We are live on ! Find out more
JGV

NUVEEN GLOBAL EQUITY INCOME FUND
JGV

Delisted

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

39 hedge funds and large institutions have $53.2M invested in NUVEEN GLOBAL EQUITY INCOME FUND in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

5% more capital invested

Capital invested by funds: $50.6M → $53.2M (+$2.56M)

5% less funds holding

Funds holding: 4139 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$10.8M +$2.37M +185,319 +28%
Morgan Stanley
2
Morgan Stanley
New York
$8.74M -$803K -62,805 -8%
Wells Fargo
3
Wells Fargo
California
$6.25M +$1.74M +136,183 +39%
GC
4
Guggenheim Capital
Illinois
$4.71M -$280K -21,931 -6%
UBS Group
5
UBS Group
Switzerland
$4.28M +$270K +21,089 +7%
AAM
6
Advisors Asset Management
Colorado
$3.02M -$95.1K -7,438 -3%
1CP
7
1607 Capital Partners
Virginia
$2.54M -$142K -11,100 -5%
Invesco
8
Invesco
Georgia
$2.48M +$160K +12,553 +7%
Bank of America
9
Bank of America
North Carolina
$1.96M +$47.5K +3,716 +3%
CA
10
Cornerstone Advisors
North Carolina
$1.88M +$743K +58,100 +66%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.38M +$224K +17,505 +20%
AA
12
AQR Arbitrage
Connecticut
$840K +$833K +65,200 New
PPA
13
Parametric Portfolio Associates
Washington
$572K +$74.7K +5,843 +15%
WAM
14
Wolverine Asset Management
Illinois
$515K -$315K -24,617 -38%
COLIM
15
City of London Investment Management
United Kingdom
$457K -$340K -26,601 -43%
SFS
16
Shaker Financial Services
Virginia
$404K -$423K -33,114 -51%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$401K +$118K +9,250 +42%
DA
18
Doliver Advisors
Texas
$331K +$44.5K +3,480 +16%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$316K +$68.5K +5,360 +28%
SKK
20
Shepherd Kaplan Krochuk
Massachusetts
$272K
VFS
21
VSR Financial Services
Kansas
$250K
AWA
22
Arete Wealth Advisors
Illinois
$184K
LPL Financial
23
LPL Financial
California
$146K -$25.6K -2,007 -15%
LCM
24
Landscape Capital Management
New Jersey
$131K -$102K -8,015 -44%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$112K +$3.81K +298 +4%

JGV Hedge Fund Activity: Q1 2015 in Review

39 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in NUVEEN GLOBAL EQUITY INCOME FUND (JGV) for Q1 2015, worth a combined $53.2M — up 5.1% from $50.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JGV and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 13 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.37M. The largest seller was AQR Capital Management, exiting entirely with an estimated $835K sold.

  • 39 institutional investors held NUVEEN GLOBAL EQUITY INCOME FUND (JGV) as of Q1 2015, down from 41 in Q4 2014.
  • Funds reported $53.2M of NUVEEN GLOBAL EQUITY INCOME FUND stock for Q1 2015, up 5.1% quarter-over-quarter.
  • 4 funds opened new NUVEEN GLOBAL EQUITY INCOME FUND positions in Q1 2015 and 6 closed out, a net change of -2 holders.
  • The largest NUVEEN GLOBAL EQUITY INCOME FUND buyer in Q1 2015 was Karpus Investment Management, an estimated $2.37M added.
  • The largest NUVEEN GLOBAL EQUITY INCOME FUND seller in Q1 2015 was AQR Capital Management, an estimated $835K sold.

Based on aggregated 13F filings for Q1 2015.