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NVX

Nuveen Calif Div Muni
NVX

Delisted

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

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19 hedge funds and large institutions have $6.88M invested in Nuveen Calif Div Muni in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0% more funds holding

Funds holding: 19 → 19 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

6% less capital invested

Capital invested by funds: $7.31M → $6.88M (-$430K)

Holders
19
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
U
UBS
Switzerland
+$820K
2
AAM
Advisors Asset Management
Colorado
+$241K
3
AQR Capital Management
AQR Capital Management
Connecticut
+$196K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$153K
5
Morgan Stanley
Morgan Stanley
New York
+$69.8K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$571K
2
DA
Doliver Advisors
Texas
-$546K
3
GC
Guggenheim Capital
Illinois
-$379K
4
TC
TFS Capital
Pennsylvania
-$154K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$25.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.54M -$379K -29,453 -13%
U
2
UBS
Switzerland
$1.3M +$820K +63,761 +181%
AAM
3
Advisors Asset Management
Colorado
$1M +$241K +18,708 +33%
Invesco
4
Invesco
Georgia
$595K -$571K -44,416 -50%
LPL Financial
5
LPL Financial
California
$261K +$6.63K +515 +3%
Morgan Stanley
6
Morgan Stanley
New York
$246K +$69.8K +5,424 +41%
AQR Capital Management
7
AQR Capital Management
Connecticut
$200K +$196K +15,202 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$193K -$25.7K -2,000 -12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$156K +$153K +11,870 New
Bank of America
10
Bank of America
North Carolina
$110K +$43.4K +3,372 +68%
MA
11
MUFG Americas
New York
$98K – – –
M&T Bank
12
M&T Bank
New York
$83K – – –
Wells Fargo
13
Wells Fargo
California
$56K -$9.01K -700 -14%
M
14
MOTCO
Texas
$11K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$8K -$2.56K -199 -25%
BPBT
16
Boston Private Bank & Trust
Massachusetts
$8K – – –
Citigroup
17
Citigroup
New York
$8K +$6.75K +525 +618%
CFSG
18
Community Financial Services Group
Vermont
$3K – – –
Northern Trust
19
Northern Trust
Illinois
$1K – – –
DA
20
Doliver Advisors
Texas
– -$546K -39,689 Closed
TC
21
TFS Capital
Pennsylvania
– -$154K -11,213 Closed

NVX Hedge Fund Activity: Q3 2013 in Review

19 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q3 2013, worth a combined $6.88M — down 5.9% from $7.31M a quarter earlier.

Fund positioning in NVX was balanced in Q3 2013: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was UBS, adding an estimated $820K. The largest seller was Invesco, cutting an estimated $571K.

  • 19 institutional investors held Nuveen Calif Div Muni (NVX) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $6.88M of Nuveen Calif Div Muni stock for Q3 2013, down 5.9% quarter-over-quarter.
  • 2 funds opened new Nuveen Calif Div Muni positions in Q3 2013 and 2 closed out, a net change of 0 holders.
  • The largest Nuveen Calif Div Muni buyer in Q3 2013 was UBS, an estimated $820K added.
  • The largest Nuveen Calif Div Muni seller in Q3 2013 was Invesco, an estimated $571K sold.

Based on aggregated 13F filings for Q3 2013.