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JCO

Nuveen Credit Opportunities 2022 Target Term Fund

Delisted

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

27 hedge funds and large institutions have $35.3M invested in Nuveen Credit Opportunities 2022 Target Term Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5% more capital invested

Capital invested by funds: $33.4M → $35.3M (+$1.83M)

0% more funds holding

Funds holding: 2727 (0)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.5M +$2.28M +275,379 +13%
Wells Fargo
2
Wells Fargo
California
$4.24M +$358K +43,254 +9%
IWC
3
Integrated Wealth Concepts
Massachusetts
$2.76M -$63.4K -7,653 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.63M +$87K +10,507 +6%
UBS Group
5
UBS Group
Switzerland
$1.19M +$30.6K +3,694 +3%
NFG
6
Nations Financial Group
Iowa
$783K +$53.3K +6,432 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$676K -$5.82K -703 -0.9%
BRWM
8
B. Riley Wealth Management
Tennessee
$610K -$35.5K -4,287 -6%
Truist Financial
9
Truist Financial
North Carolina
$520K +$73.8K +8,906 +17%
BI
10
Bramshill Investments
Florida
$504K +$497K +60,028 New
SWP
11
Stratos Wealth Partners
Ohio
$356K +$38.1K +4,602 +12%
RJA
12
Raymond James & Associates
Florida
$319K -$48.6K -5,868 -13%
Bank of America
13
Bank of America
North Carolina
$287K -$5.61K -677 -2%
Stifel Financial
14
Stifel Financial
Missouri
$284K -$2.91K -351 -1%
SFS
15
Shaker Financial Services
Virginia
$272K -$1.52M -183,163 -85%
CWS
16
Cypress Wealth Services
California
$233K +$1.18K +143 +0.5%
CAN
17
Cetera Advisor Networks
California
$199K +$197K +23,775 New
KAS
18
Kestra Advisory Services
Texas
$185K -$187K -22,627 -51%
WAM
19
Wolverine Asset Management
Illinois
$158K -$376K -45,400 -71%
BRWA
20
B. Riley Wealth Advisors
Florida
$152K +$150K +18,095 New
PAG
21
Private Advisor Group
New Jersey
$146K -$26.5K -3,200 -16%
DADC
22
D.A. Davidson & Co
Montana
$97K -$6K -725 -6%
OIM
23
Oder Investment Management
California
$93K +$356 +43 +0.4%
Osaic Holdings
24
Osaic Holdings
Arizona
$65K +$4.14K +500 +7%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$15K +$14.9K +1,802 New

JCO Hedge Fund Activity: Q1 2021 in Review

27 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Credit Opportunities 2022 Target Term Fund (JCO) for Q1 2021, worth a combined $35.3M — up 5.5% from $33.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JCO positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.28M. The largest seller was Shaker Financial Services, cutting an estimated $1.52M.

  • 27 institutional investors held Nuveen Credit Opportunities 2022 Target Term Fund (JCO) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $35.3M of Nuveen Credit Opportunities 2022 Target Term Fund stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 6 funds opened new Nuveen Credit Opportunities 2022 Target Term Fund positions in Q1 2021 and 5 closed out, a net change of +1 holder.
  • The largest Nuveen Credit Opportunities 2022 Target Term Fund buyer in Q1 2021 was Morgan Stanley, an estimated $2.28M added.
  • The largest Nuveen Credit Opportunities 2022 Target Term Fund seller in Q1 2021 was Shaker Financial Services, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2021.