We are live on ! Find out more
JHAA

Nuveen Corporate Income 2023 Target Term Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2631 (+5)

18% more capital invested

Capital invested by funds: $10.9M → $12.8M (+$1.92M)

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
8
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
$3.29M -$11.8K -1,305 -0.4%
RVPG
2
Relative Value Partners Group
$1.22M +$658K +72,606 +118%
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$974K -$271K -29,900 -22%
RCM
4
Rivernorth Capital Management
Florida
$936K +$16K +1,764 +2%
CL
5
CSS LLC
Illinois
$665K +$41.5K +4,577 +7%
AC
6
Almitas Capital
California
$640K +$639K +70,519 New
Wells Fargo
7
Wells Fargo
California
$568K -$101K -11,099 -15%
Stifel Financial
8
Stifel Financial
Missouri
$501K +$75.5K +8,335 +18%
SIA
9
Sit Investment Associates
Minnesota
$494K +$22.4K +2,478 +5%
DADC
10
D.A. Davidson & Co
Montana
$331K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$305K +$304K +33,608 New
MSAM
12
Moloney Securities Asset Management
Missouri
$298K +$453 +50 +0.2%
IFG
13
Independent Financial Group
California
$279K +$851 +94 +0.3%
CHAM
14
Clear Harbor Asset Management
Connecticut
$260K +$133K +14,632 +104%
CWS
15
Cypress Wealth Services
California
$227K
HH
16
Hilltop Holdings
Texas
$219K +$27.2K +3,000 +14%
AW
17
Atlas Wealth
Ohio
$210K +$210K +23,142 New
LPL Financial
18
LPL Financial
California
$196K -$9.46K -1,044 -5%
NCM
19
Narwhal Capital Management
Georgia
$193K +$453 +50 +0.2%
RBC
20
Romano Brothers & Co
Illinois
$191K
ACM
21
Arlington Capital Management
Illinois
$156K +$156K +17,209 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$133K +$133K +14,670 New
AIFAIM
23
American Institute for Advanced Investment Management
Arizona
$129K
LSC
24
Logan Stone Capital
Illinois
$128K -$118K -13,014 -48%
BRWA
25
B. Riley Wealth Advisors
Florida
$112K -$21.2K -2,341 -16%

JHAA Hedge Fund Activity: Q4 2022 in Review

31 of the 6,221 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.