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NVX

Nuveen Calif Div Muni

Delisted

NVX was delisted on the 4th of November, 2016.

22 hedge funds and large institutions have $12.3M invested in Nuveen Calif Div Muni in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

13% more capital invested

Capital invested by funds: $10.9M → $12.3M (+$1.39M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less funds holding

Funds holding: 2322 (-1)

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
-$59K -4,306 Closed

NVX Hedge Fund Activity: Q4 2014 in Review

22 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q4 2014, worth a combined $12.3M — up 13% from $10.9M a quarter earlier.

Fund positioning in NVX was balanced in Q4 2014: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $904K. The largest seller was Doliver Advisors, exiting entirely with an estimated $463K sold.

  • 22 institutional investors held Nuveen Calif Div Muni (NVX) as of Q4 2014, down from 23 in Q3 2014.
  • Funds reported $12.3M of Nuveen Calif Div Muni stock for Q4 2014, up 13% quarter-over-quarter.
  • 4 funds opened new Nuveen Calif Div Muni positions in Q4 2014 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Calif Div Muni buyer in Q4 2014 was Morgan Stanley, an estimated $904K added.
  • The largest Nuveen Calif Div Muni seller in Q4 2014 was Doliver Advisors, an estimated $463K sold.

Based on aggregated 13F filings for Q4 2014.