Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest
NJV was delisted on the 5th of March, 2021.
12 hedge funds and large institutions have $1.84M invested in Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more capital invested
Capital invested by funds: $1.62M → $1.84M (+$221K)
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$167K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$94K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$57.9K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$13K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$9.88K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$34.4K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.3K |
| 3 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $577K | -$34.4K | -2,385 | -6% |
|
|
DA
2
Doliver Advisors
Houston,
Texas
| $408K | +$94K | +6,525 | +29% |
|
|
WAM
3
Wolverine Asset Management
Chicago,
Illinois
| $251K | +$57.9K | +4,018 | +29% |
|
|
LCM
4
Landscape Capital Management
Englewood,
New Jersey
| $164K | +$167K | +11,605 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $126K | -$10.3K | -715 | -7% |
|
|
6
Wells Fargo
San Francisco,
California
| $108K | +$13K | +899 | +13% |
|
7
Bank of America
Charlotte,
North Carolina
| $80K | – | – | – |
|
|
U
8
UBS
Zurich,
Switzerland
| $73K | +$9.88K | +686 | +15% |
|
9
Citigroup
New York
| $53K | +$3.85K | +267 | +8% |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $3K | – | – | – |
|
11
Morgan Stanley
New York
| $1K | – | – | – |
|
|
GSC
12
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$3K | -200 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | +$432 | +30 | New |
|
NJV Hedge Fund Activity: Q3 2014 in Review
12 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest (NJV) for Q3 2014, worth a combined $1.84M — up 14% from $1.62M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NJV positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Landscape Capital Management, opening a new position worth an estimated $167K. The largest seller was Advisors Asset Management, cutting an estimated $34.4K.
- 12 institutional investors held Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest (NJV) as of Q3 2014, up from 11 in Q2 2014.
- Funds reported $1.84M of Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest stock for Q3 2014, up 14% quarter-over-quarter.
- 2 funds opened new Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest positions in Q3 2014 and 1 closed out, a net change of +1 holder.
- The largest Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest buyer in Q3 2014 was Landscape Capital Management, an estimated $167K added.
- The largest Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest seller in Q3 2014 was Advisors Asset Management, an estimated $34.4K sold.
Based on aggregated 13F filings for Q3 2014.