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RFM

RiverNorth Flexible Municipal Income Fund

19 hedge funds and large institutions have $10.1M invested in RiverNorth Flexible Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.44% less ownership

Funds ownership: 11.66%10.22% (-1.4%)

8% less capital invested

Capital invested by funds: $11M → $10.1M (-$898K)

89% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 9

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
1
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$2.3M -$68.8K -4,360 -3%
UBS Group
2
UBS Group
Switzerland
$1.58M -$196K -12,409 -11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.12M -$295K -18,712 -21%
WS
4
Wedbush Securities
California
$1M -$3.04K -193 -0.3%
Morgan Stanley
5
Morgan Stanley
New York
$910K -$600K -38,054 -40%
LPL Financial
6
LPL Financial
California
$776K -$27.1K -1,716 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$360K +$36.9K +2,338 +12%
RJA
8
Raymond James & Associates
Florida
$349K -$37.6K -2,385 -10%
FWM
9
Fairhaven Wealth Management
Illinois
$297K +$288K +18,236 New
Stifel Financial
10
Stifel Financial
Missouri
$283K
CIA
11
Capital Investment Advisors
Georgia
$272K
CIC
12
Carnegie Investment Counsel
Ohio
$244K
P
13
&Partners
Tennessee
$229K -$39.4K -2,500 -15%
BRWA
14
B. Riley Wealth Advisors
Florida
$180K +$198K +12,571 New
NA
15
NewEdge Advisors
Louisiana
$82.3K +$79.8K +5,060 New
WT
16
Whittier Trust
California
$81.3K +$78.9K +5,000 New
SWM
17
Spire Wealth Management
Virginia
$40.6K -$15.8K -1,000 -29%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$10.8K +$10.6K +670 New
SIS
19
Sound Income Strategies
Florida
$9.76K
RP
20
Riverbridge Partners
Minnesota
-$528K -34,119 Closed
LSC
21
Logan Stone Capital
Illinois
-$224K -14,448 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
-$18.3K -1,184 Closed
ASN
23
Advisory Services Network
Georgia
-$12.9K -833 Closed
JP Morgan Chase
24
JP Morgan Chase
New York
-$2.82K -182 Closed

RFM Hedge Fund Activity: Q1 2024 in Review

19 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Flexible Municipal Income Fund (RFM) for Q1 2024, worth a combined $10.1M — down 8.1% from $11M a quarter earlier.

Fund positioning in RFM was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 1 added to existing stakes and 9 trimmed.

The largest buyer was Fairhaven Wealth Management, opening a new position worth an estimated $288K. The largest seller was Morgan Stanley, cutting an estimated $600K.

  • 19 institutional investors held RiverNorth Flexible Municipal Income Fund (RFM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $10.1M of RiverNorth Flexible Municipal Income Fund stock for Q1 2024, down 8.1% quarter-over-quarter.
  • 5 funds opened new RiverNorth Flexible Municipal Income Fund positions in Q1 2024 and 5 closed out, a net change of 0 holders.
  • The largest RiverNorth Flexible Municipal Income Fund buyer in Q1 2024 was Fairhaven Wealth Management, an estimated $288K added.
  • The largest RiverNorth Flexible Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $600K sold.

Based on aggregated 13F filings for Q1 2024.