Invesco Trust for Investment Grade New York Municipals
VTN
22 hedge funds and large institutions have $8.48M invested in Invesco Trust for Investment Grade New York Municipals in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
22% more funds holding
Funds holding: 18 → 22 (+4)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
4% more capital invested
Capital invested by funds: $8.15M → $8.48M (+$333K)
0.14% more ownership
Funds ownership: 2.89% → 3.03% (+0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$244K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$238K |
| 3 |
Morgan Stanley
New York
|
+$165K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$144K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$62.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$233K |
| 2 |
HCA
Harbour Capital Advisors
Tysons Corner,
Virginia
|
-$143K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$119K |
| 4 |
HK
Horizon Kinetics
New York
|
-$31.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$15.2K |
VTN Hedge Fund Activity: Q2 2014 in Review
22 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q2 2014, worth a combined $8.48M — up 4.1% from $8.15M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VTN positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $244K. The largest seller was Guggenheim Capital, cutting an estimated $233K.
- 22 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q2 2014, up from 18 in Q1 2014.
- Funds reported $8.48M of Invesco Trust for Investment Grade New York Municipals stock for Q2 2014, up 4.1% quarter-over-quarter.
- 5 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q2 2014 and 1 closed out, a net change of +4 holders.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q2 2014 was Wolverine Asset Management, an estimated $244K added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q2 2014 was Guggenheim Capital, an estimated $233K sold.
Based on aggregated 13F filings for Q2 2014.