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JHA

Nuveen High Inc Dec 2018 Tgt Trm

Delisted

JHA was delisted on the 26th of November, 2018.

25 hedge funds and large institutions have $24.1M invested in Nuveen High Inc Dec 2018 Tgt Trm in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

15% more capital invested

Capital invested by funds: $21.1M → $24.1M (+$3.07M)

14% more funds holding

Funds holding: 2225 (+3)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.1M +$2.09M +205,229 +23%
Wells Fargo
2
Wells Fargo
California
$2.31M +$390K +38,287 +20%
LPL Financial
3
LPL Financial
California
$1.69M -$87.7K -8,600 -5%
Invesco
4
Invesco
Georgia
$1.59M +$6.84K +671 +0.4%
Bank of America
5
Bank of America
North Carolina
$1.12M +$492K +48,282 +76%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.06M +$10.3K +1,007 +1%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$888K -$8.78K -861 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$871K +$78.3K +7,682 +10%
Stifel Financial
9
Stifel Financial
Missouri
$791K +$40.8K +4,000 +5%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$567K +$460K +45,100 +400%
BTS
11
BB&T Securities
Virginia
$315K
UBS Group
12
UBS Group
Switzerland
$310K +$5.1K +500 +2%
SWP
13
Stratos Wealth Partners
Ohio
$274K +$44.9K +4,400 +19%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$254K +$28.1K +2,754 +12%
WS
15
Wedbush Securities
California
$216K
LCM
16
Liberty Capital Management
Michigan
$204K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$196K
CAN
18
Cetera Advisor Networks
California
$111K +$112K +11,025 New
VKH
19
Virtu KCG Holdings
New York
$106K +$108K +10,558 New
Comerica Bank
20
Comerica Bank
Texas
$102K
DADC
21
D.A. Davidson & Co
Montana
$24K
DAM
22
Delta Asset Management
Tennessee
$20K
WAM
23
Wealthspire Advisors (Maryland)
Maryland
$19K
AWM
24
Avior Wealth Management
Nebraska
$14K +$14.3K +1,400 New
MFS
25
MSI Financial Services
Massachusetts
$10K +$10.2K +1,000 New

JHA Hedge Fund Activity: Q4 2016 in Review

25 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Nuveen High Inc Dec 2018 Tgt Trm (JHA) for Q4 2016, worth a combined $24.1M — up 15% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JHA positions and 0 closed out — a net gain of 4 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.09M. The largest seller was LPL Financial, cutting an estimated $87.7K.

  • 25 institutional investors held Nuveen High Inc Dec 2018 Tgt Trm (JHA) as of Q4 2016, up from 22 in Q3 2016.
  • Funds reported $24.1M of Nuveen High Inc Dec 2018 Tgt Trm stock for Q4 2016, up 15% quarter-over-quarter.
  • 4 funds opened new Nuveen High Inc Dec 2018 Tgt Trm positions in Q4 2016 and 0 closed out, a net change of +4 holders.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm buyer in Q4 2016 was Morgan Stanley, an estimated $2.09M added.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm seller in Q4 2016 was LPL Financial, an estimated $87.7K sold.

Based on aggregated 13F filings for Q4 2016.