Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
13 hedge funds and large institutions have $4.47M invested in Nuveen California Municipal Value Fund 2 in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 12 → 13 (+1)
6% more capital invested
Capital invested by funds: $4.21M → $4.47M (+$260K)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$346K |
| 2 |
Morgan Stanley
New York
|
+$154K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.9K |
| 4 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
+$2.13K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$203K |
| 2 |
LPL Financial
San Diego,
California
|
-$38.8K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$37.3K |
| 4 |
Citigroup
New York
|
-$6.54K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$1K |
NCB Hedge Fund Activity: Q3 2014 in Review
13 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q3 2014, worth a combined $4.47M — up 6.2% from $4.21M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NCB positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $346K. The largest seller was Northern Trust, exiting entirely with an estimated $203K sold.
- 13 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q3 2014, up from 12 in Q2 2014.
- Funds reported $4.47M of Nuveen California Municipal Value Fund 2 stock for Q3 2014, up 6.2% quarter-over-quarter.
- 3 funds opened new Nuveen California Municipal Value Fund 2 positions in Q3 2014 and 2 closed out, a net change of +1 holder.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q3 2014 was JP Morgan Private Wealth Advisors, an estimated $346K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q3 2014 was Northern Trust, an estimated $203K sold.
Based on aggregated 13F filings for Q3 2014.