We are live on ! Find out more
JGH icon

Nuveen Global High Income Fund

47 hedge funds and large institutions have $97.5M invested in Nuveen Global High Income Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 35.64%36.97% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less funds holding

Funds holding: 5547 (-8)

28% less capital invested

Capital invested by funds: $136M → $97.5M (-$38.1M)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
47
Holders Change
-8
Holders Change %
-14.55%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
11
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$203K -$3.5K -231 -1%
RJA
27
Raymond James & Associates
Florida
$174K -$222K -14,631 -48%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$162K -$16.3K -1,075 -7%
GAM
29
Gould Asset Management
California
$133K -$6.51K -430 -3%
Citigroup
30
Citigroup
New York
$90K -$53.5K -3,533 -31%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$70K +$15 +1 +0%
GWM
32
Geneos Wealth Management
Colorado
$69K
AIC
33
Ameritas Investment Company
Nebraska
$67K +$91.3K +6,026 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$26K +$27.6K +1,820 +379%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$21K +$2.05K +135 +8%
ASN
36
Advisory Services Network
Georgia
$19K -$1.51K -100 -5%
GSWM
37
Golden State Wealth Management
California
$13K +$17.4K +1,150 New
APA
38
American Portfolios Advisors
New York
$10.5K -$19.5K -1,288 -58%
AWA
39
Arkadios Wealth Advisors
Georgia
$8.83K
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$8K +$11.4K +750 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$7K +$9.08K +599 New
DWM
42
Darwin Wealth Management
Florida
$7K +$9.7K +640 New
SIS
43
Sound Income Strategies
Florida
$5K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1K
SPIA
45
Steward Partners Investment Advisory
New York
$1K
WLPWM
46
Walled Lake Planning & Wealth Management
Illinois
$1K +$1.61K +106 New
SFS
47
Shaker Financial Services
Virginia
-$699K -42,669 Closed
6M
48
6 Meridian
Kansas
-$616K -37,583 Closed
VHAM
49
Van Hulzen Asset Management
California
-$584K -35,665 Closed
SS
50
Sunbelt Securities
Texas
-$508K -31,034 Closed

JGH Hedge Fund Activity: Q1 2020 in Review

47 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Global High Income Fund (JGH) for Q1 2020, worth a combined $97.5M — down 28% from $136M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of JGH and 9 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was McGowan Group Asset Management, adding an estimated $11M. The largest seller was Eaton Vance Management, cutting an estimated $5.65M.

  • 47 institutional investors held Nuveen Global High Income Fund (JGH) as of Q1 2020, down from 55 in Q4 2019.
  • Funds reported $97.5M of Nuveen Global High Income Fund stock for Q1 2020, down 28% quarter-over-quarter.
  • 9 funds opened new Nuveen Global High Income Fund positions in Q1 2020 and 15 closed out, a net change of -6 holders.
  • The largest Nuveen Global High Income Fund buyer in Q1 2020 was McGowan Group Asset Management, an estimated $11M added.
  • The largest Nuveen Global High Income Fund seller in Q1 2020 was Eaton Vance Management, an estimated $5.65M sold.

Based on aggregated 13F filings for Q1 2020.