Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest
NJV was delisted on the 5th of March, 2021.
10 hedge funds and large institutions have $1.56M invested in Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
26% more capital invested
Capital invested by funds: $1.24M → $1.56M (+$318K)
11% more funds holding
Funds holding: 9 → 10 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$135K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$61.2K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$56.7K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$27.9K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$7.48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$20K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.77K |
| 3 |
Citigroup
New York
|
-$8.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
1
Doliver Advisors
Houston,
Texas
| $486K | +$61.2K | +4,381 | +15% |
|
|
AAM
2
Advisors Asset Management
Monument,
Colorado
| $425K | +$56.7K | +4,060 | +16% |
|
|
WAM
3
Wolverine Asset Management
Chicago,
Illinois
| $268K | +$135K | +9,695 | +107% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $130K | -$9.77K | -700 | -7% |
|
|
5
Wells Fargo
San Francisco,
California
| $96K | +$27.9K | +1,997 | +42% |
|
6
Bank of America
Charlotte,
North Carolina
| $52K | – | – | – |
|
|
U
7
UBS
Zurich,
Switzerland
| $49K | +$7.48K | +536 | +18% |
|
|
8
Citigroup
New York
| $46K | -$8.53K | -611 | -16% |
|
|
MFS
9
MSI Financial Services
Springfield,
Massachusetts
| $3K | -$20K | -1,433 | -86% |
|
10
Morgan Stanley
New York
| $1K | +$726 | +52 | New |
|
NJV Hedge Fund Activity: Q1 2014 in Review
10 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest (NJV) for Q1 2014, worth a combined $1.56M — up 26% from $1.24M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NJV positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $135K. The largest seller was MSI Financial Services, cutting an estimated $20K.
- 10 institutional investors held Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest (NJV) as of Q1 2014, up from 9 in Q4 2013.
- Funds reported $1.56M of Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest stock for Q1 2014, up 26% quarter-over-quarter.
- 1 fund opened new Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest positions in Q1 2014 and 0 closed out, a net change of +1 holder.
- The largest Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest buyer in Q1 2014 was Wolverine Asset Management, an estimated $135K added.
- The largest Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest seller in Q1 2014 was MSI Financial Services, an estimated $20K sold.
Based on aggregated 13F filings for Q1 2014.