Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
14 hedge funds and large institutions have $3.65M invested in Nuveen California Municipal Value Fund 2 in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
36% more capital invested
Capital invested by funds: $2.68M → $3.65M (+$975K)
17% more funds holding
Funds holding: 12 → 14 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$639K |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$184K |
| 3 |
LPL Financial
San Diego,
California
|
+$180K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$28K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$24.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$273K |
| 2 |
Morgan Stanley
New York
|
-$41.7K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.92K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$1K |
NCB Hedge Fund Activity: Q4 2013 in Review
14 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q4 2013, worth a combined $3.65M — up 36% from $2.68M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NCB positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Tortoise Investment Management, adding an estimated $639K. The largest seller was Doliver Advisors, exiting entirely with an estimated $273K sold.
- 14 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q4 2013, up from 12 in Q3 2013.
- Funds reported $3.65M of Nuveen California Municipal Value Fund 2 stock for Q4 2013, up 36% quarter-over-quarter.
- 4 funds opened new Nuveen California Municipal Value Fund 2 positions in Q4 2013 and 2 closed out, a net change of +2 holders.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q4 2013 was Tortoise Investment Management, an estimated $639K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q4 2013 was Doliver Advisors, an estimated $273K sold.
Based on aggregated 13F filings for Q4 2013.