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Invesco Municipal Trust

89 hedge funds and large institutions have $101M invested in Invesco Municipal Trust in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $77.3M → $101M (+$23.7M)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

4.28% more ownership

Funds ownership: 12.12%16.4% (+4.3%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 9189 (-2)

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change

VKQ Hedge Fund Activity: Q4 2018 in Review

89 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Trust (VKQ) for Q4 2018, worth a combined $101M — up 31% from $77.3M a quarter earlier.

Fund positioning in VKQ was balanced in Q4 2018: 13 funds opened new positions, 13 closed out, 25 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $7.81M. The largest seller was Guggenheim Capital, cutting an estimated $495K.

  • 89 institutional investors held Invesco Municipal Trust (VKQ) as of Q4 2018, down from 91 in Q3 2018.
  • Funds reported $101M of Invesco Municipal Trust stock for Q4 2018, up 31% quarter-over-quarter.
  • 13 funds opened new Invesco Municipal Trust positions in Q4 2018 and 13 closed out, a net change of 0 holders.
  • The largest Invesco Municipal Trust buyer in Q4 2018 was Karpus Investment Management, an estimated $7.81M added.
  • The largest Invesco Municipal Trust seller in Q4 2018 was Guggenheim Capital, an estimated $495K sold.

Based on aggregated 13F filings for Q4 2018.