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Nuveen Global High Income Fund

48 hedge funds and large institutions have $98.9M invested in Nuveen Global High Income Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

10% more capital invested

Capital invested by funds: $90.3M → $98.9M (+$8.6M)

0.97% more ownership

Funds ownership: 36.96%37.93% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less funds holding

Funds holding: 5048 (-2)

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
18
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$39.2M +$304K +26,839 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$18.3M +$3.96M +349,587 +27%
SIA
3
Sit Investment Associates
Minnesota
$10.3M -$3.58M -316,239 -26%
Cohen & Steers
4
Cohen & Steers
New York
$5.17M
Invesco
5
Invesco
Georgia
$3.87M -$319K -28,215 -8%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$3.62M +$1.18M +104,618 +48%
CAN
7
Cetera Advisor Networks
California
$3.14M +$52.9K +4,678 +2%
Wells Fargo
8
Wells Fargo
California
$2.58M -$322K -28,480 -11%
GC
9
Guggenheim Capital
Illinois
$2.56M +$169K +14,949 +7%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$1.2M
LSC
11
Logan Stone Capital
Illinois
$1M +$729K +64,434 +263%
RJA
12
Raymond James & Associates
Florida
$977K +$71.7K +6,333 +8%
SXL
13
Summit X LLC
Missouri
$858K -$62.2K -5,498 -7%
NA
14
NewEdge Advisors
Louisiana
$771K +$3.42K +302 +0.4%
SFS
15
Shaker Financial Services
Virginia
$709K +$443K +39,127 +164%
UBS Group
16
UBS Group
Switzerland
$511K -$121K -10,715 -19%
Osaic Holdings
17
Osaic Holdings
Arizona
$455K +$30.7K +2,715 +7%
Bank of America
18
Bank of America
North Carolina
$404K +$17.7K +1,562 +5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$337K -$59.8K -5,286 -15%
WAM
20
Wolverine Asset Management
Illinois
$284K -$94.6K -8,358 -25%
SPIA
21
Steward Partners Investment Advisory
New York
$224K +$222K +19,647 +6,683%
LPL Financial
22
LPL Financial
California
$223K +$9.17K +810 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$219K +$5.3K +468 +2%
GAM
24
Gould Asset Management
California
$185K -$11.8K -1,045 -6%
MFG
25
Merit Financial Group
Georgia
$183K

JGH Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Global High Income Fund (JGH) for Q4 2022, worth a combined $98.9M — up 9.5% from $90.3M a quarter earlier.

Fund positioning in JGH was balanced in Q4 2022: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.96M. The largest seller was Sit Investment Associates, cutting an estimated $3.58M.

  • 48 institutional investors held Nuveen Global High Income Fund (JGH) as of Q4 2022, down from 50 in Q3 2022.
  • Funds reported $98.9M of Nuveen Global High Income Fund stock for Q4 2022, up 9.5% quarter-over-quarter.
  • 6 funds opened new Nuveen Global High Income Fund positions in Q4 2022 and 6 closed out, a net change of 0 holders.
  • The largest Nuveen Global High Income Fund buyer in Q4 2022 was Morgan Stanley, an estimated $3.96M added.
  • The largest Nuveen Global High Income Fund seller in Q4 2022 was Sit Investment Associates, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2022.