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RSF

RiverNorth Capital and Income Fund

19 hedge funds and large institutions have $24.1M invested in RiverNorth Capital and Income Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6% more funds holding

Funds holding: 1819 (+1)

1.52% more ownership

Funds ownership: 23.45%24.97% (+1.5%)

2% less capital invested

Capital invested by funds: $24.7M → $24.1M (-$547K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
5
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$7.75M +$3.04M +204,256 +62%
SFG
2
StrategIQ Financial Group
Indiana
$3.89M -$154K -10,341 -4%
MC
3
Matisse Capital
Oregon
$2.63M -$2.96M -199,038 -52%
VCM
4
Vivaldi Capital Management
Illinois
$2.59M +$2.46M +165,490 +1,322%
DFG
5
DWM Financial Group
Illinois
$2.13M +$2.17M +145,975 New
BCA
6
Berman Capital Advisors
Georgia
$2.09M -$150K -10,058 -7%
SFS
7
Shaker Financial Services
Virginia
$581K +$594K +39,915 New
HighTower Advisors
8
HighTower Advisors
Illinois
$382K -$758K -50,917 -66%
ANTB
9
AMG National Trust Bank
Colorado
$376K +$384K +25,815 New
CIA
10
Capital Investment Advisors
Georgia
$364K +$10.6K +715 +3%
YCM
11
Yakira Capital Management
Connecticut
$360K -$24.7K -1,657 -6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$281K -$588K -39,454 -67%
Wells Fargo
13
Wells Fargo
California
$272K -$37.1K -2,488 -12%
CPIG
14
Chicago Partners Investment Group
Illinois
$199K +$3.2K +215 +2%
6M
15
6 Meridian
Kansas
$167K +$171K +11,472 New
UBS Group
16
UBS Group
Switzerland
$45K +$33.8K +2,271 +266%
BC
17
Bartlett & Co
Ohio
$3K
BCWM
18
Bartlett & Co Wealth Management
Ohio
$2.54K
TRCT
19
Tower Research Capital (TRC)
New York
$2K +$2.49K +167 New
UCFA
20
United Capital Financial Advisors
Texas
-$2M -126,192 Closed
BAC
21
Boys Arnold & Co
North Carolina
-$684K -43,202 Closed
CWM
22
Centric Wealth Management
Illinois
-$221K -11,918 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$3K -200 Closed

RSF Hedge Fund Activity: Q2 2020 in Review

19 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in RiverNorth Capital and Income Fund (RSF) for Q2 2020, worth a combined $24.1M — down 2.2% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RSF positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.04M. The largest seller was Matisse Capital, cutting an estimated $2.96M.

  • 19 institutional investors held RiverNorth Capital and Income Fund (RSF) as of Q2 2020, up from 18 in Q1 2020.
  • Funds reported $24.1M of RiverNorth Capital and Income Fund stock for Q2 2020, down 2.2% quarter-over-quarter.
  • 5 funds opened new RiverNorth Capital and Income Fund positions in Q2 2020 and 4 closed out, a net change of +1 holder.
  • The largest RiverNorth Capital and Income Fund buyer in Q2 2020 was Karpus Investment Management, an estimated $3.04M added.
  • The largest RiverNorth Capital and Income Fund seller in Q2 2020 was Matisse Capital, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2020.