Nuveen Calif Div Muni
NVX
NVX was delisted on the 4th of November, 2016.
22 hedge funds and large institutions have $9.35M invested in Nuveen Calif Div Muni in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
0.44% less ownership
Funds ownership: 5.08% → 4.64% (-0.44%)
1% less capital invested
Capital invested by funds: $9.46M → $9.35M (-$113K)
4% less funds holding
Funds holding: 23 → 22 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$352K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$315K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$196K |
| 4 |
Morgan Stanley
New York
|
+$104K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$90.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$984K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$648K |
| 3 |
SG Americas Securities
New York
|
-$124K |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$92.9K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$80.2K |
NVX Hedge Fund Activity: Q1 2014 in Review
22 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q1 2014, worth a combined $9.35M — down 1.2% from $9.46M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NVX and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.
The largest buyer was UBS, adding an estimated $352K. The largest seller was Guggenheim Capital, cutting an estimated $984K.
- 22 institutional investors held Nuveen Calif Div Muni (NVX) as of Q1 2014, down from 23 in Q4 2013.
- Funds reported $9.35M of Nuveen Calif Div Muni stock for Q1 2014, down 1.2% quarter-over-quarter.
- 2 funds opened new Nuveen Calif Div Muni positions in Q1 2014 and 3 closed out, a net change of -1 holder.
- The largest Nuveen Calif Div Muni buyer in Q1 2014 was UBS, an estimated $352K added.
- The largest Nuveen Calif Div Muni seller in Q1 2014 was Guggenheim Capital, an estimated $984K sold.
Based on aggregated 13F filings for Q1 2014.