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RFM

RiverNorth Flexible Municipal Income Fund

16 hedge funds and large institutions have $10.5M invested in RiverNorth Flexible Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.5% less ownership

Funds ownership: 12.75%10.25% (-2.5%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

20% less funds holding

Funds holding: 2016 (-4)

28% less capital invested

Capital invested by funds: $14.5M → $10.5M (-$4.01M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
6
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
$1.88M -$1.67M -96,557 -46%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.7M -$111K -6,443 -6%
UBS Group
3
UBS Group
Switzerland
$1.69M +$352K +20,397 +25%
Wells Fargo
4
Wells Fargo
California
$1.49M -$627K -36,299 -29%
WS
5
Wedbush Securities
California
$975K +$584K +33,804 +138%
Morgan Stanley
6
Morgan Stanley
New York
$837K +$186K +10,786 +27%
RCM
7
Robinson Capital Management
Michigan
$430K +$32.2K +1,865 +8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$420K -$154K -8,923 -26%
LPL Financial
9
LPL Financial
California
$372K +$384K +22,270 New
CIC
10
Carnegie Investment Counsel
Ohio
$251K
Bank of America
11
Bank of America
North Carolina
$207K +$30.2K +1,750 +16%
SWM
12
Spire Wealth Management
Virginia
$155K
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$62K -$640K -37,072 -91%
Osaic Holdings
14
Osaic Holdings
Arizona
$12K -$39.1K -2,264 -76%
IA
15
IFP Advisors
Florida
$4K
Bessemer Group
16
Bessemer Group
New Jersey
$2K +$2.33K +135 New
XF
17
XML Financial
Maryland
-$352K -18,930 Closed
LSC
18
Logan Stone Capital
Illinois
-$245K -13,175 Closed
CA
19
Cetera Advisors
Colorado
-$230K -12,388 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$208K -11,203 Closed
RCM
21
Raleigh Capital Management
North Carolina
-$10K -550 Closed
APA
22
American Portfolios Advisors
New York
-$372 -20 Closed

RFM Hedge Fund Activity: Q2 2022 in Review

16 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Flexible Municipal Income Fund (RFM) for Q2 2022, worth a combined $10.5M — down 28% from $14.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RFM and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Wedbush Securities, adding an estimated $584K. The largest seller was Karpus Investment Management, cutting an estimated $1.67M.

  • 16 institutional investors held RiverNorth Flexible Municipal Income Fund (RFM) as of Q2 2022, down from 20 in Q1 2022.
  • Funds reported $10.5M of RiverNorth Flexible Municipal Income Fund stock for Q2 2022, down 28% quarter-over-quarter.
  • 2 funds opened new RiverNorth Flexible Municipal Income Fund positions in Q2 2022 and 6 closed out, a net change of -4 holders.
  • The largest RiverNorth Flexible Municipal Income Fund buyer in Q2 2022 was Wedbush Securities, an estimated $584K added.
  • The largest RiverNorth Flexible Municipal Income Fund seller in Q2 2022 was Karpus Investment Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2022.