We are live on ! Find out more
JHA

Nuveen High Inc Dec 2018 Tgt Trm

Delisted

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

35 hedge funds and large institutions have $52.8M invested in Nuveen High Inc Dec 2018 Tgt Trm in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

10% more capital invested

Capital invested by funds: $47.9M → $52.8M (+$4.93M)

9% more funds holding

Funds holding: 3235 (+3)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.7M -$554K -55,737 -4%
IA
2
Icon Advisers
Colorado
$9.04M +$2.03M +204,008 +29%
Wells Fargo
3
Wells Fargo
California
$4.81M -$463K -46,619 -9%
SIA
4
Sit Investment Associates
Minnesota
$4.6M +$75.7K +7,620 +2%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$3M +$618K +62,136 +26%
Bank of America
6
Bank of America
North Carolina
$2.4M +$563K +56,616 +31%
KIM
7
Karpus Investment Management
New York
$2.03M +$2.04M +205,253 New
Invesco
8
Invesco
Georgia
$2M +$118K +11,886 +6%
UBS Group
9
UBS Group
Switzerland
$1.91M +$327K +32,893 +21%
BTS
10
BB&T Securities
Virginia
$1.46M +$103K +10,400 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.41M -$165K -16,650 -10%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$975K -$191K -19,212 -16%
Stifel Financial
13
Stifel Financial
Missouri
$966K +$65.3K +6,573 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$914K +$212K +21,378 +30%
CAN
15
Cetera Advisor Networks
California
$794K +$684K +68,859 +625%
SWP
16
Stratos Wealth Partners
Ohio
$533K -$10.4K -1,050 -2%
LPL Financial
17
LPL Financial
California
$474K +$49.2K +4,950 +12%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$379K -$32.5K -3,266 -8%
MSAM
19
Moloney Securities Asset Management
Missouri
$323K +$12.5K +1,254 +4%
AGM
20
Alpine Global Management
New York
$297K +$197K +19,773 +195%
WS
21
Wedbush Securities
California
$245K -$11.5K -1,161 -4%
ASN
22
Advisory Services Network
Georgia
$220K
LCM
23
Liberty Capital Management
Michigan
$198K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$193K -$49.7K -5,000 -20%
BAM
25
Belpointe Asset Management
Nevada
$167K +$168K +16,865 New

JHA Hedge Fund Activity: Q4 2017 in Review

35 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Nuveen High Inc Dec 2018 Tgt Trm (JHA) for Q4 2017, worth a combined $52.8M — up 10% from $47.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JHA positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $2.04M. The largest seller was Morgan Stanley, cutting an estimated $554K.

  • 35 institutional investors held Nuveen High Inc Dec 2018 Tgt Trm (JHA) as of Q4 2017, up from 32 in Q3 2017.
  • Funds reported $52.8M of Nuveen High Inc Dec 2018 Tgt Trm stock for Q4 2017, up 10% quarter-over-quarter.
  • 6 funds opened new Nuveen High Inc Dec 2018 Tgt Trm positions in Q4 2017 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm buyer in Q4 2017 was Karpus Investment Management, an estimated $2.04M added.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm seller in Q4 2017 was Morgan Stanley, an estimated $554K sold.

Based on aggregated 13F filings for Q4 2017.