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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 $24.9M invested in Nuveen Calif Div Muni in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more funds holding

Funds holding: 18 → 19 (+1)

5% more capital invested

Capital invested by funds: $23.7M → $24.9M (+$1.22M)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$791K
2
GC
Guggenheim Capital
Illinois
+$465K
3
Invesco
Invesco
Georgia
+$402K
4
Morgan Stanley
Morgan Stanley
New York
+$294K
5
WS
Wedbush Securities
California
+$214K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$709K
2
TCM
Tradewinds Capital Management
Washington
-$200K
3
Bank of America
Bank of America
North Carolina
-$119K
4
AF
Allworth Financial
California
-$115
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.63M +$791K +48,055 +16%
GC
2
Guggenheim Capital
Illinois
$5.44M +$465K +28,246 +9%
Invesco
3
Invesco
Georgia
$5.19M +$402K +24,402 +8%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.46M +$83.2K +5,055 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.46M +$294K +17,871 +25%
Bank of America
6
Bank of America
North Carolina
$1.33M -$119K -7,238 -8%
IA
7
IFP Advisors
Florida
$780K +$52.2K +3,169 +7%
UBS Group
8
UBS Group
Switzerland
$694K -$709K -43,083 -51%
LPL Financial
9
LPL Financial
California
$561K +$104K +6,342 +22%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$339K +$214 +13 +0.1%
WS
11
Wedbush Securities
California
$213K +$214K +12,970 New
SIA
12
Sit Investment Associates
Minnesota
$201K +$84K +5,100 +72%
Wells Fargo
13
Wells Fargo
California
$182K +$28K +1,700 +18%
CG
14
Cutler Group
California
$115K – – –
AA
15
Apriem Advisors
California
$115K +$41.2K +2,500 +56%
AF
16
Allworth Financial
California
$88K -$115 -7 -0.1%
WT
17
Whittier Trust
California
$49K +$49.4K +3,000 New
DADC
18
D.A. Davidson & Co
Montana
$16K – – –
AG
19
Advisor Group
Arizona
$1K – – –
TCM
20
Tradewinds Capital Management
Washington
– -$200K -12,000 Closed

NVX Hedge Fund Activity: Q3 2016 in Review

19 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div Muni (NVX) for Q3 2016, worth a combined $24.9M — up 5.2% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NVX positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $791K. The largest seller was UBS Group, cutting an estimated $709K.

  • 19 institutional investors held Nuveen Calif Div Muni (NVX) as of Q3 2016, up from 18 in Q2 2016.
  • Funds reported $24.9M of Nuveen Calif Div Muni stock for Q3 2016, up 5.2% quarter-over-quarter.
  • 2 funds opened new Nuveen Calif Div Muni positions in Q3 2016 and 1 closed out, a net change of +1 holder.
  • The largest Nuveen Calif Div Muni buyer in Q3 2016 was Advisors Asset Management, an estimated $791K added.
  • The largest Nuveen Calif Div Muni seller in Q3 2016 was UBS Group, an estimated $709K sold.

Based on aggregated 13F filings for Q3 2016.