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JHAA

Nuveen Corporate Income 2023 Target Term Fund

Delisted

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

21 hedge funds and large institutions have $9.35M invested in Nuveen Corporate Income 2023 Target Term Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $9.71M → $9.35M (-$361K)

5% less funds holding

Funds holding: 2221 (-1)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.15M +$755K +81,560 +30%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$1.19M -$148K -16,006 -11%
RCM
3
Rivernorth Capital Management
Florida
$898K +$107K +11,510 +13%
Wells Fargo
4
Wells Fargo
California
$823K -$19.2K -2,070 -2%
LSC
5
Logan Stone Capital
Illinois
$593K -$502K -54,233 -45%
SIA
6
Sit Investment Associates
Minnesota
$461K -$98.2K -10,608 -17%
DADC
7
D.A. Davidson & Co
Montana
$323K -$81K -8,750 -19%
IFG
8
Independent Financial Group
California
$323K -$27.2K -2,933 -7%
CWS
9
Cypress Wealth Services
California
$222K
LPL Financial
10
LPL Financial
California
$204K +$62.2K +6,714 +41%
NCM
11
Narwhal Capital Management
Georgia
$197K -$59.5K -6,421 -22%
HH
12
Hilltop Holdings
Texas
$187K +$195K +21,100 New
CL
13
CSS LLC
Illinois
$173K +$182K +19,604 New
BRWA
14
B. Riley Wealth Advisors
Florida
$147K -$65 -7 -0%
AIFAIM
15
American Institute for Advanced Investment Management
Arizona
$126K
Stifel Financial
16
Stifel Financial
Missouri
$114K +$119K +12,841 New
Truist Financial
17
Truist Financial
North Carolina
$109K
SWM
18
SeaCrest Wealth Management
New York
$64K +$66.7K +7,200 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$41K
UBS Group
20
UBS Group
Switzerland
$9K -$1.15K -124 -11%
BRWM
21
B. Riley Wealth Management
Tennessee
-$126K -13,337 Closed
Bank of America
22
Bank of America
North Carolina
-$26K -2,800 Closed
1CP
23
1607 Capital Partners
Virginia
-$13K -1,400 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$1K -100 Closed

JHAA Hedge Fund Activity: Q2 2022 in Review

21 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Corporate Income 2023 Target Term Fund (JHAA) for Q2 2022, worth a combined $9.35M — down 3.7% from $9.71M a quarter earlier.

Fund positioning in JHAA was balanced in Q2 2022: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $755K. The largest seller was Logan Stone Capital, cutting an estimated $502K.

  • 21 institutional investors held Nuveen Corporate Income 2023 Target Term Fund (JHAA) as of Q2 2022, down from 22 in Q1 2022.
  • Funds reported $9.35M of Nuveen Corporate Income 2023 Target Term Fund stock for Q2 2022, down 3.7% quarter-over-quarter.
  • 4 funds opened new Nuveen Corporate Income 2023 Target Term Fund positions in Q2 2022 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Corporate Income 2023 Target Term Fund buyer in Q2 2022 was Morgan Stanley, an estimated $755K added.
  • The largest Nuveen Corporate Income 2023 Target Term Fund seller in Q2 2022 was Logan Stone Capital, an estimated $502K sold.

Based on aggregated 13F filings for Q2 2022.