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JHAA

Nuveen Corporate Income 2023 Target Term Fund

Delisted

JHAA was delisted on the 24th of November, 2023.

17 hedge funds and large institutions have $10.9M invested in Nuveen Corporate Income 2023 Target Term Fund in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

21% more capital invested

Capital invested by funds: $8.99M → $10.9M (+$1.89M)

6% less funds holding

Funds holding: 1817 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
3
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
$6.32M +$186K +18,639 +3%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$1.1M +$1.1M +110,016 +323,576%
Wells Fargo
3
Wells Fargo
California
$789K +$74.4K +7,470 +10%
SIA
4
Sit Investment Associates
Minnesota
$500K +$195K +19,582 +64%
DADC
5
D.A. Davidson & Co
Montana
$452K +$87.1K +8,750 +24%
NCM
6
Narwhal Capital Management
Georgia
$293K +$183K +18,407 +168%
CWS
7
Cypress Wealth Services
California
$250K
IFG
8
Independent Financial Group
California
$232K +$231K +23,206 New
LPL Financial
9
LPL Financial
California
$172K +$1.96K +197 +1%
BRWA
10
B. Riley Wealth Advisors
Florida
$171K -$548 -55 -0.3%
AIFAIM
11
American Institute for Advanced Investment Management
Arizona
$142K
BRWM
12
B. Riley Wealth Management
Tennessee
$133K -$16.1K -1,615 -11%
Truist Financial
13
Truist Financial
North Carolina
$123K -$87.1K -8,750 -42%
PFPT
14
Pinnacle Financial Partners (Tennessee)
Tennessee
$110K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$46K +$289 +29 +0.6%
Bank of America
16
Bank of America
North Carolina
$28K
UBS Group
17
UBS Group
Switzerland
$24K +$9.94K +998 +72%
Ameriprise
18
Ameriprise
Minnesota
-$107K -10,833 Closed
US Bancorp
19
US Bancorp
Minnesota
-$12K -1,220 Closed

JHAA Hedge Fund Activity: Q4 2021 in Review

17 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Corporate Income 2023 Target Term Fund (JHAA) for Q4 2021, worth a combined $10.9M — up 21% from $8.99M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of JHAA and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 9 added.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $1.1M. The largest seller was Ameriprise, exiting entirely with an estimated $107K sold.

  • 17 institutional investors held Nuveen Corporate Income 2023 Target Term Fund (JHAA) as of Q4 2021, down from 18 in Q3 2021.
  • Funds reported $10.9M of Nuveen Corporate Income 2023 Target Term Fund stock for Q4 2021, up 21% quarter-over-quarter.
  • 1 fund opened new Nuveen Corporate Income 2023 Target Term Fund positions in Q4 2021 and 2 closed out, a net change of -1 holder.
  • The largest Nuveen Corporate Income 2023 Target Term Fund buyer in Q4 2021 was Gerber Kawasaki Wealth & Investment Management, an estimated $1.1M added.
  • The largest Nuveen Corporate Income 2023 Target Term Fund seller in Q4 2021 was Ameriprise, an estimated $107K sold.

Based on aggregated 13F filings for Q4 2021.