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JHA

Nuveen High Inc Dec 2018 Tgt Trm

Delisted

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

31 hedge funds and large institutions have $55.4M invested in Nuveen High Inc Dec 2018 Tgt Trm in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

11% more funds holding

Funds holding: 2831 (+3)

0% more capital invested

Capital invested by funds: $55.3M → $55.4M (+$107K)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
11
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
$12.6M -$76.4K -7,781 -0.6%
IA
2
Icon Advisers
Colorado
$6.34M -$2.75M -279,790 -30%
Wells Fargo
3
Wells Fargo
California
$5.56M +$199K +20,257 +4%
SIA
4
Sit Investment Associates
Minnesota
$4.38M -$328K -33,356 -7%
Bank of America
5
Bank of America
North Carolina
$3.7M +$747K +76,006 +25%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$3.09M -$144K -14,687 -4%
KIM
7
Karpus Investment Management
New York
$2.97M -$10.6K -1,075 -0.4%
Stifel Financial
8
Stifel Financial
Missouri
$2.07M +$785K +79,929 +62%
Invesco
9
Invesco
Georgia
$1.98M -$304K -30,936 -13%
UBS Group
10
UBS Group
Switzerland
$1.85M -$167K -16,994 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.8M -$169K -17,209 -9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.44M -$15.5K -1,576 -1%
BTS
13
BB&T Securities
Virginia
$1.37M -$45.2K -4,600 -3%
LPL Financial
14
LPL Financial
California
$1.09M +$57.1K +5,810 +6%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$975K +$9.63K +980 +1%
CAN
16
Cetera Advisor Networks
California
$944K +$940K +95,708 New
LCM
17
Laurion Capital Management
New York
$505K +$502K +51,100 New
ASN
18
Advisory Services Network
Georgia
$446K +$9.6K +977 +2%
MSAM
19
Moloney Securities Asset Management
Missouri
$347K +$2.58K +263 +0.8%
SWP
20
Stratos Wealth Partners
Ohio
$296K -$48K -4,883 -14%
WS
21
Wedbush Securities
California
$267K +$58K +5,900 +28%
RJA
22
Raymond James & Associates
Florida
$237K +$118 +12 +0.1%
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$219K +$218K +22,200 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$215K
PAS
25
Park Avenue Securities
New York
$201K +$37.6K +3,826 +23%

JHA Hedge Fund Activity: Q2 2018 in Review

31 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen High Inc Dec 2018 Tgt Trm (JHA) for Q2 2018, worth a combined $55.4M — up 0.19% from $55.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHA positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $940K. The largest seller was Icon Advisers, cutting an estimated $2.75M.

  • 31 institutional investors held Nuveen High Inc Dec 2018 Tgt Trm (JHA) as of Q2 2018, up from 28 in Q1 2018.
  • Funds reported $55.4M of Nuveen High Inc Dec 2018 Tgt Trm stock for Q2 2018, up 0.19% quarter-over-quarter.
  • 5 funds opened new Nuveen High Inc Dec 2018 Tgt Trm positions in Q2 2018 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm buyer in Q2 2018 was Cetera Advisor Networks, an estimated $940K added.
  • The largest Nuveen High Inc Dec 2018 Tgt Trm seller in Q2 2018 was Icon Advisers, an estimated $2.75M sold.

Based on aggregated 13F filings for Q2 2018.