Nuveen Calif Div Muni
NVX
NVX was delisted on the 4th of November, 2016.
24 hedge funds and large institutions have $10.4M invested in Nuveen Calif Div Muni in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
11% more capital invested
Capital invested by funds: $9.35M → $10.4M (+$1.06M)
9% more funds holding
Funds holding: 22 → 24 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$681K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$292K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$248K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$139K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$51.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$401K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$269K |
| 3 |
LPL Financial
San Diego,
California
|
-$27.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6K |
| 5 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$531 |
NVX Hedge Fund Activity: Q2 2014 in Review
24 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q2 2014, worth a combined $10.4M — up 11% from $9.35M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NVX positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $681K. The largest seller was AQR Capital Management, exiting entirely with an estimated $401K sold.
- 24 institutional investors held Nuveen Calif Div Muni (NVX) as of Q2 2014, up from 22 in Q1 2014.
- Funds reported $10.4M of Nuveen Calif Div Muni stock for Q2 2014, up 11% quarter-over-quarter.
- 4 funds opened new Nuveen Calif Div Muni positions in Q2 2014 and 2 closed out, a net change of +2 holders.
- The largest Nuveen Calif Div Muni buyer in Q2 2014 was Advisors Asset Management, an estimated $681K added.
- The largest Nuveen Calif Div Muni seller in Q2 2014 was AQR Capital Management, an estimated $401K sold.
Based on aggregated 13F filings for Q2 2014.