Nuveen Global High Income Fund
JGH
55 hedge funds and large institutions have $109M invested in Nuveen Global High Income Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 7 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 54 → 55 (+1)
4% more capital invested
Capital invested by funds: $105M → $109M (+$4.25M)
0.28% more ownership
Funds ownership: 28.19% → 28.48% (+0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$2.03M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.44M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$525K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$444K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.03M |
| 2 |
Morgan Stanley
New York
|
-$1.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$242K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$236K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
51
Advocacy Wealth Management Services
Atlanta,
Georgia
| $2K | – | – | – |
|
|
FANJ
52
Financial Architects (New Jersey)
Marlton,
New Jersey
| $2K | – | – | – |
|
|
NSIM
53
North Star Investment Management
Chicago,
Illinois
| $2K | – | – | – |
|
54
SEI Investments
Oaks,
Pennsylvania
| $1K | – | – | – |
|
|
WAM
55
Weiss Asset Management
Boston,
Massachusetts
| – | -$236K | -14,743 | Closed |
|
|
56
Ameriprise
Minneapolis,
Minnesota
| – | -$209K | -13,094 | Closed |
|
|
BAM
57
Bruderman Asset Management
Locust Valley,
New York
| – | -$39K | -2,441 | Closed |
|
|
NFG
58
Next Financial Group
Houston,
Texas
| – | -$26K | -1,608 | Closed |
|
|
TFA
59
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$4K | -211 | Closed |
|
|
IPC
60
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$3K | -183 | Closed |
|
61
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -98 | Closed |
|
JGH Hedge Fund Activity: Q1 2017 in Review
55 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Global High Income Fund (JGH) for Q1 2017, worth a combined $109M — up 4% from $105M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JGH positions and 7 closed out — a net gain of 2 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was McGowan Group Asset Management, adding an estimated $2.03M. The largest seller was Raymond James & Associates, cutting an estimated $3.03M.
- 55 institutional investors held Nuveen Global High Income Fund (JGH) as of Q1 2017, up from 54 in Q4 2016.
- Funds reported $109M of Nuveen Global High Income Fund stock for Q1 2017, up 4% quarter-over-quarter.
- 9 funds opened new Nuveen Global High Income Fund positions in Q1 2017 and 7 closed out, a net change of +2 holders.
- The largest Nuveen Global High Income Fund buyer in Q1 2017 was McGowan Group Asset Management, an estimated $2.03M added.
- The largest Nuveen Global High Income Fund seller in Q1 2017 was Raymond James & Associates, an estimated $3.03M sold.
Based on aggregated 13F filings for Q1 2017.