NUVEEN MASS AMT-FREE MUNI INC FD
NGX
NGX was delisted on the 6th of June, 2014.
12 hedge funds and large institutions have $662K invested in NUVEEN MASS AMT-FREE MUNI INC FD in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
46% more capital invested
Capital invested by funds: $453K → $662K (+$209K)
20% more funds holding
Funds holding: 10 → 12 (+2)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$294K |
| 2 |
BC
Blackhill Capital
Morristown,
New Jersey
|
+$21.3K |
| 3 |
Barclays
London,
United Kingdom
|
+$18K |
| 4 |
Citigroup
New York
|
+$6.09K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$79.2K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$27.4K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$24K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$17.4K |
| 5 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
Wolverine Asset Management
Chicago,
Illinois
| $287K | +$294K | +24,455 | New |
|
|
NL
2
NWAM LLC
Mercer Island,
Washington
| $117K | -$276 | -23 | -0.2% |
|
|
U
3
UBS
Zurich,
Switzerland
| $92K | -$27.4K | -2,282 | -23% |
|
|
WEC
4
Winslow Evans & Crocker
Boston,
Massachusetts
| $41K | +$42K | +3,500 | New |
|
|
5
Wells Fargo
San Francisco,
California
| $40K | -$17.4K | -1,449 | -30% |
|
|
BC
6
Blackhill Capital
Morristown,
New Jersey
| $21K | +$21.3K | +1,775 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $19K | -$24K | -2,000 | -54% |
|
|
8
Barclays
London,
United Kingdom
| $17K | +$18K | +1,500 | New |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | – | – | – |
|
|
10
Citigroup
New York
| $8K | +$6.09K | +507 | +244% |
|
|
TJHA
11
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $6K | -$79.2K | -6,600 | -93% |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $5K | +$3.58K | +298 | +298% |
|
|
WF
13
WealthTrust Fairport
Cleveland,
Ohio
| – | -$1K | -100 | Closed |
|
NGX Hedge Fund Activity: Q4 2013 in Review
12 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NUVEEN MASS AMT-FREE MUNI INC FD (NGX) for Q4 2013, worth a combined $662K — up 46% from $453K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NGX positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $294K. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $79.2K.
- 12 institutional investors held NUVEEN MASS AMT-FREE MUNI INC FD (NGX) as of Q4 2013, up from 10 in Q3 2013.
- Funds reported $662K of NUVEEN MASS AMT-FREE MUNI INC FD stock for Q4 2013, up 46% quarter-over-quarter.
- 4 funds opened new NUVEEN MASS AMT-FREE MUNI INC FD positions in Q4 2013 and 2 closed out, a net change of +2 holders.
- The largest NUVEEN MASS AMT-FREE MUNI INC FD buyer in Q4 2013 was Wolverine Asset Management, an estimated $294K added.
- The largest NUVEEN MASS AMT-FREE MUNI INC FD seller in Q4 2013 was Thomas J. Herzfeld Advisors, an estimated $79.2K sold.
Based on aggregated 13F filings for Q4 2013.