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RMI

RiverNorth Opportunistic Municipal Income Fund

19 hedge funds and large institutions have $22.7M invested in RiverNorth Opportunistic Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

30% more capital invested

Capital invested by funds: $17.5M → $22.7M (+$5.22M)

4.4% more ownership

Funds ownership: 18.99%23.39% (+4.4%)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Stratos Wealth Partners
Ohio
$7.23M -$243K -16,620 -3%
Morgan Stanley
2
Morgan Stanley
New York
$3.7M +$2.34M +159,744 +192%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.44M +$220K +15,005 +10%
UBS Group
4
UBS Group
Switzerland
$1.72M +$18.5K +1,264 +1%
Wells Fargo
5
Wells Fargo
California
$1.67M +$152K +10,366 +10%
WAM
6
Wolverine Asset Management
Illinois
$970K +$803K +54,892 +622%
LSC
7
Logan Stone Capital
Illinois
$858K +$824K +56,341 New
RCM
8
Robinson Capital Management
Michigan
$687K +$659K +45,081 New
Osaic Holdings
9
Osaic Holdings
Arizona
$615K +$149K +10,160 +34%
CWS
10
Cypress Wealth Services
California
$495K
LCM
11
Landscape Capital Management
New Jersey
$445K +$427K +29,191 New
NW
12
NewEdge Wealth
Pennsylvania
$379K -$22.6K -1,542 -6%
RJA
13
Raymond James & Associates
Florida
$361K +$1.4K +96 +0.4%
CIA
14
Concurrent Investment Advisors
Florida
$290K +$279K +19,045 New
XF
15
XML Financial
Maryland
$241K -$124K -8,500 -35%
ARC
16
Advisor Resource Council
Texas
$240K +$230K +15,750 New
PFS
17
Prospera Financial Services
Texas
$187K -$7.74K -529 -4%
TPWM
18
Twelve Points Wealth Management
Massachusetts
$155K -$132 -9 -0.1%
Bank of America
19
Bank of America
North Carolina
$50.1K
AAM
20
Advisors Asset Management
Colorado
-$998K -69,471 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$228K -15,875 Closed
LPL Financial
22
LPL Financial
California
-$194K -13,519 Closed
CWA
23
CM Wealth Advisors
Ohio
-$250K -9,785 Closed
GI
24
Gradient Investments
Minnesota
-$7.18K -500 Closed

RMI Hedge Fund Activity: Q4 2023 in Review

19 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Opportunistic Municipal Income Fund (RMI) for Q4 2023, worth a combined $22.7M — up 30% from $17.5M a quarter earlier.

Fund positioning in RMI was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.34M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $998K sold.

  • 19 institutional investors held RiverNorth Opportunistic Municipal Income Fund (RMI) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $22.7M of RiverNorth Opportunistic Municipal Income Fund stock for Q4 2023, up 30% quarter-over-quarter.
  • 5 funds opened new RiverNorth Opportunistic Municipal Income Fund positions in Q4 2023 and 5 closed out, a net change of 0 holders.
  • The largest RiverNorth Opportunistic Municipal Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.34M added.
  • The largest RiverNorth Opportunistic Municipal Income Fund seller in Q4 2023 was Advisors Asset Management, an estimated $998K sold.

Based on aggregated 13F filings for Q4 2023.