Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest
NJV was delisted on the 5th of March, 2021.
13 hedge funds and large institutions have $2.86M invested in Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 12 → 13 (+1)
17% less capital invested
Capital invested by funds: $3.46M → $2.86M (-$599K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$57.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$32.7K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$11.4K |
| 4 |
Citigroup
New York
|
+$702 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$170K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$150K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$21.9K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $811K | -$170K | -10,880 | -17% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $657K | -$150K | -9,621 | -18% |
|
|
BPC
3
Banque Pictet & Cie
Geneva 73,
Switzerland
| $296K | – | – | – |
|
|
PNAA
4
Pictet North America Advisors
Geneva 73,
Switzerland
| $296K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $261K | +$32.7K | +2,098 | +14% |
|
6
Bank of America
Charlotte,
North Carolina
| $187K | – | – | – |
|
|
7
Morgan Stanley
New York
| $140K | +$57.4K | +3,676 | +64% |
|
|
TIM
8
Tortoise Investment Management
White Plains,
New York
| $59K | – | – | – |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $51K | -$9.36K | -600 | -15% |
|
|
10
Wells Fargo
San Francisco,
California
| $44K | -$21.9K | -1,401 | -32% |
|
|
11
Citigroup
New York
| $44K | +$702 | +45 | +2% |
|
|
WAM
12
Wolverine Asset Management
Chicago,
Illinois
| $10K | +$11.4K | +731 | New |
|
|
HCM
13
Highlander Capital Management
Short Hills,
New Jersey
| $7K | – | – | – |
|
NJV Hedge Fund Activity: Q1 2017 in Review
13 of the 4,017 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 2017, worth a combined $2.86M — down 17% from $3.46M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NJV positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $57.4K. The largest seller was Advisors Asset Management, cutting an estimated $170K.
- 13 institutional investors held Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest (NJV) as of Q1 2017, up from 12 in Q4 2016.
- Funds reported $2.86M of Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest stock for Q1 2017, down 17% quarter-over-quarter.
- 1 fund opened new Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest positions in Q1 2017 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 2017 was Morgan Stanley, an estimated $57.4K added.
- The largest Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest seller in Q1 2017 was Advisors Asset Management, an estimated $170K sold.
Based on aggregated 13F filings for Q1 2017.