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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 $21.3M invested in Nuveen Calif Div Muni in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

24% more capital invested

Capital invested by funds: $17.2M → $21.3M (+$4.09M)

12% more funds holding

Funds holding: 17 → 19 (+2)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.33M
2
Invesco
Invesco
Georgia
+$1.01M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$879K
4
LPL Financial
LPL Financial
California
+$401K
5
LCM
Laurion Capital Management
New York
+$281K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$488K
2
AAM
Advisors Asset Management
Colorado
-$367K
3
Morgan Stanley
Morgan Stanley
New York
-$165K
4
Wells Fargo
Wells Fargo
California
-$15.1K
5
CFSG
Community Financial Services Group
Vermont
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.96M +$1.33M +87,980 +52%
UBS Group
2
UBS Group
Switzerland
$3.63M -$488K -32,354 -12%
Invesco
3
Invesco
Georgia
$3.38M +$1.01M +66,751 +43%
AAM
4
Advisors Asset Management
Colorado
$3.12M -$367K -24,312 -11%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.55M +$879K +58,333 +136%
Bank of America
6
Bank of America
North Carolina
$1.35M – – –
Morgan Stanley
7
Morgan Stanley
New York
$1.34M -$165K -10,965 -11%
LPL Financial
8
LPL Financial
California
$867K +$401K +26,568 +92%
IA
9
IFP Advisors
Florida
$624K +$614K +40,728 New
TCM
10
Tradewinds Capital Management
Washington
$300K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$299K +$16.1K +1,065 +6%
LCM
12
Laurion Capital Management
New York
$287K +$281K +18,648 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$179K -$3.84K -255 -2%
Wells Fargo
14
Wells Fargo
California
$124K -$15.1K -1,000 -11%
CG
15
Cutler Group
California
$107K +$106K +7,000 New
AF
16
Allworth Financial
California
$82K – – –
HRC
17
Hoertkorn Richard Charles
$46K – – –
DADC
18
D.A. Davidson & Co
Montana
$15K – – –
AIG
19
American International Group
New York
$1K – – –
CFSG
20
Community Financial Services Group
Vermont
– -$4K -250 Closed

NVX Hedge Fund Activity: Q4 2015 in Review

19 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q4 2015, worth a combined $21.3M — up 24% from $17.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NVX positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.33M. The largest seller was UBS Group, cutting an estimated $488K.

  • 19 institutional investors held Nuveen Calif Div Muni (NVX) as of Q4 2015, up from 17 in Q3 2015.
  • Funds reported $21.3M of Nuveen Calif Div Muni stock for Q4 2015, up 24% quarter-over-quarter.
  • 3 funds opened new Nuveen Calif Div Muni positions in Q4 2015 and 1 closed out, a net change of +2 holders.
  • The largest Nuveen Calif Div Muni buyer in Q4 2015 was Guggenheim Capital, an estimated $1.33M added.
  • The largest Nuveen Calif Div Muni seller in Q4 2015 was UBS Group, an estimated $488K sold.

Based on aggregated 13F filings for Q4 2015.