NUVEEN MASS AMT-FREE MUNI INC FD
NGX
NGX was delisted on the 6th of June, 2014.
10 hedge funds and large institutions have $453K invested in NUVEEN MASS AMT-FREE MUNI INC FD in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 6 closing their positions.
17% less funds holding
Funds holding: 12 → 10 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
69% less capital invested
Capital invested by funds: $1.45M → $453K (-$997K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$149K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$23.7K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.27K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.27K |
| 5 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$1.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$461K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$228K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$194K |
| 4 |
LPL Financial
San Diego,
California
|
-$149K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$41K |
NGX Hedge Fund Activity: Q3 2013 in Review
10 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in NUVEEN MASS AMT-FREE MUNI INC FD (NGX) for Q3 2013, worth a combined $453K — down 69% from $1.45M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NGX and 4 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was NWAM LLC, opening a new position worth an estimated $149K. The largest seller was Doliver Advisors, exiting entirely with an estimated $461K sold.
- 10 institutional investors held NUVEEN MASS AMT-FREE MUNI INC FD (NGX) as of Q3 2013, down from 12 in Q2 2013.
- Funds reported $453K of NUVEEN MASS AMT-FREE MUNI INC FD stock for Q3 2013, down 69% quarter-over-quarter.
- 4 funds opened new NUVEEN MASS AMT-FREE MUNI INC FD positions in Q3 2013 and 6 closed out, a net change of -2 holders.
- The largest NUVEEN MASS AMT-FREE MUNI INC FD buyer in Q3 2013 was NWAM LLC, an estimated $149K added.
- The largest NUVEEN MASS AMT-FREE MUNI INC FD seller in Q3 2013 was Doliver Advisors, an estimated $461K sold.
Based on aggregated 13F filings for Q3 2013.