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Nuveen Global High Income Fund

49 hedge funds and large institutions have $121M invested in Nuveen Global High Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $104M → $121M (+$16.8M)

3.48% more ownership

Funds ownership: 39.3%42.77% (+3.5%)

2% more funds holding

Funds holding: 4849 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
17
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
$47.3M +$2.85M +253,238 +7%
Morgan Stanley
2
Morgan Stanley
New York
$31.8M +$10.2M +909,951 +54%
Cohen & Steers
3
Cohen & Steers
New York
$5.6M
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.12M -$109K -9,679 -2%
Invesco
5
Invesco
Georgia
$4.28M +$260K +23,131 +7%
LPL Financial
6
LPL Financial
California
$3.8M +$44.1K +3,924 +1%
GC
7
Guggenheim Capital
Illinois
$3.66M +$113K +10,073 +3%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$3.21M +$2.96M +262,798 New
SIA
9
Sit Investment Associates
Minnesota
$2.88M -$5.91M -525,805 -69%
Wells Fargo
10
Wells Fargo
California
$2.65M -$173K -15,422 -7%
Bank of America
11
Bank of America
North Carolina
$1.1M +$625K +55,561 +162%
SXL
12
Summit X LLC
Missouri
$996K -$2.26K -201 -0.2%
RJA
13
Raymond James & Associates
Florida
$868K -$150K -13,348 -16%
NA
14
NewEdge Advisors
Louisiana
$757K +$18K +1,603 +3%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$712K -$236K -21,000 -26%
PMG
16
Private Management Group
California
$648K -$5.29K -470 -0.9%
UBS Group
17
UBS Group
Switzerland
$532K -$79.3K -7,054 -14%
ARC
18
Advisor Resource Council
Texas
$465K +$429K +38,140 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$400K +$54.9K +4,881 +17%
WAM
20
WNY Asset Management
New York
$400K -$11.2K -1,000 -3%
RW
21
RVW Wealth
California
$389K
SPIA
22
Steward Partners Investment Advisory
New York
$388K +$64.4K +5,731 +22%
LCM
23
Landscape Capital Management
New Jersey
$371K +$342K +30,383 New
Osaic Holdings
24
Osaic Holdings
Arizona
$346K -$236K -20,952 -42%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$304K +$280K +24,933 New

JGH Hedge Fund Activity: Q4 2023 in Review

49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Global High Income Fund (JGH) for Q4 2023, worth a combined $121M — up 16% from $104M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JGH positions and 6 closed out — a net gain of 2 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.2M. The largest seller was Sit Investment Associates, cutting an estimated $5.91M.

  • 49 institutional investors held Nuveen Global High Income Fund (JGH) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $121M of Nuveen Global High Income Fund stock for Q4 2023, up 16% quarter-over-quarter.
  • 8 funds opened new Nuveen Global High Income Fund positions in Q4 2023 and 6 closed out, a net change of +2 holders.
  • The largest Nuveen Global High Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $10.2M added.
  • The largest Nuveen Global High Income Fund seller in Q4 2023 was Sit Investment Associates, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2023.