Nuveen High Inc Dec 2018 Tgt Trm
JHA
JHA was delisted on the 26th of November, 2018.
35 hedge funds and large institutions have $52.8M invested in Nuveen High Inc Dec 2018 Tgt Trm in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
10% more capital invested
Capital invested by funds: $47.9M → $52.8M (+$4.93M)
9% more funds holding
Funds holding: 32 → 35 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.04M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$2.03M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$684K |
| 4 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$618K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$554K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$463K |
| 3 |
VF
Virtu Financial
New York
|
-$311K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$191K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$186K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $149K | -$186K | -18,675 | -55% |
|
|
RJA
27
Raymond James & Associates
St Petersburg,
Florida
| $147K | +$8.28K | +833 | +6% |
|
28
Squarepoint
New York
| $142K | +$142K | +14,289 | New |
|
|
TSS
29
Two Sigma Securities
New York
| $127K | +$127K | +12,765 | New |
|
|
KA
30
Kovack Advisors
Ft. Lauderdale,
Florida
| $99K | +$99.4K | +10,000 | New |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| $21K | +$20.9K | +2,100 | New |
|
|
DAM
32
Delta Asset Management
Memphis,
Tennessee
| $20K | – | – | – |
|
|
WAM
33
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $19K | – | – | – |
|
|
AWM
34
Avior Wealth Management
Omaha,
Nebraska
| $14K | – | – | – |
|
|
TSW
35
Thompson Siegel & Walmsley
Richmond,
Virginia
| $5K | – | – | – |
|
|
VF
36
Virtu Financial
New York
| – | -$311K | -30,952 | Closed |
|
|
SAM
37
Summit Asset Management
Memphis,
Tennessee
| – | -$126K | -12,500 | Closed |
|
|
PCM
38
Penserra Capital Management
Orinda,
California
| – | -$3K | -384 | Closed |
|
JHA Hedge Fund Activity: Q4 2017 in Review
35 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Nuveen High Inc Dec 2018 Tgt Trm (JHA) for Q4 2017, worth a combined $52.8M — up 10% from $47.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JHA positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $2.04M. The largest seller was Morgan Stanley, cutting an estimated $554K.
- 35 institutional investors held Nuveen High Inc Dec 2018 Tgt Trm (JHA) as of Q4 2017, up from 32 in Q3 2017.
- Funds reported $52.8M of Nuveen High Inc Dec 2018 Tgt Trm stock for Q4 2017, up 10% quarter-over-quarter.
- 6 funds opened new Nuveen High Inc Dec 2018 Tgt Trm positions in Q4 2017 and 3 closed out, a net change of +3 holders.
- The largest Nuveen High Inc Dec 2018 Tgt Trm buyer in Q4 2017 was Karpus Investment Management, an estimated $2.04M added.
- The largest Nuveen High Inc Dec 2018 Tgt Trm seller in Q4 2017 was Morgan Stanley, an estimated $554K sold.
Based on aggregated 13F filings for Q4 2017.