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JCO

Nuveen Credit Opportunities 2022 Target Term Fund

Delisted

JCO was delisted on the 25th of May, 2022.

28 hedge funds and large institutions have $35.7M invested in Nuveen Credit Opportunities 2022 Target Term Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

12% more funds holding

Funds holding: 2528 (+3)

8% more capital invested

Capital invested by funds: $33.2M → $35.7M (+$2.49M)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.8M +$2.08M +214,098 +12%
Wells Fargo
2
Wells Fargo
California
$3.19M -$19K -1,957 -0.6%
UBS Group
3
UBS Group
Switzerland
$2.55M +$42.4K +4,360 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.09M +$103K +10,564 +5%
BRWM
5
B. Riley Wealth Management
Tennessee
$1.19M +$29.9K +3,067 +3%
IWC
6
Integrated Wealth Concepts
Massachusetts
$1.07M +$627K +64,466 +146%
BTS
7
BB&T Securities
Virginia
$891K +$60.9K +6,258 +7%
NFG
8
Nations Financial Group
Iowa
$817K +$59.8K +6,141 +8%
CAN
9
Cetera Advisor Networks
California
$591K +$1.22K +125 +0.2%
RJA
10
Raymond James & Associates
Florida
$536K -$117K -12,030 -18%
AG
11
Advisor Group
Arizona
$481K +$474K +48,700 New
WEC
12
Winslow Evans & Crocker
Massachusetts
$320K +$78.9K +8,110 +33%
Bank of America
13
Bank of America
North Carolina
$313K -$190K -19,479 -38%
Stifel Financial
14
Stifel Financial
Missouri
$268K +$47.1K +4,844 +22%
CWS
15
Cypress Wealth Services
California
$247K
PAIM
16
Punch & Associates Investment Management
Minnesota
$211K -$2.97M -305,547 -93%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$197K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$191K +$24.7K +2,538 +15%
ACM
19
Arlington Capital Management
Illinois
$173K +$1.55K +159 +0.9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$138K +$136K +14,000 New
SG
21
StoneX Group
New York
$105K
Comerica Bank
22
Comerica Bank
Texas
$99K +$97.3K +10,000 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$99K +$97.3K +10,000 New
Deutsche Bank
24
Deutsche Bank
Germany
$99K +$97.8K +10,049 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$62K

JCO Hedge Fund Activity: Q3 2019 in Review

28 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Credit Opportunities 2022 Target Term Fund (JCO) for Q3 2019, worth a combined $35.7M — up 7.5% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JCO positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.08M. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.97M.

  • 28 institutional investors held Nuveen Credit Opportunities 2022 Target Term Fund (JCO) as of Q3 2019, up from 25 in Q2 2019.
  • Funds reported $35.7M of Nuveen Credit Opportunities 2022 Target Term Fund stock for Q3 2019, up 7.5% quarter-over-quarter.
  • 7 funds opened new Nuveen Credit Opportunities 2022 Target Term Fund positions in Q3 2019 and 4 closed out, a net change of +3 holders.
  • The largest Nuveen Credit Opportunities 2022 Target Term Fund buyer in Q3 2019 was Morgan Stanley, an estimated $2.08M added.
  • The largest Nuveen Credit Opportunities 2022 Target Term Fund seller in Q3 2019 was Punch & Associates Investment Management, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2019.