Nuveen Calif Div Muni
NVX
NVX was delisted on the 4th of November, 2016.
23 hedge funds and large institutions have $9.46M invested in Nuveen Calif Div Muni in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
37% more capital invested
Capital invested by funds: $6.88M → $9.46M (+$2.58M)
21% more funds holding
Funds holding: 19 → 23 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.08M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$655K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$366K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$188K |
| 5 |
SG Americas Securities
New York
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$352K |
| 2 |
MA
MUFG Americas
New York
|
-$47.2K |
| 3 |
M
MOTCO
San Antonio,
Texas
|
-$11K |
| 4 |
Citigroup
New York
|
-$8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citigroup
New York
| – | -$8K | -610 | Closed |
|
|
CFSG
27
Community Financial Services Group
Newport,
Vermont
| – | -$3K | -250 | Closed |
|
NVX Hedge Fund Activity: Q4 2013 in Review
23 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q4 2013, worth a combined $9.46M — up 37% from $6.88M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NVX positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was UBS, adding an estimated $1.08M. The largest seller was Guggenheim Capital, cutting an estimated $352K.
- 23 institutional investors held Nuveen Calif Div Muni (NVX) as of Q4 2013, up from 19 in Q3 2013.
- Funds reported $9.46M of Nuveen Calif Div Muni stock for Q4 2013, up 37% quarter-over-quarter.
- 8 funds opened new Nuveen Calif Div Muni positions in Q4 2013 and 4 closed out, a net change of +4 holders.
- The largest Nuveen Calif Div Muni buyer in Q4 2013 was UBS, an estimated $1.08M added.
- The largest Nuveen Calif Div Muni seller in Q4 2013 was Guggenheim Capital, an estimated $352K sold.
Based on aggregated 13F filings for Q4 2013.