Invesco Municipal Trust
VKQ
53 hedge funds and large institutions have $101M invested in Invesco Municipal Trust in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 52 → 53 (+1)
0% more capital invested
Capital invested by funds: $101M → $101M (+$419K)
0.04% more ownership
Funds ownership: 14.14% → 14.18% (+0.04%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.01M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$407K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$353K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$313K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.4M |
| 2 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$545K |
| 3 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$386K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$221K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$182K |
VKQ Hedge Fund Activity: Q3 2014 in Review
53 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q3 2014, worth a combined $101M — up 0.41% from $101M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new VKQ positions and 3 closed out — a net gain of 1 holder — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.01M. The largest seller was Morgan Stanley, cutting an estimated $1.4M.
- 53 institutional investors held Invesco Municipal Trust (VKQ) as of Q3 2014, up from 52 in Q2 2014.
- Funds reported $101M of Invesco Municipal Trust stock for Q3 2014, up 0.41% quarter-over-quarter.
- 4 funds opened new Invesco Municipal Trust positions in Q3 2014 and 3 closed out, a net change of +1 holder.
- The largest Invesco Municipal Trust buyer in Q3 2014 was Advisors Asset Management, an estimated $1.01M added.
- The largest Invesco Municipal Trust seller in Q3 2014 was Morgan Stanley, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2014.