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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 $31M invested in Nuveen High Inc Dec 2018 Tgt Trm in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

28% more capital invested

Capital invested by funds: $24.1M → $31M (+$6.82M)

0% more funds holding

Funds holding: 2525 (0)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.3M +$1.07M +105,362 +10%
Wells Fargo
2
Wells Fargo
California
$3.45M +$1.11M +109,499 +48%
IA
3
Icon Advisers
Colorado
$1.95M +$1.94M +191,414 New
LPL Financial
4
LPL Financial
California
$1.84M +$149K +14,665 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.62M +$548K +53,900 +51%
Invesco
6
Invesco
Georgia
$1.62M +$7.42K +730 +0.5%
Bank of America
7
Bank of America
North Carolina
$1.27M +$130K +12,792 +11%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$967K +$974K +95,904 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$916K +$17.2K +1,690 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$822K -$58.6K -5,769 -7%
Stifel Financial
11
Stifel Financial
Missouri
$778K -$22.5K -2,211 -3%
UBS Group
12
UBS Group
Switzerland
$638K +$323K +31,843 +103%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$620K +$45.7K +4,500 +8%
BTS
14
BB&T Securities
Virginia
$581K +$272K +26,790 +88%
SWP
15
Stratos Wealth Partners
Ohio
$386K +$109K +10,750 +40%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$259K +$2.44K +240 +1%
WS
17
Wedbush Securities
California
$219K
LCM
18
Liberty Capital Management
Michigan
$204K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$198K
ASN
20
Advisory Services Network
Georgia
$156K +$156K +15,323 New
CAN
21
Cetera Advisor Networks
California
$113K
DADC
22
D.A. Davidson & Co
Montana
$24K
DAM
23
Delta Asset Management
Tennessee
$20K
WAM
24
Wealthspire Advisors (Maryland)
Maryland
$19K
AWM
25
Avior Wealth Management
Nebraska
$14K

JHA Hedge Fund Activity: Q1 2017 in Review

25 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Nuveen High Inc Dec 2018 Tgt Trm (JHA) for Q1 2017, worth a combined $31M — up 28% from $24.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JHA positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 2 trimmed.

The largest buyer was Icon Advisers, opening a new position worth an estimated $1.94M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $106K sold.

  • 25 institutional investors held Nuveen High Inc Dec 2018 Tgt Trm (JHA) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $31M of Nuveen High Inc Dec 2018 Tgt Trm stock for Q1 2017, up 28% quarter-over-quarter.
  • 3 funds opened new Nuveen High Inc Dec 2018 Tgt Trm positions in Q1 2017 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm buyer in Q1 2017 was Icon Advisers, an estimated $1.94M added.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm seller in Q1 2017 was Virtu KCG Holdings, an estimated $106K sold.

Based on aggregated 13F filings for Q1 2017.