NUVEEN CALIF QUAL INCM MUNI FD
NUC
NUC was delisted on the 6th of June, 2014.
20 hedge funds and large institutions have $12.5M invested in NUVEEN CALIF QUAL INCM MUNI FD in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.
7% less capital invested
Capital invested by funds: $13.4M → $12.5M (-$954K)
9% less funds holding
Funds holding: 22 → 20 (-2)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$289K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$201K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$123K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$71.4K |
| 5 |
Morgan Stanley
New York
|
+$56.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$262K |
| 2 |
GIM
Grassi Investment Management
Santa Clara,
California
|
-$216K |
| 3 |
MBT
Montecito Bank & Trust
Santa Barbara,
California
|
-$185K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$71K |
| 5 |
LPL Financial
San Diego,
California
|
-$68.4K |
NUC Hedge Fund Activity: Q3 2013 in Review
20 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in NUVEEN CALIF QUAL INCM MUNI FD (NUC) for Q3 2013, worth a combined $12.5M — down 7.1% from $13.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NUC and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 6 added.
The largest buyer was Invesco, adding an estimated $289K. The largest seller was Guggenheim Capital, cutting an estimated $262K.
- 20 institutional investors held NUVEEN CALIF QUAL INCM MUNI FD (NUC) as of Q3 2013, down from 22 in Q2 2013.
- Funds reported $12.5M of NUVEEN CALIF QUAL INCM MUNI FD stock for Q3 2013, down 7.1% quarter-over-quarter.
- 1 fund opened new NUVEEN CALIF QUAL INCM MUNI FD positions in Q3 2013 and 3 closed out, a net change of -2 holders.
- The largest NUVEEN CALIF QUAL INCM MUNI FD buyer in Q3 2013 was Invesco, an estimated $289K added.
- The largest NUVEEN CALIF QUAL INCM MUNI FD seller in Q3 2013 was Guggenheim Capital, an estimated $262K sold.
Based on aggregated 13F filings for Q3 2013.