Nuveen Calif Div Muni
NVX
NVX was delisted on the 4th of November, 2016.
23 hedge funds and large institutions have $10.9M invested in Nuveen Calif Div Muni in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
5% more capital invested
Capital invested by funds: $10.4M → $10.9M (+$473K)
4% less funds holding
Funds holding: 24 → 23 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
+$461K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$344K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$179K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$113K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$73.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$292K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$89.4K |
| 3 |
M&T Bank
Buffalo,
New York
|
-$88K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$84K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$78.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Creative Planning
Overland Park,
Kansas
| – | -$84K | -6,000 | Closed |
|
|
MA
27
MUFG Americas
New York
| – | -$52K | -3,687 | Closed |
|
|
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| – | -$13K | -900 | Closed |
|
NVX Hedge Fund Activity: Q3 2014 in Review
23 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q3 2014, worth a combined $10.9M — up 4.5% from $10.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NVX and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.
The largest buyer was Doliver Advisors, opening a new position worth an estimated $461K. The largest seller was TFS Capital, exiting entirely with an estimated $292K sold.
- 23 institutional investors held Nuveen Calif Div Muni (NVX) as of Q3 2014, down from 24 in Q2 2014.
- Funds reported $10.9M of Nuveen Calif Div Muni stock for Q3 2014, up 4.5% quarter-over-quarter.
- 4 funds opened new Nuveen Calif Div Muni positions in Q3 2014 and 5 closed out, a net change of -1 holder.
- The largest Nuveen Calif Div Muni buyer in Q3 2014 was Doliver Advisors, an estimated $461K added.
- The largest Nuveen Calif Div Muni seller in Q3 2014 was TFS Capital, an estimated $292K sold.
Based on aggregated 13F filings for Q3 2014.