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VMM

Delaware Investments Minnesota Municipal Income Fund II

Delisted

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

25 hedge funds and large institutions have $25.2M invested in Delaware Investments Minnesota Municipal Income Fund II in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

14% more funds holding

Funds holding: 2225 (+3)

9% more capital invested

Capital invested by funds: $23.1M → $25.2M (+$2.11M)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$7.6M
SIA
2
Sit Investment Associates
Minnesota
$4.5M
Ameriprise
3
Ameriprise
Minnesota
$2.46M +$54.6K +3,960 +2%
LPL Financial
4
LPL Financial
California
$1.49M +$1.52M +110,544 New
MIG
5
Mariner Investment Group
New York
$1.15M +$1.18M +85,697 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.13M -$7.7K -559 -0.7%
UBS Group
7
UBS Group
Switzerland
$1.07M +$362K +26,270 +49%
CRC
8
Curi RMB Capital
Illinois
$678K +$370K +26,889 +115%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$613K +$11K +800 +2%
Bank of America
10
Bank of America
North Carolina
$603K +$3.1K +225 +0.5%
WAM
11
Wolverine Asset Management
Illinois
$600K +$586K +42,569 +2,087%
AFS
12
Access Financial Services
Minnesota
$593K +$42.7K +3,100 +8%
Morgan Stanley
13
Morgan Stanley
New York
$468K +$114K +8,261 +31%
LCM
14
Landscape Capital Management
New Jersey
$453K +$464K +33,659 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$435K +$135K +9,832 +44%
Wells Fargo
16
Wells Fargo
California
$428K -$5.11K -371 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$360K +$84.5K +6,131 +30%
DA
18
Doliver Advisors
Texas
$223K +$228K +16,556 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$160K +$455 +33 +0.3%
AF
20
Advisornet Financial
Minnesota
$85K +$86.9K +6,310 New
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$58K +$58.9K +4,272 New
GI
22
GS Investments
Minnesota
$31K
US Bancorp
23
US Bancorp
Minnesota
$15K
GWM
24
Geneos Wealth Management
Colorado
$5K
AG
25
Advisor Group
Arizona
$4K

VMM Hedge Fund Activity: Q4 2017 in Review

25 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Delaware Investments Minnesota Municipal Income Fund II (VMM) for Q4 2017, worth a combined $25.2M — up 9.1% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VMM positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.52M. The largest seller was National Planning Corporation, exiting entirely with an estimated $1.14M sold.

  • 25 institutional investors held Delaware Investments Minnesota Municipal Income Fund II (VMM) as of Q4 2017, up from 22 in Q3 2017.
  • Funds reported $25.2M of Delaware Investments Minnesota Municipal Income Fund II stock for Q4 2017, up 9.1% quarter-over-quarter.
  • 6 funds opened new Delaware Investments Minnesota Municipal Income Fund II positions in Q4 2017 and 3 closed out, a net change of +3 holders.
  • The largest Delaware Investments Minnesota Municipal Income Fund II buyer in Q4 2017 was LPL Financial, an estimated $1.52M added.
  • The largest Delaware Investments Minnesota Municipal Income Fund II seller in Q4 2017 was National Planning Corporation, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2017.