NUVEEN (PA)PREM INCM MUNI FD-2
NPY
NPY was delisted on the 7th of February, 2014.
31 hedge funds and large institutions have $9.85M invested in NUVEEN (PA)PREM INCM MUNI FD-2 in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
15% more funds holding
Funds holding: 27 → 31 (+4)
11% more capital invested
Capital invested by funds: $8.84M → $9.85M (+$1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$400K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$321K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$266K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$225K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$146K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$97K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$68K |
| 4 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$30.7K |
| 5 |
Citigroup
New York
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $28K | – | – | – |
|
|
AIG
27
American International Group
New York
| $26.9K | +$18.4K | +1,500 | +214% |
|
|
LFR
28
Lehman Financial Resources
Media,
Pennsylvania
| $18K | – | – | – |
|
|
PP
29
Palladium Partners
Norfolk,
Virginia
| $9K | – | – | – |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $2K | -$1.57K | -128 | -43% |
|
|
BRWA
31
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$68K | -5,100 | Closed |
|
|
32
Citigroup
New York
| – | -$10K | -752 | Closed |
|
|
FHC
33
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$5K | -400 | Closed |
|
NPY Hedge Fund Activity: Q3 2013 in Review
31 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in NUVEEN (PA)PREM INCM MUNI FD-2 (NPY) for Q3 2013, worth a combined $9.85M — up 11% from $8.84M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NPY positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $400K. The largest seller was Doliver Advisors, cutting an estimated $146K.
- 31 institutional investors held NUVEEN (PA)PREM INCM MUNI FD-2 (NPY) as of Q3 2013, up from 27 in Q2 2013.
- Funds reported $9.85M of NUVEEN (PA)PREM INCM MUNI FD-2 stock for Q3 2013, up 11% quarter-over-quarter.
- 7 funds opened new NUVEEN (PA)PREM INCM MUNI FD-2 positions in Q3 2013 and 3 closed out, a net change of +4 holders.
- The largest NUVEEN (PA)PREM INCM MUNI FD-2 buyer in Q3 2013 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $400K added.
- The largest NUVEEN (PA)PREM INCM MUNI FD-2 seller in Q3 2013 was Doliver Advisors, an estimated $146K sold.
Based on aggregated 13F filings for Q3 2013.