Nuveen Calif Div
NZH
NZH was delisted on the 4th of November, 2016.
28 hedge funds and large institutions have $27M invested in Nuveen Calif Div in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
27% more funds holding
Funds holding: 22 → 28 (+6)
20% more capital invested
Capital invested by funds: $22.5M → $27M (+$4.47M)
0.95% more ownership
Funds ownership: 6.93% → 7.88% (+0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.54M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.34M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$786K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$272K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$145K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$1.46M |
| 2 |
Morgan Stanley
New York
|
-$1.22M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$199K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$167K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$58.1K |
NZH Hedge Fund Activity: Q4 2015 in Review
28 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div (NZH) for Q4 2015, worth a combined $27M — up 20% from $22.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NZH positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.54M. The largest seller was CIBC Private Wealth Group, cutting an estimated $1.46M.
- 28 institutional investors held Nuveen Calif Div (NZH) as of Q4 2015, up from 22 in Q3 2015.
- Funds reported $27M of Nuveen Calif Div stock for Q4 2015, up 20% quarter-over-quarter.
- 7 funds opened new Nuveen Calif Div positions in Q4 2015 and 1 closed out, a net change of +6 holders.
- The largest Nuveen Calif Div buyer in Q4 2015 was LPL Financial, an estimated $2.54M added.
- The largest Nuveen Calif Div seller in Q4 2015 was CIBC Private Wealth Group, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2015.