Invesco Trust for Investment Grade New York Municipals
VTN
18 hedge funds and large institutions have $8.15M invested in Invesco Trust for Investment Grade New York Municipals in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 6 closing their positions.
11% more capital invested
Capital invested by funds: $7.34M → $8.15M (+$810K)
0% more ownership
Funds ownership: 2.88% → 2.89% (+0%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
25% less funds holding
Funds holding: 24 → 18 (-6)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$971K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$94.8K |
| 3 |
LCM
Lucas Capital Management
Red Bank,
New Jersey
|
+$33.8K |
| 4 |
Morgan Stanley
New York
|
+$16.6K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$2.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$306K |
| 2 |
Barclays
London,
United Kingdom
|
-$173K |
| 3 |
SG Americas Securities
New York
|
-$157K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$151K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$123K |
VTN Hedge Fund Activity: Q1 2014 in Review
18 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q1 2014, worth a combined $8.15M — up 11% from $7.34M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of VTN and 0 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 5 added.
The largest buyer was Wells Fargo, adding an estimated $971K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $306K sold.
- 18 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q1 2014, down from 24 in Q4 2013.
- Funds reported $8.15M of Invesco Trust for Investment Grade New York Municipals stock for Q1 2014, up 11% quarter-over-quarter.
- 0 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q1 2014 and 6 closed out, a net change of -6 holders.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q1 2014 was Wells Fargo, an estimated $971K added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q1 2014 was Virtu KCG Holdings, an estimated $306K sold.
Based on aggregated 13F filings for Q1 2014.