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RMI

RiverNorth Opportunistic Municipal Income Fund

18 hedge funds and large institutions have $19.5M invested in RiverNorth Opportunistic Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.77% less ownership

Funds ownership: 20.96%19.18% (-1.8%)

9% less capital invested

Capital invested by funds: $21.5M → $19.5M (-$2.01M)

10% less funds holding

Funds holding: 2018 (-2)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Stratos Wealth Partners
Ohio
$7.78M +$224K +14,193 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.31M -$179K -11,369 -7%
Wells Fargo
3
Wells Fargo
California
$2.1M +$50.8K +3,219 +2%
UBS Group
4
UBS Group
Switzerland
$2.02M +$106K +6,726 +6%
Morgan Stanley
5
Morgan Stanley
New York
$1.92M -$5.64K -357 -0.3%
CWS
6
Cypress Wealth Services
California
$517K
RCM
7
Robinson Capital Management
Michigan
$440K -$286K -18,110 -40%
NW
8
NewEdge Wealth
Pennsylvania
$396K
RJA
9
Raymond James & Associates
Florida
$376K -$56.9K -3,606 -13%
CIA
10
Concurrent Investment Advisors
Florida
$303K
FWM
11
Fairhaven Wealth Management
Illinois
$287K
PFS
12
Prospera Financial Services
Texas
$221K +$16K +1,012 +8%
XF
13
XML Financial
Maryland
$207K
WAM
14
Wolverine Asset Management
Illinois
$185K +$183K +11,615 New
TPWM
15
Twelve Points Wealth Management
Massachusetts
$162K
MFG
16
Mosaic Financial Group
Illinois
$159K
Osaic Holdings
17
Osaic Holdings
Arizona
$58.8K -$727K -46,078 -93%
Bank of America
18
Bank of America
North Carolina
$28.6K -$75.2K -4,762 -73%
LSC
19
Logan Stone Capital
Illinois
-$555K -34,443 Closed
LCM
20
Landscape Capital Management
New Jersey
-$328K -20,353 Closed
WS
21
Wedbush Securities
California
-$176K -10,931 Closed

RMI Hedge Fund Activity: Q2 2024 in Review

18 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Opportunistic Municipal Income Fund (RMI) for Q2 2024, worth a combined $19.5M — down 9.4% from $21.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RMI and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was Stratos Wealth Partners, adding an estimated $224K. The largest seller was Osaic Holdings, cutting an estimated $727K.

  • 18 institutional investors held RiverNorth Opportunistic Municipal Income Fund (RMI) as of Q2 2024, down from 20 in Q1 2024.
  • Funds reported $19.5M of RiverNorth Opportunistic Municipal Income Fund stock for Q2 2024, down 9.4% quarter-over-quarter.
  • 1 fund opened new RiverNorth Opportunistic Municipal Income Fund positions in Q2 2024 and 3 closed out, a net change of -2 holders.
  • The largest RiverNorth Opportunistic Municipal Income Fund buyer in Q2 2024 was Stratos Wealth Partners, an estimated $224K added.
  • The largest RiverNorth Opportunistic Municipal Income Fund seller in Q2 2024 was Osaic Holdings, an estimated $727K sold.

Based on aggregated 13F filings for Q2 2024.