Nuveen Global High Income Fund
JGH
57 hedge funds and large institutions have $116M invested in Nuveen Global High Income Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
6% more capital invested
Capital invested by funds: $109M → $116M (+$6.31M)
4% more funds holding
Funds holding: 55 → 57 (+2)
0.93% more ownership
Funds ownership: 28.48% → 29.4% (+0.93%)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$10.8M |
| 2 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$3.82M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.96M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1,000K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$737K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$4.59M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.7M |
| 3 |
Morgan Stanley
New York
|
-$2.66M |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$2.47M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $8K | -$4.48K | -267 | -35% |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $8K | – | – | – |
|
|
MA
53
MUFG Americas
New York
| $3K | +$17 | +1 | +0.5% |
|
|
AWMS
54
Advocacy Wealth Management Services
Atlanta,
Georgia
| $2K | – | – | – |
|
|
FANJ
55
Financial Architects (New Jersey)
Marlton,
New Jersey
| $2K | – | – | – |
|
|
NSIM
56
North Star Investment Management
Chicago,
Illinois
| $2K | – | – | – |
|
|
1CP
57
1607 Capital Partners
Richmond,
Virginia
| – | -$4.59M | -278,687 | Closed |
|
|
YMRC
58
Yorktown Management & Research Company
Forest,
Virginia
| – | -$2.47M | -150,000 | Closed |
|
|
PFO
59
Pathstone Family Office
Englewood,
New Jersey
| – | -$58K | -3,520 | Closed |
|
60
Creative Planning
Overland Park,
Kansas
| – | -$20K | -1,242 | Closed |
|
61
BlackRock
New York
| – | -$19K | -1,177 | Closed |
|
62
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -66 | Closed |
|
JGH Hedge Fund Activity: Q2 2017 in Review
57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Global High Income Fund (JGH) for Q2 2017, worth a combined $116M — up 5.8% from $109M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JGH positions and 6 closed out — a net gain of 2 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $10.8M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $4.59M sold.
- 57 institutional investors held Nuveen Global High Income Fund (JGH) as of Q2 2017, up from 55 in Q1 2017.
- Funds reported $116M of Nuveen Global High Income Fund stock for Q2 2017, up 5.8% quarter-over-quarter.
- 8 funds opened new Nuveen Global High Income Fund positions in Q2 2017 and 6 closed out, a net change of +2 holders.
- The largest Nuveen Global High Income Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $10.8M added.
- The largest Nuveen Global High Income Fund seller in Q2 2017 was 1607 Capital Partners, an estimated $4.59M sold.
Based on aggregated 13F filings for Q2 2017.