Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest
NJV was delisted on the 5th of March, 2021.
14 hedge funds and large institutions have $3.05M invested in Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
8% more funds holding
Funds holding: 13 → 14 (+1)
6% more capital invested
Capital invested by funds: $2.86M → $3.05M (+$183K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$147K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$72.5K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$21K |
| 4 |
Morgan Stanley
New York
|
+$16.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$15.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$50.5K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$50.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
1
Advisors Asset Management
Monument,
Colorado
| $877K | +$72.5K | +4,860 | +9% |
|
|
GC
2
Guggenheim Capital
Chicago,
Illinois
| $602K | -$50.3K | -3,375 | -8% |
|
|
BPC
3
Banque Pictet & Cie
Geneva 73,
Switzerland
| $294K | – | – | – |
|
|
PNAA
4
Pictet North America Advisors
Geneva 73,
Switzerland
| $294K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $275K | +$15.8K | +1,057 | +6% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $207K | +$21K | +1,406 | +11% |
|
|
WAM
7
Wolverine Asset Management
Chicago,
Illinois
| $156K | +$147K | +9,884 | +1,352% |
|
|
8
Morgan Stanley
New York
| $155K | +$16.1K | +1,080 | +11% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $64K | +$13.7K | +918 | +27% |
|
10
Wells Fargo
San Francisco,
California
| $60K | +$15.6K | +1,049 | +35% |
|
11
Citigroup
New York
| $45K | +$432 | +29 | +1% |
|
|
TIM
12
Tortoise Investment Management
White Plains,
New York
| $9K | -$50.5K | -3,386 | -85% |
|
|
HCM
13
Highlander Capital Management
Short Hills,
New Jersey
| $7K | – | – | – |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| $1K | +$1.49K | +100 | New |
|
NJV Hedge Fund Activity: Q2 2017 in Review
14 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest (NJV) for Q2 2017, worth a combined $3.05M — up 6.4% from $2.86M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new NJV positions and 0 closed out — a net gain of 1 holder — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $147K. The largest seller was Tortoise Investment Management, cutting an estimated $50.5K.
- 14 institutional investors held Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest (NJV) as of Q2 2017, up from 13 in Q1 2017.
- Funds reported $3.05M of Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest stock for Q2 2017, up 6.4% quarter-over-quarter.
- 1 fund opened new Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest positions in Q2 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 Q2 2017 was Wolverine Asset Management, an estimated $147K added.
- The largest Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest seller in Q2 2017 was Tortoise Investment Management, an estimated $50.5K sold.
Based on aggregated 13F filings for Q2 2017.