Nuveen Corporate Income 2023 Target Term Fund
JHAA
JHAA was delisted on the 24th of November, 2023.
33 hedge funds and large institutions have $14.3M invested in Nuveen Corporate Income 2023 Target Term Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
12% more capital invested
Capital invested by funds: $12.8M → $14.3M (+$1.48M)
6% more funds holding
Funds holding: 31 → 33 (+2)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$2.1M |
| 2 |
Jane Street
New York
|
+$179K |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
+$107K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$87.1K |
| 5 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$29.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$425K |
| 2 |
Morgan Stanley
New York
|
-$354K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$128K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$81.5K |
| 5 |
RVPG
Relative Value Partners Group
|
-$59.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $64.3K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $46K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $21K | – | – | – |
|
|
BAM
29
Belpointe Asset Management
Reno,
Nevada
| $9.19K | – | – | – |
|
30
JP Morgan Chase
New York
| $5K | +$4.69K | +510 | New |
|
|
CSPIA
31
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $1.84K | – | – | – |
|
32
UBS Group
Zurich,
Switzerland
| $652 | -$18.6K | -2,026 | -97% |
|
|
LSC
33
Logan Stone Capital
Chicago,
Illinois
| – | -$128K | -14,066 | Closed |
|
|
FIA
34
FNY Investment Advisers
New York
| – | +$460 | +50 | New |
|
JHAA Hedge Fund Activity: Q1 2023 in Review
33 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Nuveen Corporate Income 2023 Target Term Fund (JHAA) for Q1 2023, worth a combined $14.3M — up 12% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JHAA positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Almitas Capital, adding an estimated $2.1M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $425K.
- 33 institutional investors held Nuveen Corporate Income 2023 Target Term Fund (JHAA) as of Q1 2023, up from 31 in Q4 2022.
- Funds reported $14.3M of Nuveen Corporate Income 2023 Target Term Fund stock for Q1 2023, up 12% quarter-over-quarter.
- 3 funds opened new Nuveen Corporate Income 2023 Target Term Fund positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Nuveen Corporate Income 2023 Target Term Fund buyer in Q1 2023 was Almitas Capital, an estimated $2.1M added.
- The largest Nuveen Corporate Income 2023 Target Term Fund seller in Q1 2023 was Gerber Kawasaki Wealth & Investment Management, an estimated $425K sold.
Based on aggregated 13F filings for Q1 2023.