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VMM

Delaware Investments Minnesota Municipal Income Fund II

Delisted

VMM was delisted on the 11th of February, 2022.

21 hedge funds and large institutions have $23.6M invested in Delaware Investments Minnesota Municipal Income Fund II in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

18% more capital invested

Capital invested by funds: $20M → $23.6M (+$3.63M)

5% more funds holding

Funds holding: 2021 (+1)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$8.27M
SIA
2
Sit Investment Associates
Minnesota
$4.87M
Ameriprise
3
Ameriprise
Minnesota
$2.1M +$2.03M +144,223 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.19M +$37.5K +2,666 +3%
NPC
5
National Planning Corporation
California
$1.12M +$51.7K +3,674 +5%
ICOA
6
Investment Centers of America
North Dakota
$1.08M +$130K +9,258 +14%
Bank of America
7
Bank of America
North Carolina
$744K +$8.1K +576 +1%
Morgan Stanley
8
Morgan Stanley
New York
$650K -$249K -17,732 -28%
UBS Group
9
UBS Group
Switzerland
$625K -$2.97K -211 -0.5%
AFS
10
Access Financial Services
Minnesota
$605K +$33.8K +2,400 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$597K +$108K +7,700 +23%
LPL Financial
12
LPL Financial
California
$463K -$66.2K -4,704 -13%
Wells Fargo
13
Wells Fargo
California
$327K -$19K -1,353 -6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$309K -$21.1K -1,497 -7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$275K +$70 +5 +0%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$171K +$155 +11 +0.1%
LCM
17
Landscape Capital Management
New Jersey
$143K
Creative Planning
18
Creative Planning
Kansas
$29K
HWM
19
Holloway Wealth Management
Florida
$17K
US Bancorp
20
US Bancorp
Minnesota
$16K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$15K +$7.74K +550 +100%
GWM
22
Geneos Wealth Management
Colorado
$5K

VMM Hedge Fund Activity: Q1 2017 in Review

21 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Delaware Investments Minnesota Municipal Income Fund II (VMM) for Q1 2017, worth a combined $23.6M — up 18% from $20M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new VMM positions and 0 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $2.03M. The largest seller was Morgan Stanley, cutting an estimated $249K.

  • 21 institutional investors held Delaware Investments Minnesota Municipal Income Fund II (VMM) as of Q1 2017, up from 20 in Q4 2016.
  • Funds reported $23.6M of Delaware Investments Minnesota Municipal Income Fund II stock for Q1 2017, up 18% quarter-over-quarter.
  • 1 fund opened new Delaware Investments Minnesota Municipal Income Fund II positions in Q1 2017 and 0 closed out, a net change of +1 holder.
  • The largest Delaware Investments Minnesota Municipal Income Fund II buyer in Q1 2017 was Ameriprise, an estimated $2.03M added.
  • The largest Delaware Investments Minnesota Municipal Income Fund II seller in Q1 2017 was Morgan Stanley, an estimated $249K sold.

Based on aggregated 13F filings for Q1 2017.