Nuveen Global High Income Fund
JGH
53 hedge funds and large institutions have $114M invested in Nuveen Global High Income Fund in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
8% more funds holding
Funds holding: 49 → 53 (+4)
1.77% more ownership
Funds ownership: 24.08% → 25.84% (+1.8%)
2% more capital invested
Capital invested by funds: $111M → $114M (+$2.55M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.09M |
| 2 |
PMG
Private Management Group
Irvine,
California
|
+$1.48M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.3M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$701K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$510K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.71M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.52M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$890K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$886K |
| 5 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$407K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $3K | +$3.32K | +230 | New |
|
52
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $2K | -$1.17K | -81 | -32% |
|
53
AssetMark Inc
Concord,
California
| $2K | +$2.54K | +176 | New |
|
|
SIA
54
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$1.71M | -118,517 | Closed |
|
|
DA
55
Doliver Advisors
Houston,
Texas
| – | -$890K | -61,689 | Closed |
|
|
BI
56
Bulldog Investors
Saddle Brook,
New Jersey
| – | -$230K | -15,975 | Closed |
|
|
ZB
57
Zions Bancorporation
Salt Lake City,
Utah
| – | -$22K | -1,470 | Closed |
|
|
WCM
58
Windsor Capital Management
Phoenix,
Arizona
| – | -$3K | -258 | Closed |
|
|
FAM
59
Formidable Asset Management
Cincinnati,
Ohio
| – | -$3K | -250 | Closed |
|
|
CFSG
60
Community Financial Services Group
Newport,
Vermont
| – | -$3K | -226 | Closed |
|
JGH Hedge Fund Activity: Q4 2015 in Review
53 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Global High Income Fund (JGH) for Q4 2015, worth a combined $114M — up 2.3% from $111M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JGH positions and 7 closed out — a net gain of 4 holders — while 17 added to existing stakes and 14 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.09M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $1.71M sold.
- 53 institutional investors held Nuveen Global High Income Fund (JGH) as of Q4 2015, up from 49 in Q3 2015.
- Funds reported $114M of Nuveen Global High Income Fund stock for Q4 2015, up 2.3% quarter-over-quarter.
- 11 funds opened new Nuveen Global High Income Fund positions in Q4 2015 and 7 closed out, a net change of +4 holders.
- The largest Nuveen Global High Income Fund buyer in Q4 2015 was Wells Fargo, an estimated $4.09M added.
- The largest Nuveen Global High Income Fund seller in Q4 2015 was Sit Investment Associates, an estimated $1.71M sold.
Based on aggregated 13F filings for Q4 2015.