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Nuveen Global High Income Fund

48 hedge funds and large institutions have $104M invested in Nuveen Global High Income Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $102M → $104M (+$2.61M)

0.06% more ownership

Funds ownership: 39.24%39.3% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 4948 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
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
$41.5M +$677K +58,990 +2%
Morgan Stanley
2
Morgan Stanley
New York
$19.4M -$857K -74,616 -4%
SIA
3
Sit Investment Associates
Minnesota
$8.72M -$742K -64,582 -8%
Cohen & Steers
4
Cohen & Steers
New York
$5.25M
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$4.91M +$102K +8,907 +2%
Invesco
6
Invesco
Georgia
$3.75M -$241K -20,970 -6%
LPL Financial
7
LPL Financial
California
$3.52M +$233K +20,292 +7%
GC
8
Guggenheim Capital
Illinois
$3.31M +$694K +60,444 +26%
Wells Fargo
9
Wells Fargo
California
$2.67M +$62K +5,396 +2%
API
10
Advisor Partners II
California
$1.04M +$1.04M +90,842 New
VF
11
Virtu Financial
New York
$1.01M +$1.02M +88,588 New
RJA
12
Raymond James & Associates
Florida
$966K -$47K -4,095 -5%
SXL
13
Summit X LLC
Missouri
$936K -$58.3K -5,079 -6%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$908K -$59.7K -5,200 -6%
NA
15
NewEdge Advisors
Louisiana
$694K -$80.4K -6,999 -10%
PMG
16
Private Management Group
California
$613K -$5.7K -496 -0.9%
UBS Group
17
UBS Group
Switzerland
$580K +$16.3K +1,417 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$564K +$188K +16,406 +50%
Bank of America
19
Bank of America
North Carolina
$393K -$159K -13,808 -29%
WAM
20
WNY Asset Management
New York
$387K +$55.1K +4,800 +17%
RW
21
RVW Wealth
California
$365K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$320K +$9.43K +821 +3%
SPIA
23
Steward Partners Investment Advisory
New York
$298K +$276 +24 +0.1%
NAS
24
NWF Advisory Services
California
$271K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$228K +$29.1K +2,530 +15%

JGH Hedge Fund Activity: Q3 2023 in Review

48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Global High Income Fund (JGH) for Q3 2023, worth a combined $104M — up 2.6% from $102M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JGH and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 16 added.

The largest buyer was Advisor Partners II, opening a new position worth an estimated $1.04M. The largest seller was Morgan Stanley, cutting an estimated $857K.

  • 48 institutional investors held Nuveen Global High Income Fund (JGH) as of Q3 2023, down from 49 in Q2 2023.
  • Funds reported $104M of Nuveen Global High Income Fund stock for Q3 2023, up 2.6% quarter-over-quarter.
  • 6 funds opened new Nuveen Global High Income Fund positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest Nuveen Global High Income Fund buyer in Q3 2023 was Advisor Partners II, an estimated $1.04M added.
  • The largest Nuveen Global High Income Fund seller in Q3 2023 was Morgan Stanley, an estimated $857K sold.

Based on aggregated 13F filings for Q3 2023.