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NQJ

NUVEEN NJ INVT QUALITY MUNI FD
NQJ

Delisted

NQJ was delisted on the 7th of November, 2014.

27 hedge funds and large institutions have $11.6M invested in NUVEEN NJ INVT QUALITY MUNI FD in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

17% more funds holding

Funds holding: 2327 (+4)

9% less capital invested

Capital invested by funds: $12.8M → $11.6M (-$1.12M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.76M -$429K -33,397 -8%
Bank of America
2
Bank of America
North Carolina
$1.37M -$218K -17,013 -14%
AAM
3
Advisors Asset Management
Colorado
$1.35M +$77.7K +6,049 +6%
U
4
UBS
Switzerland
$655K +$84.8K +6,603 +15%
Morgan Stanley
5
Morgan Stanley
New York
$640K -$25.1K -1,955 -4%
LPL Financial
6
LPL Financial
California
$405K -$72.1K -5,617 -15%
EWM
7
Edge Wealth Management
New York
$387K +$77K +6,000 +25%
DA
8
Doliver Advisors
Texas
$368K -$76.9K -5,990 -17%
KIM
9
Karpus Investment Management
New York
$257K +$257K +20,000 New
TC
10
TFS Capital
Pennsylvania
$231K +$231K +17,963 New
Wells Fargo
11
Wells Fargo
California
$171K -$35.9K -2,799 -17%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$158K +$157K +12,248 New
AQR Capital Management
13
AQR Capital Management
Connecticut
$153K +$153K +11,890 New
SIA
14
Sit Investment Associates
Minnesota
$138K -$82.8K -6,453 -38%
GGPS
15
Gary Goldberg Planning Services
New York
$109K +$1.67K +130 +2%
BRWA
16
B. Riley Wealth Advisors
Florida
$104K -$62.9K -4,900 -38%
First Manhattan
17
First Manhattan
New York
$73K
FNBT
18
FineMark National Bank & Trust
Florida
$62K
WAM
19
Wolverine Asset Management
Illinois
$53K +$53.5K +4,167 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$50K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$35K -$15.1K -1,173 -30%
Creative Planning
22
Creative Planning
Kansas
$32K
FANJ
23
Financial Architects (New Jersey)
New Jersey
$21K
1IC
24
1919 Investment Counsel
Maryland
$20K
Citigroup
25
Citigroup
New York
$17K +$17.1K +1,333 New

NQJ Hedge Fund Activity: Q3 2013 in Review

27 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in NUVEEN NJ INVT QUALITY MUNI FD (NQJ) for Q3 2013, worth a combined $11.6M — down 8.8% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NQJ positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $257K. The largest seller was Guggenheim Capital, cutting an estimated $429K.

  • 27 institutional investors held NUVEEN NJ INVT QUALITY MUNI FD (NQJ) as of Q3 2013, up from 23 in Q2 2013.
  • Funds reported $11.6M of NUVEEN NJ INVT QUALITY MUNI FD stock for Q3 2013, down 8.8% quarter-over-quarter.
  • 6 funds opened new NUVEEN NJ INVT QUALITY MUNI FD positions in Q3 2013 and 2 closed out, a net change of +4 holders.
  • The largest NUVEEN NJ INVT QUALITY MUNI FD buyer in Q3 2013 was Karpus Investment Management, an estimated $257K added.
  • The largest NUVEEN NJ INVT QUALITY MUNI FD seller in Q3 2013 was Guggenheim Capital, an estimated $429K sold.

Based on aggregated 13F filings for Q3 2013.