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Nuveen Global High Income Fund
JGH

54 hedge funds and large institutions have $105M invested in Nuveen Global High Income Fund in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $92.8M → $105M (+$12.4M)

10% more funds holding

Funds holding: 49 → 54 (+5)

2.86% more ownership

Funds ownership: 25.33% → 28.19% (+2.9%)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$5.98M
2
MGAM
McGowan Group Asset Management
Texas
+$3.33M
3
LCM
Laurion Capital Management
New York
+$2.86M
4
Wells Fargo
Wells Fargo
California
+$2.34M
5
GC
Guggenheim Capital
Illinois
+$418K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.93M
2
RAM
Roumell Asset Management
Maryland
-$1.17M
3
RJA
Raymond James & Associates
Florida
-$916K
4
Invesco
Invesco
Georgia
-$494K
5
CWM
Concert Wealth Management
California
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Weiss Asset Management
Massachusetts
$236K +$229K +14,743 New
GAM
27
Gould Asset Management
California
$223K +$9.3K +600 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$215K +$209K +13,470 New
Ameriprise
29
Ameriprise
Minnesota
$209K -$30.1K -1,941 -13%
MFS
30
MSI Financial Services
Massachusetts
$194K -$79.7K -5,141 -30%
Stifel Financial
31
Stifel Financial
Missouri
$188K +$183K +11,819 New
CAMG
32
CWA Asset Management Group
Florida
$182K +$930 +60 +0.5%
AG
33
Advisor Group
Arizona
$143K +$14.9K +961 +12%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$112K +$3.63K +234 +3%
Citigroup
35
Citigroup
New York
$108K -$31 -2 -0%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$91K +$92.5K +5,963 New
DADC
37
D.A. Davidson & Co
Montana
$50K – – –
BAM
38
Bruderman Asset Management
New York
$39K +$946 +61 +3%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$32K – – –
NFG
40
Next Financial Group
Texas
$26K -$23.3K -1,500 -48%
BRC
41
Bell Rock Capital
Delaware
$23K +$21.9K +1,414 New
GBBWRPM
42
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K +$17.8K +1,150 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$16.8K +1,086 New
Creative Planning
44
Creative Planning
Kansas
$12K -$4.29K -277 -27%
US Bancorp
45
US Bancorp
Minnesota
$12K – – –
GWM
46
Geneos Wealth Management
Colorado
$9K – – –
TFA
47
Transamerica Financial Advisors
Florida
$4K +$3.27K +211 New
IPC
48
Independent Portfolio Consultants
Florida
$3K +$2.84K +183 New
AWMS
49
Advocacy Wealth Management Services
Georgia
$2K – – –
FANJ
50
Financial Architects (New Jersey)
New Jersey
$2K – – –
1
2
3

JGH Hedge Fund Activity: Q4 2016 in Review

54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Global High Income Fund (JGH) for Q4 2016, worth a combined $105M — up 13% from $92.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JGH positions and 8 closed out — a net gain of 6 holders — while 11 added to existing stakes and 18 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $5.98M. The largest seller was Morgan Stanley, cutting an estimated $1.93M.

  • 54 institutional investors held Nuveen Global High Income Fund (JGH) as of Q4 2016, up from 49 in Q3 2016.
  • Funds reported $105M of Nuveen Global High Income Fund stock for Q4 2016, up 13% quarter-over-quarter.
  • 14 funds opened new Nuveen Global High Income Fund positions in Q4 2016 and 8 closed out, a net change of +6 holders.
  • The largest Nuveen Global High Income Fund buyer in Q4 2016 was Eaton Vance Management, an estimated $5.98M added.
  • The largest Nuveen Global High Income Fund seller in Q4 2016 was Morgan Stanley, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2016.