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RMMZ

RiverNorth Managed Duration Municipal Income Fund II

23 hedge funds and large institutions have $19.9M invested in RiverNorth Managed Duration Municipal Income Fund II in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

5% more capital invested

Capital invested by funds: $19M → $19.9M (+$967K)

5% more funds holding

Funds holding: 2223 (+1)

2.05% more ownership

Funds ownership: 13.72%15.76% (+2%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.32M +$366K +23,090 +12%
UBS Group
2
UBS Group
Switzerland
$2.73M +$646K +40,760 +29%
Morgan Stanley
3
Morgan Stanley
New York
$2.63M -$350K -22,111 -11%
KIM
4
Karpus Investment Management
New York
$2.59M -$11.1K -701 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.45M -$521K -32,888 -17%
IAA
6
Independent Advisor Alliance
North Carolina
$1.8M +$1.91M +120,346 New
WS
7
Wedbush Securities
California
$818K +$74.1K +4,679 +9%
Stifel Financial
8
Stifel Financial
Missouri
$773K +$268K +16,892 +48%
LPL Financial
9
LPL Financial
California
$373K +$80.7K +5,097 +26%
OC
10
Oppenheimer & Co
New York
$364K +$195K +12,319 +103%
Raymond James Financial
11
Raymond James Financial
Florida
$351K +$372K +23,519 New
P
12
&Partners
Tennessee
$347K +$107K +6,761 +42%
FWM
13
Fairhaven Wealth Management
Illinois
$280K
TCM
14
TT Capital Management
California
$268K +$277K +17,500 New
ACM
15
Arlington Capital Management
Illinois
$215K +$228K +14,384 New
PI
16
PFG Investments
New York
$194K -$31.7K -2,000 -13%
Nomura Holdings
17
Nomura Holdings
Japan
$176K +$187K +11,800 New
EAM
18
Everstar Asset Management
North Carolina
$160K -$122K -7,682 -42%
SPIA
19
Steward Partners Investment Advisory
New York
$37.4K -$59.4K -3,750 -60%
HI
20
Harbour Investments
Wisconsin
$29.9K +$15.8K +1,000 +100%
Osaic Holdings
21
Osaic Holdings
Arizona
$13.5K +$7.92K +500 +125%
NWMP
22
Noble Wealth Management PBC
Colorado
$12K +$12.7K +800 New
PTC
23
Private Trust Company
Ohio
$11.6K
Bessemer Group
24
Bessemer Group
New Jersey
-$245K -15,000 Closed
AIA
25
Absolute Investment Advisers
Florida
-$211K -12,877 Closed

RMMZ Hedge Fund Activity: Q4 2024 in Review

23 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Managed Duration Municipal Income Fund II (RMMZ) for Q4 2024, worth a combined $19.9M — up 5.1% from $19M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RMMZ positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $1.91M. The largest seller was Royal Bank of Canada, cutting an estimated $521K.

  • 23 institutional investors held RiverNorth Managed Duration Municipal Income Fund II (RMMZ) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $19.9M of RiverNorth Managed Duration Municipal Income Fund II stock for Q4 2024, up 5.1% quarter-over-quarter.
  • 6 funds opened new RiverNorth Managed Duration Municipal Income Fund II positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest RiverNorth Managed Duration Municipal Income Fund II buyer in Q4 2024 was Independent Advisor Alliance, an estimated $1.91M added.
  • The largest RiverNorth Managed Duration Municipal Income Fund II seller in Q4 2024 was Royal Bank of Canada, an estimated $521K sold.

Based on aggregated 13F filings for Q4 2024.