Invesco Trust for Investment Grade New York Municipals
VTN
22 hedge funds and large institutions have $12.4M invested in Invesco Trust for Investment Grade New York Municipals in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
46% more capital invested
Capital invested by funds: $8.48M → $12.4M (+$3.94M)
1.02% more ownership
Funds ownership: 3.03% → 4.04% (+1%)
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$890K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$667K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$577K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$472K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$255K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$143K |
| 3 |
HCA
Harbour Capital Advisors
Tysons Corner,
Virginia
|
-$41.2K |
| 4 |
HK
Horizon Kinetics
New York
|
-$35.7K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$20.6K |
VTN Hedge Fund Activity: Q3 2014 in Review
22 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Invesco Trust for Investment Grade New York Municipals (VTN) for Q3 2014, worth a combined $12.4M — up 46% from $8.48M a quarter earlier.
Fund positioning in VTN was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 5 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $890K. The largest seller was Morgan Stanley, cutting an estimated $255K.
- 22 institutional investors held Invesco Trust for Investment Grade New York Municipals (VTN) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $12.4M of Invesco Trust for Investment Grade New York Municipals stock for Q3 2014, up 46% quarter-over-quarter.
- 3 funds opened new Invesco Trust for Investment Grade New York Municipals positions in Q3 2014 and 3 closed out, a net change of 0 holders.
- The largest Invesco Trust for Investment Grade New York Municipals buyer in Q3 2014 was Wolverine Asset Management, an estimated $890K added.
- The largest Invesco Trust for Investment Grade New York Municipals seller in Q3 2014 was Morgan Stanley, an estimated $255K sold.
Based on aggregated 13F filings for Q3 2014.