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NNP

NUVEEN NY PERF PLUS MUNI FD
NNP

Delisted

NNP was delisted on the 5th of June, 2015.

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25 hedge funds and large institutions have $15.9M invested in NUVEEN NY PERF PLUS MUNI FD in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

9% more funds holding

Funds holding: 23 → 25 (+2)

6% more capital invested

Capital invested by funds: $15M → $15.9M (+$897K)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$374K
2
DA
Doliver Advisors
Texas
+$254K
3
WAM
Wolverine Asset Management
Illinois
+$243K
4
LCM
Landscape Capital Management
New Jersey
+$203K
5
AQR Capital Management
AQR Capital Management
Connecticut
+$168K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$239K
2
JP Morgan Chase
JP Morgan Chase
New York
-$165K
3
HK
Horizon Kinetics
New York
-$82.2K
4
Creative Planning
Creative Planning
Kansas
-$731
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.66M +$108K +7,694 +3%
GC
2
Guggenheim Capital
Illinois
$3.24M +$36.7K +2,612 +1%
HK
3
Horizon Kinetics
New York
$1.59M -$82.2K -5,847 -5%
Wells Fargo
4
Wells Fargo
California
$1.19M +$95.2K +6,773 +9%
Invesco
5
Invesco
Georgia
$1.1M +$67.8K +4,821 +6%
WAM
6
Wolverine Asset Management
Illinois
$683K +$243K +17,283 +54%
U
7
UBS
Switzerland
$538K +$2.81K +200 +0.5%
Morgan Stanley
8
Morgan Stanley
New York
$488K -$239K -17,016 -33%
DA
9
Doliver Advisors
Texas
$429K +$254K +18,088 +142%
Lazard Asset Management
10
Lazard Asset Management
New York
$412K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$407K +$10.1K +717 +3%
AQR Capital Management
12
AQR Capital Management
Connecticut
$399K +$168K +11,951 +72%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$371K +$374K +26,625 New
PA
14
Pinnacle Associates
New York
$229K +$78.7K +5,600 +52%
JIC
15
Joel Isaacson & Co
New York
$209K – – –
LCM
16
Landscape Capital Management
New Jersey
$201K +$203K +14,450 New
MFS
17
MSI Financial Services
Massachusetts
$191K +$2.07K +147 +1%
TIM
18
Tortoise Investment Management
New York
$162K +$107K +7,600 +190%
KIM
19
Karpus Investment Management
New York
$162K +$164K +11,639 New
Deutsche Bank
20
Deutsche Bank
Germany
$46K – – –
Creative Planning
21
Creative Planning
Kansas
$31K -$731 -52 -2%
MHS
22
M Holdings Securities
Oregon
$31K +$30.9K +2,200 New
CHC
23
City Holding Co
West Virginia
$28K – – –
Citigroup
24
Citigroup
New York
$27K +$2.04K +145 +8%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$15K – – –
1
2

NNP Hedge Fund Activity: Q3 2014 in Review

25 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in NUVEEN NY PERF PLUS MUNI FD (NNP) for Q3 2014, worth a combined $15.9M — up 6% from $15M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NNP positions and 1 closed out — a net gain of 3 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $374K. The largest seller was Morgan Stanley, cutting an estimated $239K.

  • 25 institutional investors held NUVEEN NY PERF PLUS MUNI FD (NNP) as of Q3 2014, up from 23 in Q2 2014.
  • Funds reported $15.9M of NUVEEN NY PERF PLUS MUNI FD stock for Q3 2014, up 6% quarter-over-quarter.
  • 4 funds opened new NUVEEN NY PERF PLUS MUNI FD positions in Q3 2014 and 1 closed out, a net change of +3 holders.
  • The largest NUVEEN NY PERF PLUS MUNI FD buyer in Q3 2014 was Northwestern Mutual Wealth Management, an estimated $374K added.
  • The largest NUVEEN NY PERF PLUS MUNI FD seller in Q3 2014 was Morgan Stanley, an estimated $239K sold.

Based on aggregated 13F filings for Q3 2014.