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XAA

AMERICAN MUNI INCM PTFL INC
XAA

Delisted

XAA was delisted on the 3rd of October, 2014.

17 hedge funds and large institutions have $2.97M invested in AMERICAN MUNI INCM PTFL INC in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding

Funds holding: 1517 (+2)

28% less capital invested

Capital invested by funds: $4.1M → $2.97M (-$1.14M)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$845K -$58K -4,325 -6%
LPL Financial
2
LPL Financial
California
$756K -$815K -60,733 -51%
HK
3
Horizon Kinetics
New York
$658K -$7.02K -523 -1%
US Bancorp
4
US Bancorp
Minnesota
$196K -$79.8K -5,950 -28%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$112K -$20.1K -1,500 -15%
U
6
UBS
Switzerland
$109K -$5.74K -428 -5%
Barclays
7
Barclays
United Kingdom
$60K +$30.2K +2,250 +82%
EWM
8
Elite Wealth Management
Washington
$53K
Bank of America
9
Bank of America
North Carolina
$49K +$7.51K +560 +18%
Wells Fargo
10
Wells Fargo
California
$34K -$13 -1 -0%
Morgan Stanley
11
Morgan Stanley
New York
$33K +$33.4K +2,491 New
WA
12
WFG Advisors
Texas
$23K -$17.4K -1,293 -42%
WAM
13
Wolverine Asset Management
Illinois
$21K +$21.7K +1,620 New
First Manhattan
14
First Manhattan
New York
$7K
TRCT
15
Tower Research Capital (TRC)
New York
$6K +$4.56K +340 +340%
Creative Planning
16
Creative Planning
Kansas
$5K -$17.4K -1,300 -76%

XAA Hedge Fund Activity: Q4 2013 in Review

17 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AMERICAN MUNI INCM PTFL INC (XAA) for Q4 2013, worth a combined $2.97M — down 28% from $4.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new XAA positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $33.4K. The largest seller was LPL Financial, cutting an estimated $815K.

  • 17 institutional investors held AMERICAN MUNI INCM PTFL INC (XAA) as of Q4 2013, up from 15 in Q3 2013.
  • Funds reported $2.97M of AMERICAN MUNI INCM PTFL INC stock for Q4 2013, down 28% quarter-over-quarter.
  • 2 funds opened new AMERICAN MUNI INCM PTFL INC positions in Q4 2013 and 0 closed out, a net change of +2 holders.
  • The largest AMERICAN MUNI INCM PTFL INC buyer in Q4 2013 was Morgan Stanley, an estimated $33.4K added.
  • The largest AMERICAN MUNI INCM PTFL INC seller in Q4 2013 was LPL Financial, an estimated $815K sold.

Based on aggregated 13F filings for Q4 2013.