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NZH

Nuveen Calif Div
NZH

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
6
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HS
HighVista Strategies
Massachusetts
+$1.26M
2
Wells Fargo
Wells Fargo
California
+$1.25M
3
ACM
Akanthos Capital Management
California
+$457K
4
MIG
Mariner Investment Group
New York
+$387K
5
DA
Doliver Advisors
Texas
+$357K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$970K
2
TC
TFS Capital
Pennsylvania
-$471K
3
U
UBS
Switzerland
-$135K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$57.1K
5
Bank of America
Bank of America
North Carolina
-$16.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.82M -$970K -85,019 -20%
Wells Fargo
2
Wells Fargo
California
$1.45M +$1.25M +109,209 +607%
HS
3
HighVista Strategies
Massachusetts
$1.26M +$1.26M +110,509 New
AAM
4
Advisors Asset Management
Colorado
$1.21M +$247K +21,642 +26%
LPL Financial
5
LPL Financial
California
$1.12M +$20.5K +1,799 +2%
Morgan Stanley
6
Morgan Stanley
New York
$750K +$119K +10,435 +19%
ACM
7
Akanthos Capital Management
California
$742K +$457K +40,000 +160%
AQR Capital Management
8
AQR Capital Management
Connecticut
$447K +$156K +13,693 +54%
MIG
9
Mariner Investment Group
New York
$387K +$387K +33,872 New
DA
10
Doliver Advisors
Texas
$357K +$357K +31,258 New
Invesco
11
Invesco
Georgia
$320K -$9.71K -851 -3%
HCM
12
Hollencrest Capital Management
California
$308K +$308K +26,960 New
VKH
13
Virtu KCG Holdings
New York
$292K +$292K +25,584 New
TCM
14
Tradewinds Capital Management
Washington
$246K +$245K +21,500 New
Bank of America
15
Bank of America
North Carolina
$182K -$16.5K -1,448 -8%
OC
16
Oppenheimer & Co
New York
$182K +$182K +15,986 New
SG Americas Securities
17
SG Americas Securities
New York
$174K +$174K +15,261 New
HK
18
Horizon Kinetics
New York
$173K – – –
PRCM
19
Pine River Capital Management
Minnesota
$167K +$167K +14,600 New
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$137K – – –
U
21
UBS
Switzerland
$96K -$135K -11,871 -59%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16K -$57.1K -5,000 -78%
MA
23
MUFG Americas
New York
$14K – – –
Citigroup
24
Citigroup
New York
$13K – – –
EMA
25
Efficient Market Advisors
California
$11K – – –
1
2

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.