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NPM

NUVEEN PREMIUM INCM MUNI FD II
NPM

Delisted

NPM was delisted on the 9th of September, 2016.

83 hedge funds and large institutions have $117M invested in NUVEEN PREMIUM INCM MUNI FD II in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more funds holding

Funds holding: 8183 (+2)

11% less capital invested

Capital invested by funds: $131M → $117M (-$14.1M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
19
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$25.7M -$919K -60,856 -4%
Morgan Stanley
2
Morgan Stanley
New York
$8.92M +$823K +54,495 +10%
OA
3
Oxbow Advisors
Texas
$7.99M -$187K -12,350 -2%
Invesco
4
Invesco
Georgia
$6.99M +$149K +9,835 +2%
PCP
5
Proficio Capital Partners
Massachusetts
$6.6M -$160K -10,623 -2%
SIA
6
Sit Investment Associates
Minnesota
$6.26M +$551K +36,513 +10%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$4.93M -$14.3K -950 -0.3%
GC
8
Guggenheim Capital
Illinois
$4.89M -$1.93M -128,067 -29%
Bank of America
9
Bank of America
North Carolina
$4.73M -$2.34M -154,790 -34%
RCM
10
Robinson Capital Management
Michigan
$4.52M +$4.41M +291,947 New
VanEck Associates
11
VanEck Associates
New York
$3.13M +$482K +31,905 +19%
Wells Fargo
12
Wells Fargo
California
$2.88M +$54.8K +3,626 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.71M +$2.04M +134,796 +333%
LPL Financial
14
LPL Financial
California
$2.03M -$1.58M -104,456 -44%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$1.56M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.36M +$121K +8,043 +10%
NCMW
17
Northern Capital Management (Wisconsin)
Wisconsin
$1.17M -$52.9K -3,500 -4%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$1.05M -$216K -14,285 -17%
NPC
19
National Planning Corporation
California
$954K
DA
20
Doliver Advisors
Texas
$887K +$861K +57,006 New
RJA
21
Raymond James & Associates
Florida
$779K +$196K +13,002 +35%
NCM
22
Newgate Capital Management
Connecticut
$758K +$742K +49,141 New
Stifel Financial
23
Stifel Financial
Missouri
$720K +$42.8K +2,834 +6%
TCM
24
Tradewinds Capital Management
Washington
$708K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$662K -$485K -32,130 -43%

NPM Hedge Fund Activity: Q2 2016 in Review

83 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NUVEEN PREMIUM INCM MUNI FD II (NPM) for Q2 2016, worth a combined $117M — down 11% from $131M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NPM positions and 14 closed out — a net gain of 3 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $4.41M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $15.2M sold.

  • 83 institutional investors held NUVEEN PREMIUM INCM MUNI FD II (NPM) as of Q2 2016, up from 81 in Q1 2016.
  • Funds reported $117M of NUVEEN PREMIUM INCM MUNI FD II stock for Q2 2016, down 11% quarter-over-quarter.
  • 17 funds opened new NUVEEN PREMIUM INCM MUNI FD II positions in Q2 2016 and 14 closed out, a net change of +3 holders.
  • The largest NUVEEN PREMIUM INCM MUNI FD II buyer in Q2 2016 was Robinson Capital Management, an estimated $4.41M added.
  • The largest NUVEEN PREMIUM INCM MUNI FD II seller in Q2 2016 was Parametric Portfolio Associates, an estimated $15.2M sold.

Based on aggregated 13F filings for Q2 2016.