Nuveen Corporate Income 2023 Target Term Fund
JHAA
JHAA was delisted on the 24th of November, 2023.
31 hedge funds and large institutions have $12.8M invested in Nuveen Corporate Income 2023 Target Term Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
19% more funds holding
Funds holding: 26 → 31 (+5)
18% more capital invested
Capital invested by funds: $10.9M → $12.8M (+$1.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$658K |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$639K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$304K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$156K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$271K |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$118K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$111K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$101K |
| 5 |
SWM
Selective Wealth Management
Forest,
Virginia
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $63.5K | +$63.4K | +7,000 | New |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $45.4K | +$45.3K | +5,000 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $21K | -$21.2K | -2,337 | -50% |
|
29
UBS Group
Zurich,
Switzerland
| $19K | -$20.5K | -2,264 | -52% |
|
|
BAM
30
Belpointe Asset Management
Reno,
Nevada
| $9.07K | +$9.06K | +1,000 | New |
|
|
CSPIA
31
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $1.81K | +$1.81K | +200 | New |
|
|
32
Truist Financial
Charlotte,
North Carolina
| – | -$111K | -12,300 | Closed |
|
|
SWM
33
Selective Wealth Management
Forest,
Virginia
| – | -$22K | -2,395 | Closed |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| – | -$1K | -100 | Closed |
|
JHAA Hedge Fund Activity: Q4 2022 in Review
31 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Nuveen Corporate Income 2023 Target Term Fund (JHAA) for Q4 2022, worth a combined $12.8M — up 18% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JHAA positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Relative Value Partners Group, adding an estimated $658K. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $271K.
- 31 institutional investors held Nuveen Corporate Income 2023 Target Term Fund (JHAA) as of Q4 2022, up from 26 in Q3 2022.
- Funds reported $12.8M of Nuveen Corporate Income 2023 Target Term Fund stock for Q4 2022, up 18% quarter-over-quarter.
- 9 funds opened new Nuveen Corporate Income 2023 Target Term Fund positions in Q4 2022 and 4 closed out, a net change of +5 holders.
- The largest Nuveen Corporate Income 2023 Target Term Fund buyer in Q4 2022 was Relative Value Partners Group, an estimated $658K added.
- The largest Nuveen Corporate Income 2023 Target Term Fund seller in Q4 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $271K sold.
Based on aggregated 13F filings for Q4 2022.