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RMM

RiverNorth Managed Duration Municipal Income Fund

43 hedge funds and large institutions have $49M invested in RiverNorth Managed Duration Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

7% more capital invested

Capital invested by funds: $45.8M → $49M (+$3.25M)

0.77% more ownership

Funds ownership: 15.51%16.28% (+0.77%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
18
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.98M -$156K -10,497 -2%
SWP
2
Stratos Wealth Partners
Ohio
$6.49M +$232K +15,669 +4%
Morgan Stanley
3
Morgan Stanley
New York
$5.1M -$577K -38,930 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.45M +$226K +15,202 +6%
Stifel Financial
5
Stifel Financial
Missouri
$3.66M +$751K +50,627 +27%
UBS Group
6
UBS Group
Switzerland
$3.16M +$269K +18,102 +10%
PMG
7
ProVise Management Group
Florida
$2.44M +$284K +19,149 +14%
KAS
8
Kestra Advisory Services
Texas
$2.39M +$2.32M +156,630 New
RCM
9
Robinson Capital Management
Michigan
$1.55M +$229K +15,457 +18%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$1.45M +$104K +7,040 +8%
LPL Financial
11
LPL Financial
California
$1.3M +$46.4K +3,128 +4%
LSC
12
Logan Stone Capital
Illinois
$1.11M -$100K -6,768 -8%
AAM
13
Advisors Asset Management
Colorado
$1.05M +$1.02M +68,912 New
RJA
14
Raymond James & Associates
Florida
$642K -$106K -7,112 -14%
LCM
15
Landscape Capital Management
New Jersey
$532K -$203K -13,717 -28%
Truist Financial
16
Truist Financial
North Carolina
$435K +$72.5K +4,886 +21%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$389K +$623 +42 +0.2%
AWE
18
Avidian Wealth Enterprises
Texas
$366K
XF
19
XML Financial
Maryland
$366K +$29.7K +2,000 +9%
OC
20
Oppenheimer & Co
New York
$360K
NA
21
NewEdge Advisors
Louisiana
$318K +$57.2K +3,855 +23%
FWM
22
Fairhaven Wealth Management
Illinois
$301K
BRWA
23
B. Riley Wealth Advisors
Florida
$246K -$11.4K -770 -5%
WS
24
Wedbush Securities
California
$239K +$3.93K +265 +2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$222K -$75.8K -5,113 -26%

RMM Hedge Fund Activity: Q2 2024 in Review

43 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Managed Duration Municipal Income Fund (RMM) for Q2 2024, worth a combined $49M — up 7.1% from $45.8M a quarter earlier.

Fund positioning in RMM was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 18 added to existing stakes and 13 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $2.32M. The largest seller was Osaic Holdings, cutting an estimated $1.73M.

  • 43 institutional investors held RiverNorth Managed Duration Municipal Income Fund (RMM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $49M of RiverNorth Managed Duration Municipal Income Fund stock for Q2 2024, up 7.1% quarter-over-quarter.
  • 2 funds opened new RiverNorth Managed Duration Municipal Income Fund positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest RiverNorth Managed Duration Municipal Income Fund buyer in Q2 2024 was Kestra Advisory Services, an estimated $2.32M added.
  • The largest RiverNorth Managed Duration Municipal Income Fund seller in Q2 2024 was Osaic Holdings, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2024.