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JGT

NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA)
JGT

Delisted

JGT was delisted on the 21st of November, 2014.

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60 hedge funds and large institutions have $141M invested in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 59 → 60 (+1)

0% more capital invested

Capital invested by funds: $141M → $141M (+$371K)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
14
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.55M
2
1CP
1607 Capital Partners
Virginia
+$3.43M
3
Bank of America
Bank of America
North Carolina
+$3.1M
4
KIM
Karpus Investment Management
New York
+$1.62M
5
PMG
Private Management Group
California
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.75M
2
U
UBS
Switzerland
-$1.57M
3
GC
Guggenheim Capital
Illinois
-$967K
4
VKH
Virtu KCG Holdings
New York
-$932K
5
Cohen & Steers
Cohen & Steers
New York
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$916K -$147K -13,986 -13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$891K +$123K +11,690 +15%
OIA
28
Optimum Investment Advisors
Illinois
$790K – – –
AAM
29
Advisors Asset Management
Colorado
$764K -$806K -76,871 -50%
KACA
30
Kayne Anderson Capital Advisors
California
$759K – – –
UAS
31
United Asset Strategies
New York
$722K -$161K -15,356 -18%
GC
32
Guggenheim Capital
Illinois
$714K -$967K -92,233 -57%
LCM
33
Landscape Capital Management
New Jersey
$679K +$706K +67,354 New
VKH
34
Virtu KCG Holdings
New York
$619K -$932K -88,948 -59%
OC
35
Oppenheimer & Co
New York
$463K -$112K -10,709 -19%
IMS
36
Index Management Solutions
Pennsylvania
$455K +$334K +31,869 +240%
MFS
37
MSI Financial Services
Massachusetts
$440K -$72.2K -6,893 -14%
SG Americas Securities
38
SG Americas Securities
New York
$438K +$456K +43,498 New
Goldman Sachs
39
Goldman Sachs
New York
$307K -$88.5K -8,443 -22%
WEC
40
Winslow Evans & Crocker
Massachusetts
$255K +$265K +25,262 New
RVP
41
Relative Value Partners
Illinois
$230K -$99.2K -9,465 -29%
SKK
42
Shepherd Kaplan Krochuk
Massachusetts
$223K – – –
GAM
43
Gould Asset Management
California
$210K +$81.5K +7,780 +59%
HCM
44
Hollencrest Capital Management
California
$206K +$214K +20,405 New
RJT
45
Raymond James Trust
Florida
$205K – – –
FAAS
46
First Allied Advisory Services
California
$194K -$64K -6,110 -24%
NES
47
New England Securities
New York
$160K -$3.54K -338 -2%
KS
48
Karpas Strategies
Connecticut
$129K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$123K +$31.4K +2,992 +32%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$110K -$41.9K -4,000 -27%
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JGT Hedge Fund Activity: Q4 2013 in Review

60 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) for Q4 2013, worth a combined $141M — up 0.26% from $141M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JGT positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.55M. The largest seller was Morgan Stanley, cutting an estimated $2.75M.

  • 60 institutional investors held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) as of Q4 2013, up from 59 in Q3 2013.
  • Funds reported $141M of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) stock for Q4 2013, up 0.26% quarter-over-quarter.
  • 9 funds opened new NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) positions in Q4 2013 and 7 closed out, a net change of +2 holders.
  • The largest NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) buyer in Q4 2013 was Wells Fargo, an estimated $5.55M added.
  • The largest NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) seller in Q4 2013 was Morgan Stanley, an estimated $2.75M sold.

Based on aggregated 13F filings for Q4 2013.