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RMM

RiverNorth Managed Duration Municipal Income Fund

28 hedge funds and large institutions have $29.9M invested in RiverNorth Managed Duration Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

0.28% less ownership

Funds ownership: 9.88%9.61% (-0.28%)

7% less funds holding

Funds holding: 3028 (-2)

11% less capital invested

Capital invested by funds: $33.5M → $29.9M (-$3.6M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.78M +$210K +13,141 +4%
Morgan Stanley
2
Morgan Stanley
New York
$4.75M +$503K +31,395 +12%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.53M +$616K +38,500 +21%
Wells Fargo
4
Wells Fargo
California
$2.73M -$627K -39,146 -18%
Stifel Financial
5
Stifel Financial
Missouri
$2.51M +$17.6K +1,100 +0.7%
SWP
6
Stratos Wealth Partners
Ohio
$1.83M +$586K +36,585 +46%
MC
7
Moors & Cabot
Massachusetts
$1.3M +$440K +27,500 +50%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.24M +$750K +46,841 +149%
SIC
9
Samalin Investment Counsel
New York
$711K +$47.9K +2,991 +7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$689K +$49.9K +3,117 +7%
Truist Financial
11
Truist Financial
North Carolina
$599K -$144K -8,987 -19%
WWMSC
12
Wagner Wealth Management (South Carolina)
South Carolina
$534K -$159K -9,925 -23%
Bank of America
13
Bank of America
North Carolina
$465K -$3.2K -200 -0.7%
AWM
14
AE Wealth Management
Kansas
$457K -$233K -14,550 -33%
HWM
15
Howard Wealth Management
Connecticut
$430K -$43.4K -2,710 -9%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$361K +$98.4K +6,145 +37%
KCPG
17
Kavar Capital Partners Group
Kansas
$353K +$358K +22,350 New
LPL Financial
18
LPL Financial
California
$345K +$120K +7,495 +52%
VCP
19
Verus Capital Partners
Arizona
$237K
TPWM
20
Twelve Points Wealth Management
Massachusetts
$223K
MA
21
Mutual Advisors
Nebraska
$219K +$24K +1,500 +12%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$200K -$131K -8,210 -39%
WS
23
Wedbush Securities
California
$165K -$42.1K -2,631 -20%
SPIA
24
Steward Partners Investment Advisory
New York
$140K +$24.2K +1,514 +21%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$78K +$38.4K +2,400 +92%

RMM Hedge Fund Activity: Q2 2022 in Review

28 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Managed Duration Municipal Income Fund (RMM) for Q2 2022, worth a combined $29.9M — down 11% from $33.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RMM and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was Osaic Holdings, adding an estimated $750K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $2.37M sold.

  • 28 institutional investors held RiverNorth Managed Duration Municipal Income Fund (RMM) as of Q2 2022, down from 30 in Q1 2022.
  • Funds reported $29.9M of RiverNorth Managed Duration Municipal Income Fund stock for Q2 2022, down 11% quarter-over-quarter.
  • 4 funds opened new RiverNorth Managed Duration Municipal Income Fund positions in Q2 2022 and 6 closed out, a net change of -2 holders.
  • The largest RiverNorth Managed Duration Municipal Income Fund buyer in Q2 2022 was Osaic Holdings, an estimated $750K added.
  • The largest RiverNorth Managed Duration Municipal Income Fund seller in Q2 2022 was Karpus Investment Management, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2022.