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RMI

RiverNorth Opportunistic Municipal Income Fund

20 hedge funds and large institutions have $21.5M invested in RiverNorth Opportunistic Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

5% more funds holding

Funds holding: 1920 (+1)

2.43% less ownership

Funds ownership: 23.39%20.96% (-2.4%)

5% less capital invested

Capital invested by funds: $22.7M → $21.5M (-$1.25M)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Stratos Wealth Partners
Ohio
$7.64M -$5.44K -341 -0.1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.52M -$53.7K -3,363 -2%
Wells Fargo
3
Wells Fargo
California
$2.08M +$308K +19,300 +18%
Morgan Stanley
4
Morgan Stanley
New York
$1.94M -$1.95M -122,005 -50%
UBS Group
5
UBS Group
Switzerland
$1.94M +$122K +7,641 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$801K +$150K +9,418 +23%
RCM
7
Robinson Capital Management
Michigan
$707K +$10.8K +676 +1%
LSC
8
Logan Stone Capital
Illinois
$555K -$350K -21,898 -39%
CWS
9
Cypress Wealth Services
California
$523K
RJA
10
Raymond James & Associates
Florida
$439K +$56.7K +3,554 +15%
NW
11
NewEdge Wealth
Pennsylvania
$385K
LCM
12
Landscape Capital Management
New Jersey
$328K -$141K -8,838 -30%
CIA
13
Concurrent Investment Advisors
Florida
$307K
FWM
14
Fairhaven Wealth Management
Illinois
$290K +$288K +18,021 New
XF
15
XML Financial
Maryland
$209K -$44.7K -2,800 -18%
PFS
16
Prospera Financial Services
Texas
$207K +$9.16K +574 +5%
WS
17
Wedbush Securities
California
$176K +$174K +10,931 New
TPWM
18
Twelve Points Wealth Management
Massachusetts
$164K
MFG
19
Mosaic Financial Group
Illinois
$161K +$160K +10,000 New
Bank of America
20
Bank of America
North Carolina
$106K +$52.2K +3,272 +99%
WAM
21
Wolverine Asset Management
Illinois
-$970K -63,712 Closed
ARC
22
Advisor Resource Council
Texas
-$240K -15,750 Closed

RMI Hedge Fund Activity: Q1 2024 in Review

20 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Opportunistic Municipal Income Fund (RMI) for Q1 2024, worth a combined $21.5M — down 5.5% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RMI positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Wells Fargo, adding an estimated $308K. The largest seller was Morgan Stanley, cutting an estimated $1.95M.

  • 20 institutional investors held RiverNorth Opportunistic Municipal Income Fund (RMI) as of Q1 2024, up from 19 in Q4 2023.
  • Funds reported $21.5M of RiverNorth Opportunistic Municipal Income Fund stock for Q1 2024, down 5.5% quarter-over-quarter.
  • 3 funds opened new RiverNorth Opportunistic Municipal Income Fund positions in Q1 2024 and 2 closed out, a net change of +1 holder.
  • The largest RiverNorth Opportunistic Municipal Income Fund buyer in Q1 2024 was Wells Fargo, an estimated $308K added.
  • The largest RiverNorth Opportunistic Municipal Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2024.