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RMM

RiverNorth Managed Duration Municipal Income Fund

25 hedge funds and large institutions have $51.3M invested in RiverNorth Managed Duration Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% less ownership

Funds ownership: 14.09%13.12% (-0.97%)

9% less capital invested

Capital invested by funds: $56.4M → $51.3M (-$5.06M)

14% less funds holding

Funds holding: 2925 (-4)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$14.5M -$187K -8,901 -1%
UBS Group
2
UBS Group
Switzerland
$7.72M -$281K -13,349 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.45M +$303K +14,409 +4%
Wells Fargo
4
Wells Fargo
California
$4.45M -$493K -23,439 -9%
Morgan Stanley
5
Morgan Stanley
New York
$4.36M -$2.74M -130,421 -37%
Stifel Financial
6
Stifel Financial
Missouri
$2.32M -$45.2K -2,148 -2%
WWMSC
7
Wagner Wealth Management (South Carolina)
South Carolina
$1.44M -$277K -13,172 -15%
Truist Financial
8
Truist Financial
North Carolina
$1.2M +$103K +4,881 +9%
ACM
9
AlphaStar Capital Management
North Carolina
$963K +$1.03M +49,185 New
SIC
10
Samalin Investment Counsel
New York
$900K -$24.5K -1,166 -3%
MC
11
Moors & Cabot
Massachusetts
$739K +$337K +16,000 +76%
AWM
12
AE Wealth Management
Kansas
$724K -$13.1K -624 -2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$698K +$70K +3,329 +10%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$527K
Osaic Holdings
15
Osaic Holdings
Arizona
$502K -$99.4K -4,728 -16%
HWM
16
Howard Wealth Management
Connecticut
$502K +$59.2K +2,815 +13%
KCPG
17
Kavar Capital Partners Group
Kansas
$459K +$486K +23,100 New
WS
18
Wedbush Securities
California
$445K -$87.3K -4,150 -16%
XF
19
XML Financial
Maryland
$374K +$396K +18,850 New
USCWA
20
U.S. Capital Wealth Advisors
Texas
$329K +$349K +16,580 New
HI
21
Harbour Investments
Wisconsin
$280K +$85.8K +4,077 +41%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$275K +$292K +13,871 New
NFG
23
Next Financial Group
Texas
$117K +$18.9K +900 +18%
Bank of America
24
Bank of America
North Carolina
$56K
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$29K

RMM Hedge Fund Activity: Q3 2021 in Review

25 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Managed Duration Municipal Income Fund (RMM) for Q3 2021, worth a combined $51.3M — down 9% from $56.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RMM and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 7 added.

The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $1.03M. The largest seller was Morgan Stanley, cutting an estimated $2.74M.

  • 25 institutional investors held RiverNorth Managed Duration Municipal Income Fund (RMM) as of Q3 2021, down from 29 in Q2 2021.
  • Funds reported $51.3M of RiverNorth Managed Duration Municipal Income Fund stock for Q3 2021, down 9% quarter-over-quarter.
  • 5 funds opened new RiverNorth Managed Duration Municipal Income Fund positions in Q3 2021 and 8 closed out, a net change of -3 holders.
  • The largest RiverNorth Managed Duration Municipal Income Fund buyer in Q3 2021 was AlphaStar Capital Management, an estimated $1.03M added.
  • The largest RiverNorth Managed Duration Municipal Income Fund seller in Q3 2021 was Morgan Stanley, an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2021.