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RMM

RiverNorth Managed Duration Municipal Income Fund

40 hedge funds and large institutions have $46M invested in RiverNorth Managed Duration Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

37% more capital invested

Capital invested by funds: $33.6M → $46M (+$12.4M)

29% more funds holding

Funds holding: 3140 (+9)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

4.03% more ownership

Funds ownership: 12.39%16.43% (+4%)

Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.13M +$4.16M +301,068 +88%
Wells Fargo
2
Wells Fargo
California
$6.45M +$1.22M +88,209 +24%
SWP
3
Stratos Wealth Partners
Ohio
$5.66M -$119K -8,581 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.57M -$116K -8,387 -3%
UBS Group
5
UBS Group
Switzerland
$2.78M -$52.1K -3,769 -2%
Stifel Financial
6
Stifel Financial
Missouri
$2.53M +$90K +6,506 +4%
LSC
7
Logan Stone Capital
Illinois
$2.07M +$2.02M +146,020 New
PMG
8
ProVise Management Group
Florida
$1.84M +$725K +52,426 +68%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.76M +$209K +15,114 +14%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$1.3M +$13.8K +1,000 +1%
LPL Financial
11
LPL Financial
California
$1.17M -$414K -29,944 -27%
LCM
12
Landscape Capital Management
New Jersey
$977K +$953K +68,913 New
EC
13
Elequin Capital
New York
$477K +$465K +33,628 New
MG
14
Marex Group
$470K +$459K +33,173 New
RJA
15
Raymond James & Associates
Florida
$460K +$4.5K +325 +1%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$454K -$567 -41 -0.1%
WAM
17
Wolverine Asset Management
Illinois
$435K +$424K +30,657 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$370K
AWE
19
Avidian Wealth Enterprises
Texas
$340K
Truist Financial
20
Truist Financial
North Carolina
$335K -$143K -10,348 -30%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$301K -$9.22K -667 -3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$297K +$290K +20,978 New
XF
23
XML Financial
Maryland
$287K +$65.7K +4,750 +31%
Nomura Holdings
24
Nomura Holdings
Japan
$261K +$255K +18,428 New
WAM
25
Weiss Asset Management
Massachusetts
$253K +$247K +17,861 New

RMM Hedge Fund Activity: Q4 2023 in Review

40 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Managed Duration Municipal Income Fund (RMM) for Q4 2023, worth a combined $46M — up 37% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RMM positions and 1 closed out — a net gain of 9 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.16M. The largest seller was LPL Financial, cutting an estimated $414K.

  • 40 institutional investors held RiverNorth Managed Duration Municipal Income Fund (RMM) as of Q4 2023, up from 31 in Q3 2023.
  • Funds reported $46M of RiverNorth Managed Duration Municipal Income Fund stock for Q4 2023, up 37% quarter-over-quarter.
  • 10 funds opened new RiverNorth Managed Duration Municipal Income Fund positions in Q4 2023 and 1 closed out, a net change of +9 holders.
  • The largest RiverNorth Managed Duration Municipal Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $4.16M added.
  • The largest RiverNorth Managed Duration Municipal Income Fund seller in Q4 2023 was LPL Financial, an estimated $414K sold.

Based on aggregated 13F filings for Q4 2023.