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JHA

Nuveen High Inc Dec 2018 Tgt Trm

Delisted

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

32 hedge funds and large institutions have $47.9M invested in Nuveen High Inc Dec 2018 Tgt Trm in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $37.2M → $47.9M (+$10.7M)

7% more funds holding

Funds holding: 3032 (+2)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.5M +$395K +39,386 +3%
IA
2
Icon Advisers
Colorado
$7.11M +$2.97M +295,604 +72%
Wells Fargo
3
Wells Fargo
California
$5.34M +$1.14M +113,134 +27%
SIA
4
Sit Investment Associates
Minnesota
$4.58M +$4.58M +456,589 New
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$2.41M +$600K +59,793 +33%
Invesco
6
Invesco
Georgia
$1.9M -$4.24K -422 -0.2%
Bank of America
7
Bank of America
North Carolina
$1.86M +$419K +41,708 +29%
UBS Group
8
UBS Group
Switzerland
$1.6M +$465K +46,363 +41%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.6M -$104K -10,400 -6%
BTS
10
BB&T Securities
Virginia
$1.38M +$97.8K +9,741 +8%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.18M +$238K +23,732 +25%
Stifel Financial
12
Stifel Financial
Missouri
$909K +$225K +22,369 +33%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$712K +$21.9K +2,181 +3%
SWP
14
Stratos Wealth Partners
Ohio
$551K +$58.2K +5,800 +12%
LPL Financial
15
LPL Financial
California
$430K +$48.2K +4,800 +13%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$417K +$15.5K +1,543 +4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$338K -$342K -34,100 -50%
MSAM
18
Moloney Securities Asset Management
Missouri
$314K +$314K +31,320 New
VF
19
Virtu Financial
New York
$311K +$311K +30,952 New
WS
20
Wedbush Securities
California
$260K +$25.2K +2,505 +11%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$246K +$50.2K +5,000 +26%
ASN
22
Advisory Services Network
Georgia
$223K +$23.1K +2,300 +12%
LCM
23
Liberty Capital Management
Michigan
$200K
RJA
24
Raymond James & Associates
Florida
$141K +$141K +14,032 New
SAM
25
Summit Asset Management
Tennessee
$126K +$126K +12,500 New

JHA Hedge Fund Activity: Q3 2017 in Review

32 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen High Inc Dec 2018 Tgt Trm (JHA) for Q3 2017, worth a combined $47.9M — up 29% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHA positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $4.58M. The largest seller was Janney Montgomery Scott, cutting an estimated $342K.

  • 32 institutional investors held Nuveen High Inc Dec 2018 Tgt Trm (JHA) as of Q3 2017, up from 30 in Q2 2017.
  • Funds reported $47.9M of Nuveen High Inc Dec 2018 Tgt Trm stock for Q3 2017, up 29% quarter-over-quarter.
  • 7 funds opened new Nuveen High Inc Dec 2018 Tgt Trm positions in Q3 2017 and 4 closed out, a net change of +3 holders.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm buyer in Q3 2017 was Sit Investment Associates, an estimated $4.58M added.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm seller in Q3 2017 was Janney Montgomery Scott, an estimated $342K sold.

Based on aggregated 13F filings for Q3 2017.