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RFM

RiverNorth Flexible Municipal Income Fund

20 hedge funds and large institutions have $14.5M invested in RiverNorth Flexible Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.5% less ownership

Funds ownership: 13.25%12.75% (-0.5%)

18% less capital invested

Capital invested by funds: $17.8M → $14.5M (-$3.26M)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$3.89M -$158K -7,837 -4%
Wells Fargo
2
Wells Fargo
California
$2.33M +$744K +36,948 +42%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.01M +$47.7K +2,370 +2%
UBS Group
4
UBS Group
Switzerland
$1.51M +$376K +18,671 +30%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$758K -$1.58M -78,213 -66%
Morgan Stanley
6
Morgan Stanley
New York
$731K +$177K +8,800 +29%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$634K
WS
8
Wedbush Securities
California
$457K -$107K -5,318 -18%
RCM
9
Robinson Capital Management
Michigan
$435K
XF
10
XML Financial
Maryland
$352K +$144K +7,150 +61%
CIC
11
Carnegie Investment Counsel
Ohio
$279K
LSC
12
Logan Stone Capital
Illinois
$245K +$72.4K +3,593 +37%
CA
13
Cetera Advisors
Colorado
$230K +$250K +12,388 New
Citadel Advisors
14
Citadel Advisors
Florida
$208K +$226K +11,203 New
Bank of America
15
Bank of America
North Carolina
$198K +$215K +10,650 New
SWM
16
Spire Wealth Management
Virginia
$173K +$14.1K +700 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$55K -$49.1K -2,436 -45%
RCM
18
Raleigh Capital Management
North Carolina
$10K +$11.1K +550 New
IA
19
IFP Advisors
Florida
$4K +$201 +10 New
APA
20
American Portfolios Advisors
New York
$372 +$403 +20 New
TJHA
21
Thomas J. Herzfeld Advisors
Florida
-$618K -28,200 Closed
ACA
22
Ackerman Capital Advisors
Texas
-$250K -11,414 Closed
SFG
23
StrategIQ Financial Group
Indiana
-$200K -9,140 Closed
CFO
24
CVA Family Office
Colorado
-$16K -740 Closed
WAM
25
Wolverine Asset Management
Illinois
-$4K -200 Closed

RFM Hedge Fund Activity: Q1 2022 in Review

20 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Flexible Municipal Income Fund (RFM) for Q1 2022, worth a combined $14.5M — down 18% from $17.8M a quarter earlier.

Fund positioning in RFM was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 7 added to existing stakes and 4 trimmed.

The largest buyer was Wells Fargo, adding an estimated $744K. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.58M.

  • 20 institutional investors held RiverNorth Flexible Municipal Income Fund (RFM) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $14.5M of RiverNorth Flexible Municipal Income Fund stock for Q1 2022, down 18% quarter-over-quarter.
  • 6 funds opened new RiverNorth Flexible Municipal Income Fund positions in Q1 2022 and 6 closed out, a net change of 0 holders.
  • The largest RiverNorth Flexible Municipal Income Fund buyer in Q1 2022 was Wells Fargo, an estimated $744K added.
  • The largest RiverNorth Flexible Municipal Income Fund seller in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2022.