Nuveen Calif Div Muni
NVX
NVX was delisted on the 4th of November, 2016.
22 hedge funds and large institutions have $13M invested in Nuveen Calif Div Muni in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
6% more capital invested
Capital invested by funds: $12.3M → $13M (+$691K)
0.28% more ownership
Funds ownership: 5.8% → 6.08% (+0.28%)
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$648K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$188K |
| 3 |
Morgan Stanley
New York
|
+$115K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$96K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$74.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$549K |
| 2 |
SG Americas Securities
New York
|
-$170K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$64K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$47.4K |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$6K |
NVX Hedge Fund Activity: Q1 2015 in Review
22 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q1 2015, worth a combined $13M — up 5.6% from $12.3M a quarter earlier.
Fund positioning in NVX was balanced in Q1 2015: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 2 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $648K. The largest seller was AQR Capital Management, exiting entirely with an estimated $549K sold.
- 22 institutional investors held Nuveen Calif Div Muni (NVX) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $13M of Nuveen Calif Div Muni stock for Q1 2015, up 5.6% quarter-over-quarter.
- 3 funds opened new Nuveen Calif Div Muni positions in Q1 2015 and 3 closed out, a net change of 0 holders.
- The largest Nuveen Calif Div Muni buyer in Q1 2015 was Advisors Asset Management, an estimated $648K added.
- The largest Nuveen Calif Div Muni seller in Q1 2015 was AQR Capital Management, an estimated $549K sold.
Based on aggregated 13F filings for Q1 2015.