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JHA

Nuveen High Inc Dec 2018 Tgt Trm

Delisted

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

30 hedge funds and large institutions have $37.2M invested in Nuveen High Inc Dec 2018 Tgt Trm in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

20% more funds holding

Funds holding: 2530 (+5)

20% more capital invested

Capital invested by funds: $31M → $37.2M (+$6.18M)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.1M +$972K +95,883 +8%
Wells Fargo
2
Wells Fargo
California
$4.21M +$812K +80,096 +24%
IA
3
Icon Advisers
Colorado
$4.15M +$2.25M +221,543 +116%
Invesco
4
Invesco
Georgia
$1.91M +$313K +30,858 +19%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$1.82M +$864K +85,175 +89%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.71M +$101K +10,000 +6%
Bank of America
7
Bank of America
North Carolina
$1.44M +$194K +19,121 +15%
BTS
8
BB&T Securities
Virginia
$1.28M +$711K +70,115 +123%
UBS Group
9
UBS Group
Switzerland
$1.14M +$514K +50,714 +81%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$944K +$39.2K +3,870 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$691K -$122K -12,051 -15%
Stifel Financial
12
Stifel Financial
Missouri
$686K -$82.9K -8,180 -11%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$682K +$70K +6,900 +11%
SWP
14
Stratos Wealth Partners
Ohio
$493K +$113K +11,100 +29%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$402K +$406K +40,005 New
LPL Financial
16
LPL Financial
California
$383K -$1.46M -144,209 -79%
SG
17
StoneX Group
New York
$297K +$299K +29,530 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$272K +$15.4K +1,521 +6%
WS
19
Wedbush Securities
California
$235K +$18.7K +1,845 +9%
VKH
20
Virtu KCG Holdings
New York
$234K +$236K +23,303 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$225K +$227K +22,368 New
LCM
22
Liberty Capital Management
Michigan
$201K
ASN
23
Advisory Services Network
Georgia
$200K +$46.6K +4,600 +30%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$196K
CAN
25
Cetera Advisor Networks
California
$111K

JHA Hedge Fund Activity: Q2 2017 in Review

30 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen High Inc Dec 2018 Tgt Trm (JHA) for Q2 2017, worth a combined $37.2M — up 20% from $31M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHA positions and 1 closed out — a net gain of 5 holders — while 15 added to existing stakes and 3 trimmed.

The largest buyer was Icon Advisers, adding an estimated $2.25M. The largest seller was LPL Financial, cutting an estimated $1.46M.

  • 30 institutional investors held Nuveen High Inc Dec 2018 Tgt Trm (JHA) as of Q2 2017, up from 25 in Q1 2017.
  • Funds reported $37.2M of Nuveen High Inc Dec 2018 Tgt Trm stock for Q2 2017, up 20% quarter-over-quarter.
  • 6 funds opened new Nuveen High Inc Dec 2018 Tgt Trm positions in Q2 2017 and 1 closed out, a net change of +5 holders.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm buyer in Q2 2017 was Icon Advisers, an estimated $2.25M added.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm seller in Q2 2017 was LPL Financial, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2017.