We are live on ! Find out more
NZH

Nuveen Calif Div
NZH

Delisted

NZH was delisted on the 4th of November, 2016.

Back to rankings

20 hedge funds and large institutions have $10.1M invested in Nuveen Calif Div in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more funds holding

Funds holding: 18 → 20 (+2)

9% less capital invested

Capital invested by funds: $11.1M → $10.1M (-$1.01M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
+$468K
2
AQR Capital Management
AQR Capital Management
Connecticut
+$295K
3
ACM
Akanthos Capital Management
California
+$290K
4
AAM
Advisors Asset Management
Colorado
+$240K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$16.2K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$709K
2
DA
Doliver Advisors
Texas
-$505K
3
Invesco
Invesco
Georgia
-$176K
4
U
UBS
Switzerland
-$139K
5
Wells Fargo
Wells Fargo
California
-$42.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.89M -$709K -61,203 -13%
LPL Financial
2
LPL Financial
California
$1.08M +$2.14K +185 +0.2%
AAM
3
Advisors Asset Management
Colorado
$982K +$240K +20,739 +33%
Morgan Stanley
4
Morgan Stanley
New York
$643K -$27K -2,334 -4%
TC
5
TFS Capital
Pennsylvania
$471K +$468K +40,402 New
Invesco
6
Invesco
Georgia
$336K -$176K -15,184 -34%
AQR Capital Management
7
AQR Capital Management
Connecticut
$297K +$295K +25,476 New
ACM
8
Akanthos Capital Management
California
$291K +$290K +25,000 New
U
9
UBS
Switzerland
$236K -$139K -12,002 -37%
Wells Fargo
10
Wells Fargo
California
$209K -$42.1K -3,639 -17%
Bank of America
11
Bank of America
North Carolina
$202K +$6.07K +524 +3%
HK
12
Horizon Kinetics
New York
$176K – – –
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$140K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$75K +$16.2K +1,400 +28%
MA
15
MUFG Americas
New York
$14K – – –
Citigroup
16
Citigroup
New York
$13K -$46 -4 -0.4%
EMA
17
Efficient Market Advisors
California
$12K – – –
AIG
18
American International Group
New York
$2.34K +$2.33K +201 New
TRCT
19
Tower Research Capital (TRC)
New York
$2K -$13.4K -1,161 -85%
Northern Trust
20
Northern Trust
Illinois
$1K – – –
DA
21
Doliver Advisors
Texas
– -$505K -40,614 Closed
Ameriprise
22
Ameriprise
Minnesota
– -$12K -1,000 Closed

NZH Hedge Fund Activity: Q3 2013 in Review

20 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div (NZH) for Q3 2013, worth a combined $10.1M — down 9.2% from $11.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NZH positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was TFS Capital, opening a new position worth an estimated $468K. The largest seller was Guggenheim Capital, cutting an estimated $709K.

  • 20 institutional investors held Nuveen Calif Div (NZH) as of Q3 2013, up from 18 in Q2 2013.
  • Funds reported $10.1M of Nuveen Calif Div stock for Q3 2013, down 9.2% quarter-over-quarter.
  • 4 funds opened new Nuveen Calif Div positions in Q3 2013 and 2 closed out, a net change of +2 holders.
  • The largest Nuveen Calif Div buyer in Q3 2013 was TFS Capital, an estimated $468K added.
  • The largest Nuveen Calif Div seller in Q3 2013 was Guggenheim Capital, an estimated $709K sold.

Based on aggregated 13F filings for Q3 2013.