Nuveen Calif Div Muni
NVX
NVX was delisted on the 4th of November, 2016.
17 hedge funds and large institutions have $17.2M invested in Nuveen Calif Div Muni in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.
20% more capital invested
Capital invested by funds: $14.3M → $17.2M (+$2.89M)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0.66% more ownership
Funds ownership: 7.11% → 7.77% (+0.66%)
23% less funds holding
Funds holding: 22 → 17 (-5)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.07M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$990K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$553K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$362K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$465K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$409K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$301K |
| 4 |
Morgan Stanley
New York
|
-$272K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$197K |
NVX Hedge Fund Activity: Q3 2015 in Review
17 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q3 2015, worth a combined $17.2M — up 20% from $14.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NVX and 0 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 6 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.07M. The largest seller was Doliver Advisors, exiting entirely with an estimated $465K sold.
- 17 institutional investors held Nuveen Calif Div Muni (NVX) as of Q3 2015, down from 22 in Q2 2015.
- Funds reported $17.2M of Nuveen Calif Div Muni stock for Q3 2015, up 20% quarter-over-quarter.
- 0 funds opened new Nuveen Calif Div Muni positions in Q3 2015 and 5 closed out, a net change of -5 holders.
- The largest Nuveen Calif Div Muni buyer in Q3 2015 was Guggenheim Capital, an estimated $1.07M added.
- The largest Nuveen Calif Div Muni seller in Q3 2015 was Doliver Advisors, an estimated $465K sold.
Based on aggregated 13F filings for Q3 2015.