Nuveen High Inc Dec 2018 Tgt Trm
JHA
JHA was delisted on the 26th of November, 2018.
28 hedge funds and large institutions have $55.3M invested in Nuveen High Inc Dec 2018 Tgt Trm in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 8 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
5% more capital invested
Capital invested by funds: $52.8M → $55.3M (+$2.44M)
20% less funds holding
Funds holding: 35 → 28 (-7)
88% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$965K |
| 2 |
LPL Financial
San Diego,
California
|
+$564K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$561K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$558K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$794K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$379K |
| 3 |
LCM
Liberty Capital Management
Birmingham,
Michigan
|
-$198K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$187K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$149K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAM
26
Delta Asset Management
Memphis,
Tennessee
| $20K | – | – | – |
|
|
WAM
27
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $19K | – | – | – |
|
|
TSW
28
Thompson Siegel & Walmsley
Richmond,
Virginia
| $5K | – | – | – |
|
|
CAN
29
Cetera Advisor Networks
El Segundo,
California
| – | -$794K | -79,884 | Closed |
|
|
RJFSA
30
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$379K | -38,282 | Closed |
|
|
LCM
31
Liberty Capital Management
Birmingham,
Michigan
| – | -$198K | -20,000 | Closed |
|
|
32
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$149K | -14,998 | Closed |
|
33
Squarepoint
New York
| – | -$142K | -14,289 | Closed |
|
|
TSS
34
Two Sigma Securities
New York
| – | -$127K | -12,765 | Closed |
|
|
KA
35
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$99K | -10,000 | Closed |
|
|
AWM
36
Avior Wealth Management
Omaha,
Nebraska
| – | -$14K | -1,400 | Closed |
|
JHA Hedge Fund Activity: Q1 2018 in Review
28 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen High Inc Dec 2018 Tgt Trm (JHA) for Q1 2018, worth a combined $55.3M — up 4.6% from $52.8M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JHA and 1 opened new positions — a net loss of 7 holders — while 7 trimmed existing stakes and 16 added.
The largest buyer was Karpus Investment Management, adding an estimated $965K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $794K sold.
- 28 institutional investors held Nuveen High Inc Dec 2018 Tgt Trm (JHA) as of Q1 2018, down from 35 in Q4 2017.
- Funds reported $55.3M of Nuveen High Inc Dec 2018 Tgt Trm stock for Q1 2018, up 4.6% quarter-over-quarter.
- 1 fund opened new Nuveen High Inc Dec 2018 Tgt Trm positions in Q1 2018 and 8 closed out, a net change of -7 holders.
- The largest Nuveen High Inc Dec 2018 Tgt Trm buyer in Q1 2018 was Karpus Investment Management, an estimated $965K added.
- The largest Nuveen High Inc Dec 2018 Tgt Trm seller in Q1 2018 was Cetera Advisor Networks, an estimated $794K sold.
Based on aggregated 13F filings for Q1 2018.