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NXZ

NUVEEN DIV ADV MUNI FD-2
NXZ

Delisted

NXZ was delisted on the 8th of April, 2016.

53 hedge funds and large institutions have $62.2M invested in NUVEEN DIV ADV MUNI FD-2 in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $55.9M → $62.2M (+$6.3M)

6% more funds holding

Funds holding: 5053 (+3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
21
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$344K +$347K +27,112 New
YP
27
Yellowstone Partners
Idaho
$312K +$314K +24,563 New
FHA
28
First Horizon Advisors
Tennessee
$309K -$109K -8,491 -27%
WAM
29
Weiss Asset Management
Massachusetts
$308K +$311K +24,306 New
WSFS
30
Wilmington Savings Fund Society
Delaware
$300K
VanEck Associates
31
VanEck Associates
New York
$274K -$39.3K -3,073 -12%
MIG
32
Mariner Investment Group
New York
$266K +$126K +9,896 +89%
VFS
33
VSR Financial Services
Kansas
$254K
LCM
34
Landscape Capital Management
New Jersey
$219K +$221K +17,252 New
Mariner
35
Mariner
Kansas
$215K -$14.6K -1,145 -6%
PMG
36
ProVise Management Group
Florida
$214K -$30.8K -2,409 -12%
RJA
37
Raymond James & Associates
Florida
$204K -$35.9K -2,807 -15%
U
38
UBS
Switzerland
$178K -$178K -13,947 -50%
VKH
39
Virtu KCG Holdings
New York
$170K +$171K +13,398 New
DS
40
DRW Securities
Illinois
$141K +$14.1K +1,100 +11%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$129K +$130K +10,150 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$119K +$21.2K +1,660 +22%
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$63K -$25.6K -2,000 -29%
WA
44
WFG Advisors
Texas
$46K
Creative Planning
45
Creative Planning
Kansas
$39K
Citigroup
46
Citigroup
New York
$39K +$38.8K +3,039 New
TCM
47
Tradewinds Capital Management
Washington
$38K +$38.3K +3,000 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$32K
MFS
49
MSI Financial Services
Massachusetts
$27K +$51 +4 +0.2%
EWM
50
Evercore Wealth Management
New York
$19K

NXZ Hedge Fund Activity: Q4 2013 in Review

53 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NUVEEN DIV ADV MUNI FD-2 (NXZ) for Q4 2013, worth a combined $62.2M — up 11% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NXZ positions and 8 closed out — a net gain of 5 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Veritable, adding an estimated $3.9M. The largest seller was Claren Road Asset Management, exiting entirely with an estimated $2.86M sold.

  • 53 institutional investors held NUVEEN DIV ADV MUNI FD-2 (NXZ) as of Q4 2013, up from 50 in Q3 2013.
  • Funds reported $62.2M of NUVEEN DIV ADV MUNI FD-2 stock for Q4 2013, up 11% quarter-over-quarter.
  • 13 funds opened new NUVEEN DIV ADV MUNI FD-2 positions in Q4 2013 and 8 closed out, a net change of +5 holders.
  • The largest NUVEEN DIV ADV MUNI FD-2 buyer in Q4 2013 was Veritable, an estimated $3.9M added.
  • The largest NUVEEN DIV ADV MUNI FD-2 seller in Q4 2013 was Claren Road Asset Management, an estimated $2.86M sold.

Based on aggregated 13F filings for Q4 2013.