We are live on ! Find out more
NXM

NUVEEN PENNSYLVANIA DIV ADV
NXM

Delisted

NXM was delisted on the 7th of February, 2014.

Back to rankings

16 hedge funds and large institutions have $3.92M invested in NUVEEN PENNSYLVANIA DIV ADV in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

32% more capital invested

Capital invested by funds: $2.97M → $3.92M (+$943K)

23% more funds holding

Funds holding: 13 → 16 (+3)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$609K
2
WAM
Wolverine Asset Management
Illinois
+$348K
3
TC
TFS Capital
Pennsylvania
+$177K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$124K
5
Morgan Stanley
Morgan Stanley
New York
+$88.9K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$161K
2
Wells Fargo
Wells Fargo
California
-$48K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$1.19M +$609K +49,436 +105%
Morgan Stanley
2
Morgan Stanley
New York
$1.09M +$88.9K +7,217 +9%
WAM
3
Wolverine Asset Management
Illinois
$557K +$348K +28,273 +165%
DA
4
Doliver Advisors
Texas
$418K -$161K -13,056 -28%
TC
5
TFS Capital
Pennsylvania
$176K +$177K +14,355 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$124K +$124K +10,081 New
Wells Fargo
7
Wells Fargo
California
$104K -$48K -3,900 -31%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$88K – – –
U
9
UBS
Switzerland
$66K +$44.5K +3,615 +200%
M&T Bank
10
M&T Bank
New York
$37K – – –
WA
11
WFG Advisors
Texas
$26K +$370 +30 +1%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$18K – – –
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$12K – – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$8K – – –
Citigroup
15
Citigroup
New York
$6K +$1.87K +152 +40%
TRCT
16
Tower Research Capital (TRC)
New York
$1K +$1.23K +100 New

NXM Hedge Fund Activity: Q3 2013 in Review

16 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in NUVEEN PENNSYLVANIA DIV ADV (NXM) for Q3 2013, worth a combined $3.92M — up 32% from $2.97M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NXM positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $609K. The largest seller was Doliver Advisors, cutting an estimated $161K.

  • 16 institutional investors held NUVEEN PENNSYLVANIA DIV ADV (NXM) as of Q3 2013, up from 13 in Q2 2013.
  • Funds reported $3.92M of NUVEEN PENNSYLVANIA DIV ADV stock for Q3 2013, up 32% quarter-over-quarter.
  • 3 funds opened new NUVEEN PENNSYLVANIA DIV ADV positions in Q3 2013 and 0 closed out, a net change of +3 holders.
  • The largest NUVEEN PENNSYLVANIA DIV ADV buyer in Q3 2013 was Karpus Investment Management, an estimated $609K added.
  • The largest NUVEEN PENNSYLVANIA DIV ADV seller in Q3 2013 was Doliver Advisors, an estimated $161K sold.

Based on aggregated 13F filings for Q3 2013.