We are live on ! Find out more
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 $36.6M invested in Nuveen Credit Opportunities 2022 Target Term Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2728 (+1)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

1% less capital invested

Capital invested by funds: $36.9M → $36.6M (-$274K)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.6M +$121K +14,623 +0.6%
Wells Fargo
2
Wells Fargo
California
$3.54M -$130K -15,666 -3%
IWC
3
Integrated Wealth Concepts
Massachusetts
$2.87M +$232K +28,077 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.81M +$283K +34,221 +18%
UBS Group
5
UBS Group
Switzerland
$1.21M -$3.54K -428 -0.3%
NFG
6
Nations Financial Group
Iowa
$780K +$3.19K +385 +0.4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$669K -$13.3K -1,612 -2%
AIFAIM
8
American Institute for Advanced Investment Management
Arizona
$572K +$578K +69,875 New
Bank of America
9
Bank of America
North Carolina
$537K +$150K +18,121 +38%
Truist Financial
10
Truist Financial
North Carolina
$388K -$99.3K -12,000 -20%
BRWM
11
B. Riley Wealth Management
Tennessee
$383K -$187K -22,559 -33%
SWP
12
Stratos Wealth Partners
Ohio
$369K -$1.42K -172 -0.4%
BRWA
13
B. Riley Wealth Advisors
Florida
$288K -$8.29K -1,002 -3%
WAM
14
Wolverine Asset Management
Illinois
$286K +$189K +22,869 +189%
MHIC
15
Marble Harbor Investment Counsel
Massachusetts
$246K +$33.1K +4,000 +15%
CWS
16
Cypress Wealth Services
California
$230K +$1.32K +159 +0.6%
KAS
17
Kestra Advisory Services
Texas
$172K -$9.77K -1,180 -5%
PAG
18
Private Advisor Group
New Jersey
$142K -$16.6K -2,000 -10%
Stifel Financial
19
Stifel Financial
Missouri
$120K -$14.5K -1,751 -11%
LPL Financial
20
LPL Financial
California
$104K -$9.05K -1,093 -8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$92K +$770 +93 +0.8%
OIM
22
Oder Investment Management
California
$91K +$265 +32 +0.3%
Osaic Holdings
23
Osaic Holdings
Arizona
$35K -$26.5K -3,200 -43%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$33K +$3.78K +457 +13%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$33K +$33.1K +4,000 New

JCO Hedge Fund Activity: Q3 2021 in Review

28 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Credit Opportunities 2022 Target Term Fund (JCO) for Q3 2021, worth a combined $36.6M — down 0.74% from $36.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JCO positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.

The largest buyer was American Institute for Advanced Investment Management, opening a new position worth an estimated $578K. The largest seller was Bramshill Investments, exiting entirely with an estimated $674K sold.

  • 28 institutional investors held Nuveen Credit Opportunities 2022 Target Term Fund (JCO) as of Q3 2021, up from 27 in Q2 2021.
  • Funds reported $36.6M of Nuveen Credit Opportunities 2022 Target Term Fund stock for Q3 2021, down 0.74% quarter-over-quarter.
  • 4 funds opened new Nuveen Credit Opportunities 2022 Target Term Fund positions in Q3 2021 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Credit Opportunities 2022 Target Term Fund buyer in Q3 2021 was American Institute for Advanced Investment Management, an estimated $578K added.
  • The largest Nuveen Credit Opportunities 2022 Target Term Fund seller in Q3 2021 was Bramshill Investments, an estimated $674K sold.

Based on aggregated 13F filings for Q3 2021.