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NXZ

NUVEEN DIV ADV MUNI FD-2
NXZ

Delisted

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

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63 hedge funds and large institutions have $61.5M invested in NUVEEN DIV ADV MUNI FD-2 in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

3% more funds holding

Funds holding: 61 → 63 (+2)

9% less capital invested

Capital invested by funds: $67.8M → $61.5M (-$6.32M)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$1.22M
2
NCM
Newgate Capital Management
Connecticut
+$991K
3
PAM
PT Asset Management
Illinois
+$849K
4
PRCM
Pine River Capital Management
Minnesota
+$710K
5
DA
Doliver Advisors
Texas
+$556K

Top Sellers

Rank Fund Capital Flow
1
V
Veritable
Delaware
-$4.83M
2
Invesco
Invesco
Georgia
-$2.25M
3
AAM
Advisors Asset Management
Colorado
-$1.64M
4
KIM
Karpus Investment Management
New York
-$1.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$105K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$80K +$81K +5,672 New
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$50K – – –
Creative Planning
54
Creative Planning
Kansas
$40K – – –
Citigroup
55
Citigroup
New York
$38K +$24.6K +1,720 +172%
NFG
56
Next Financial Group
Texas
$26K +$12.9K +900 +90%
EWM
57
Evercore Wealth Management
New York
$21K +$21.4K +1,500 New
BRWM
58
B. Riley Wealth Management
Tennessee
$15K +$5.1K +357 +50%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$12K +$214 +15 +2%
WA
60
Winfield Associates
Ohio
$5K – – –
MA
61
MUFG Americas
New York
$5K +$1.96K +137 +62%
TRCT
62
Tower Research Capital (TRC)
New York
$2K -$4.55K -319 -73%
VC
63
Vicus Capital
Pennsylvania
$371 +$19.4K +1,360 +5%
V
64
Veritable
Delaware
– -$4.83M -342,553 Closed
AQR Capital Management
65
AQR Capital Management
Connecticut
– -$1.49M -105,480 Closed
LCM
66
Laurion Capital Management
New York
– -$370K -26,231 Closed
Mariner
67
Mariner
Kansas
– -$169K -11,990 Closed
WA
68
WFG Advisors
Texas
– -$51K -3,600 Closed
NPC
69
National Planning Corporation
California
– -$10K -700 Closed
1 2
3

NXZ Hedge Fund Activity: Q1 2015 in Review

63 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in NUVEEN DIV ADV MUNI FD-2 (NXZ) for Q1 2015, worth a combined $61.5M — down 9.3% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NXZ positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.22M. The largest seller was Veritable, exiting entirely with an estimated $4.83M sold.

  • 63 institutional investors held NUVEEN DIV ADV MUNI FD-2 (NXZ) as of Q1 2015, up from 61 in Q4 2014.
  • Funds reported $61.5M of NUVEEN DIV ADV MUNI FD-2 stock for Q1 2015, down 9.3% quarter-over-quarter.
  • 9 funds opened new NUVEEN DIV ADV MUNI FD-2 positions in Q1 2015 and 6 closed out, a net change of +3 holders.
  • The largest NUVEEN DIV ADV MUNI FD-2 buyer in Q1 2015 was Parametric Portfolio Associates, an estimated $1.22M added.
  • The largest NUVEEN DIV ADV MUNI FD-2 seller in Q1 2015 was Veritable, an estimated $4.83M sold.

Based on aggregated 13F filings for Q1 2015.