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NZH

Nuveen Calif Div
NZH

Delisted

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

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25 hedge funds and large institutions have $28.9M invested in Nuveen Calif Div in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 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

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

9% more funds holding

Funds holding: 23 → 25 (+2)

1% more capital invested

Capital invested by funds: $28.5M → $28.9M (+$304K)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$378K
2
WS
Wedbush Securities
California
+$336K
3
UBS Group
UBS Group
Switzerland
+$259K
4
LCM
Laurion Capital Management
New York
+$249K
5
FAAS
First Allied Advisory Services
California
+$243K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$458K
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$188K
3
Morgan Stanley
Morgan Stanley
New York
-$63.5K
4
Deutsche Bank
Deutsche Bank
Germany
-$47K
5
EWA
EP Wealth Advisors
California
-$19.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$6.65M +$113K +7,187 +2%
GC
2
Guggenheim Capital
Illinois
$5.27M -$458K -29,215 -8%
Invesco
3
Invesco
Georgia
$5.22M +$378K +24,108 +8%
Wells Fargo
4
Wells Fargo
California
$2.33M +$110K +7,035 +5%
LPL Financial
5
LPL Financial
California
$1.76M +$1.52K +97 +0.1%
UBS Group
6
UBS Group
Switzerland
$1.7M +$259K +16,530 +18%
Morgan Stanley
7
Morgan Stanley
New York
$919K -$63.5K -4,052 -6%
EWA
8
EP Wealth Advisors
California
$680K -$19.3K -1,233 -3%
IA
9
IFP Advisors
Florida
$625K +$3.43K +219 +0.5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$572K +$81.4K +5,196 +16%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$367K -$188K -12,000 -33%
WS
12
Wedbush Securities
California
$330K +$336K +21,461 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$306K – – –
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$284K +$783 +50 +0.3%
LWAC
15
Laurel Wealth Advisors (California)
California
$271K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$262K +$141K +9,000 +112%
DADC
17
D.A. Davidson & Co
Montana
$261K +$15.7K +1,000 +6%
LCM
18
Laurion Capital Management
New York
$244K +$249K +15,878 New
FAAS
19
First Allied Advisory Services
California
$238K +$243K +15,513 New
Bank of America
20
Bank of America
North Carolina
$193K -$16.3K -1,038 -8%
DA
21
Doliver Advisors
Texas
$158K +$161K +10,308 New
SNT
22
Security National Trust
West Virginia
$68K – – –
Creative Planning
23
Creative Planning
Kansas
$53K – – –
MFS
24
MSI Financial Services
Massachusetts
$52K – – –
IWMPD
25
Integrated Wealth Management (Palm Desert)
California
$38K – – –
1
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NZH Hedge Fund Activity: Q3 2016 in Review

25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nuveen Calif Div (NZH) for Q3 2016, worth a combined $28.9M — up 1.1% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NZH positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Invesco, adding an estimated $378K. The largest seller was Guggenheim Capital, cutting an estimated $458K.

  • 25 institutional investors held Nuveen Calif Div (NZH) as of Q3 2016, up from 23 in Q2 2016.
  • Funds reported $28.9M of Nuveen Calif Div stock for Q3 2016, up 1.1% quarter-over-quarter.
  • 4 funds opened new Nuveen Calif Div positions in Q3 2016 and 2 closed out, a net change of +2 holders.
  • The largest Nuveen Calif Div buyer in Q3 2016 was Invesco, an estimated $378K added.
  • The largest Nuveen Calif Div seller in Q3 2016 was Guggenheim Capital, an estimated $458K sold.

Based on aggregated 13F filings for Q3 2016.