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Nuveen Global High Income Fund
JGH

48 hedge funds and large institutions have $104M invested in Nuveen Global High Income Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $102M → $104M (+$2.61M)

0.06% more ownership

Funds ownership: 39.24% → 39.3% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 49 → 48 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
API
Advisor Partners II
California
+$1.04M
2
VF
Virtu Financial
New York
+$1.02M
3
GC
Guggenheim Capital
Illinois
+$694K
4
MGAM
McGowan Group Asset Management
Texas
+$677K
5
LPL Financial
LPL Financial
California
+$233K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$857K
2
WAM
Wolverine Asset Management
Illinois
-$783K
3
SIA
Sit Investment Associates
Minnesota
-$742K
4
SFS
Shaker Financial Services
Virginia
-$638K
5
LSC
Logan Stone Capital
Illinois
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
26
Independent Wealth Network
Iowa
$221K +$83.4K +7,265 +60%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$219K +$20.6K +1,795 +10%
GAM
28
Gould Asset Management
California
$188K – – –
AFP
29
Ausdal Financial Partners
Iowa
$181K +$181K +15,800 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$154K -$22.6K -1,966 -13%
KFGK
31
Keystone Financial Group (Kentucky)
Kentucky
$126K -$2.21K -192 -2%
IWM
32
IHT Wealth Management
Illinois
$119K -$1.64K -143 -1%
JP Morgan Chase
33
JP Morgan Chase
New York
$111K +$111K +9,679 New
HI
34
Harbour Investments
Wisconsin
$66.3K +$1.14K +99 +2%
MA
35
Montag & Associates
Georgia
$54.6K – – –
HCM
36
Hollencrest Capital Management
California
$38.8K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$27.1K – – –
PTC
38
Private Trust Company
Ohio
$22.3K – – –
GWM
39
Geneos Wealth Management
Colorado
$18.3K – – –
RCM
40
Raleigh Capital Management
North Carolina
$9.72K +$804 +70 +9%
CFGS
41
Concourse Financial Group Securities
Alabama
$9.35K – – –
Comerica Bank
42
Comerica Bank
Texas
$6.6K +$6.63K +577 New
SIS
43
Sound Income Strategies
Florida
$5.16K – – –
FIA
44
FNY Investment Advisers
New York
$5K – – –
Creative Planning
45
Creative Planning
Kansas
$3.86K +$3.87K +337 New
SC
46
Stephens Consulting
Michigan
$3.36K – – –
SWM
47
Spire Wealth Management
Virginia
$2.77K +$80 +7 +3%
GRP
48
Global Retirement Partners
California
$726 – – –
WAM
49
Wolverine Asset Management
Illinois
– -$783K -70,057 Closed
SFS
50
Shaker Financial Services
Virginia
– -$638K -56,583 Closed
1
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JGH Hedge Fund Activity: Q3 2023 in Review

48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Global High Income Fund (JGH) for Q3 2023, worth a combined $104M — up 2.6% from $102M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JGH and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 16 added.

The largest buyer was Advisor Partners II, opening a new position worth an estimated $1.04M. The largest seller was Morgan Stanley, cutting an estimated $857K.

  • 48 institutional investors held Nuveen Global High Income Fund (JGH) as of Q3 2023, down from 49 in Q2 2023.
  • Funds reported $104M of Nuveen Global High Income Fund stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 6 funds opened new Nuveen Global High Income Fund positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest Nuveen Global High Income Fund buyer in Q3 2023 was Advisor Partners II, an estimated $1.04M added.
  • The largest Nuveen Global High Income Fund seller in Q3 2023 was Morgan Stanley, an estimated $857K sold.

Based on aggregated 13F filings for Q3 2023.