NUVEEN MASS AMT-FREE MUNI INC FD
NGX
NGX was delisted on the 6th of June, 2014.
7 hedge funds and large institutions have $729K invested in NUVEEN MASS AMT-FREE MUNI INC FD in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 5 closing their positions.
10% more capital invested
Capital invested by funds: $662K → $729K (+$66.6K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
42% less funds holding
Funds holding: 12 → 7 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$227K |
| 2 |
Citigroup
New York
|
+$5.58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$117K |
| 2 |
BC
Blackhill Capital
Morristown,
New Jersey
|
-$21K |
| 3 |
Barclays
London,
United Kingdom
|
-$17K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$8.29K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
1
Wolverine Asset Management
Chicago,
Illinois
| $525K | +$227K | +18,752 | +77% |
|
|
U
2
UBS
Zurich,
Switzerland
| $87K | -$8.29K | -685 | -9% |
|
|
WEC
3
Winslow Evans & Crocker
Boston,
Massachusetts
| $42.6K | – | – | – |
|
|
4
Wells Fargo
San Francisco,
California
| $33K | -$8.12K | -671 | -20% |
|
5
Bank of America
Charlotte,
North Carolina
| $20K | – | – | – |
|
|
6
Citigroup
New York
| $14K | +$5.58K | +461 | +64% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | -$2.75K | -227 | -28% |
|
|
NL
8
NWAM LLC
Mercer Island,
Washington
| – | -$117K | -11,700 | Closed |
|
|
BC
9
Blackhill Capital
Morristown,
New Jersey
| – | -$21K | -1,775 | Closed |
|
|
10
Barclays
London,
United Kingdom
| – | -$17K | -1,500 | Closed |
|
|
TJHA
11
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$6K | -504 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$5K | -398 | Closed |
|
NGX Hedge Fund Activity: Q1 2014 in Review
7 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in NUVEEN MASS AMT-FREE MUNI INC FD (NGX) for Q1 2014, worth a combined $729K — up 10% from $662K a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NGX and 0 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Wolverine Asset Management, adding an estimated $227K. The largest seller was NWAM LLC, exiting entirely with an estimated $117K sold.
- 7 institutional investors held NUVEEN MASS AMT-FREE MUNI INC FD (NGX) as of Q1 2014, down from 12 in Q4 2013.
- Funds reported $729K of NUVEEN MASS AMT-FREE MUNI INC FD stock for Q1 2014, up 10% quarter-over-quarter.
- 0 funds opened new NUVEEN MASS AMT-FREE MUNI INC FD positions in Q1 2014 and 5 closed out, a net change of -5 holders.
- The largest NUVEEN MASS AMT-FREE MUNI INC FD buyer in Q1 2014 was Wolverine Asset Management, an estimated $227K added.
- The largest NUVEEN MASS AMT-FREE MUNI INC FD seller in Q1 2014 was NWAM LLC, an estimated $117K sold.
Based on aggregated 13F filings for Q1 2014.