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Nuveen Global High Income Fund

49 hedge funds and large institutions have $102M invested in Nuveen Global High Income Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $98.2M → $102M (+$3.4M)

0.97% more ownership

Funds ownership: 38.27%39.24% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 5149 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% 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
5
Increased
14
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$39.8M +$880K +79,801 +2%
Morgan Stanley
2
Morgan Stanley
New York
$19.8M +$881K +79,927 +5%
SIA
3
Sit Investment Associates
Minnesota
$9.23M
Cohen & Steers
4
Cohen & Steers
New York
$5.13M
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$4.7M +$537K +48,656 +13%
Invesco
6
Invesco
Georgia
$3.89M -$11.8K -1,066 -0.3%
LPL Financial
7
LPL Financial
California
$3.21M +$2.93M +265,489 +1,233%
GC
8
Guggenheim Capital
Illinois
$2.56M -$476K -43,151 -16%
Wells Fargo
9
Wells Fargo
California
$2.54M +$139K +12,602 +6%
RJA
10
Raymond James & Associates
Florida
$989K +$15K +1,359 +2%
SXL
11
Summit X LLC
Missouri
$971K -$50K -4,532 -5%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$945K
WAM
13
Wolverine Asset Management
Illinois
$783K +$261K +23,709 +51%
NA
14
NewEdge Advisors
Louisiana
$756K -$3.29K -298 -0.4%
SFS
15
Shaker Financial Services
Virginia
$638K +$193K +17,541 +45%
PMG
16
Private Management Group
California
$604K +$597K +54,105 New
UBS Group
17
UBS Group
Switzerland
$550K +$31.7K +2,871 +6%
Bank of America
18
Bank of America
North Carolina
$538K -$17.4K -1,577 -3%
LSC
19
Logan Stone Capital
Illinois
$376K -$233K -21,129 -39%
Osaic Holdings
20
Osaic Holdings
Arizona
$368K -$85.8K -7,782 -19%
RW
21
RVW Wealth
California
$356K
WAM
22
WNY Asset Management
New York
$324K +$14.3K +1,300 +5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$303K -$16.6K -1,504 -5%
SPIA
24
Steward Partners Investment Advisory
New York
$291K +$20.6K +1,871 +8%
NAS
25
NWF Advisory Services
California
$265K

JGH Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Global High Income Fund (JGH) for Q2 2023, worth a combined $102M — up 3.5% from $98.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JGH and 5 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was LPL Financial, adding an estimated $2.93M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $3.17M sold.

  • 49 institutional investors held Nuveen Global High Income Fund (JGH) as of Q2 2023, down from 51 in Q1 2023.
  • Funds reported $102M of Nuveen Global High Income Fund stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 5 funds opened new Nuveen Global High Income Fund positions in Q2 2023 and 7 closed out, a net change of -2 holders.
  • The largest Nuveen Global High Income Fund buyer in Q2 2023 was LPL Financial, an estimated $2.93M added.
  • The largest Nuveen Global High Income Fund seller in Q2 2023 was Cetera Advisor Networks, an estimated $3.17M sold.

Based on aggregated 13F filings for Q2 2023.