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JGV

NUVEEN GLOBAL EQUITY INCOME FUND
JGV

Delisted

JGV was delisted on the 10th of October, 2016.

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41 hedge funds and large institutions have $46.7M invested in NUVEEN GLOBAL EQUITY INCOME FUND in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 39 → 41 (+2)

15% less capital invested

Capital invested by funds: $54.7M → $46.7M (-$8.03M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.7M
2
AAM
Advisors Asset Management
Colorado
+$1.5M
3
U
UBS
Switzerland
+$353K
4
TC
TFS Capital
Pennsylvania
+$337K
5
AWA
Arete Wealth Advisors
Illinois
+$188K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.58M
2
MIG
Mariner Investment Group
New York
-$943K
3
COLIM
City of London Investment Management
United Kingdom
-$836K
4
WAM
Weiss Asset Management
Massachusetts
-$823K
5
CA
Cornerstone Advisors
North Carolina
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$57K – – –
MFS
27
MSI Financial Services
Massachusetts
$49K -$12.8K -900 -20%
TRCT
28
Tower Research Capital (TRC)
New York
$24K +$21K +1,479 +461%
AIG
29
American International Group
New York
$18.7K +$14.2K +1,000 +250%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$17K +$185 +13 +1%
S
31
SignatureFD
Georgia
$14K – – –
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$13K – – –
Citigroup
33
Citigroup
New York
$12K +$7.28K +512 +117%
US Bancorp
34
US Bancorp
Minnesota
$11K +$12K +844 New
DAM
35
Delta Asset Management
Tennessee
$7K – – –
BRWM
36
B. Riley Wealth Management
Tennessee
$7K +$142 +10 +2%
DADC
37
D.A. Davidson & Co
Montana
$6K – – –
Creative Planning
38
Creative Planning
Kansas
$3K – – –
GSC
39
Ground Swell Capital
South Carolina
$3K +$2.84K +200 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$1.22K +$14 +1 +1%
MIG
41
Mariner Investment Group
New York
– -$943K -64,028 Closed
BRWA
42
B. Riley Wealth Advisors
Florida
– -$33.9K -2,300 Closed
AC
43
Alexandria Capital
Virginia
– -$3K -180 Closed
M&T Bank
44
M&T Bank
New York
– -$2K -125 Closed
1
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JGV Hedge Fund Activity: Q3 2014 in Review

41 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in NUVEEN GLOBAL EQUITY INCOME FUND (JGV) for Q3 2014, worth a combined $46.7M — down 15% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JGV positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.7M. The largest seller was Morgan Stanley, cutting an estimated $3.58M.

  • 41 institutional investors held NUVEEN GLOBAL EQUITY INCOME FUND (JGV) as of Q3 2014, up from 39 in Q2 2014.
  • Funds reported $46.7M of NUVEEN GLOBAL EQUITY INCOME FUND stock for Q3 2014, down 15% quarter-over-quarter.
  • 6 funds opened new NUVEEN GLOBAL EQUITY INCOME FUND positions in Q3 2014 and 4 closed out, a net change of +2 holders.
  • The largest NUVEEN GLOBAL EQUITY INCOME FUND buyer in Q3 2014 was Shaker Financial Services, an estimated $1.7M added.
  • The largest NUVEEN GLOBAL EQUITY INCOME FUND seller in Q3 2014 was Morgan Stanley, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2014.