Nuveen Calif Div
NZH
NZH was delisted on the 4th of November, 2016.
27 hedge funds and large institutions have $13.9M invested in Nuveen Calif Div in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
38% more capital invested
Capital invested by funds: $10.1M → $13.9M (+$3.82M)
35% more funds holding
Funds holding: 20 → 27 (+7)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HS
HighVista Strategies
Boston,
Massachusetts
|
+$1.26M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
| 3 |
ACM
Akanthos Capital Management
Woodland Hills,
California
|
+$457K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$387K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$970K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$471K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$135K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$57.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$16.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
26
D.A. Davidson & Co
Great Falls,
Montana
| $11K | +$11.4K | +1,000 | New |
|
|
OFG
27
OTA Financial Group
Purchase,
New York
| $280 | +$281K | +24,603 | New |
|
|
TC
28
TFS Capital
West Chester,
Pennsylvania
| – | -$471K | -40,402 | Closed |
|
29
Northern Trust
Chicago,
Illinois
| – | -$1K | -10,000 | Closed |
|
|
AIG
30
American International Group
New York
| – | -$2.34K | -201 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$2K | -200 | Closed |
|
NZH Hedge Fund Activity: Q4 2013 in Review
27 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div (NZH) for Q4 2013, worth a combined $13.9M — up 38% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NZH positions and 4 closed out — a net gain of 7 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was HighVista Strategies, opening a new position worth an estimated $1.26M. The largest seller was Guggenheim Capital, cutting an estimated $970K.
- 27 institutional investors held Nuveen Calif Div (NZH) as of Q4 2013, up from 20 in Q3 2013.
- Funds reported $13.9M of Nuveen Calif Div stock for Q4 2013, up 38% quarter-over-quarter.
- 11 funds opened new Nuveen Calif Div positions in Q4 2013 and 4 closed out, a net change of +7 holders.
- The largest Nuveen Calif Div buyer in Q4 2013 was HighVista Strategies, an estimated $1.26M added.
- The largest Nuveen Calif Div seller in Q4 2013 was Guggenheim Capital, an estimated $970K sold.
Based on aggregated 13F filings for Q4 2013.