed out, a net change of +2 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2015 was LPL Financial, an estimated $936K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q4 2015 was Morgan Stanley, an estimated $773K sold.
Based on aggregated 13F filings for Q4 2015.