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JHAA

Nuveen Corporate Income 2023 Target Term Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 3133 (+2)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.98M -$354K -38,476 -11%
AC
2
Almitas Capital
California
$2.74M +$2.1M +227,791 +323%
RVPG
3
Relative Value Partners Group
$1.17M -$59.1K -6,424 -5%
RCM
4
Rivernorth Capital Management
Florida
$948K
CL
5
CSS LLC
Illinois
$780K +$107K +11,592 +16%
Wells Fargo
6
Wells Fargo
California
$598K +$23K +2,499 +4%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$562K -$425K -46,207 -43%
SIA
8
Sit Investment Associates
Minnesota
$501K
Stifel Financial
9
Stifel Financial
Missouri
$426K -$81.5K -8,855 -16%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$396K +$87.1K +9,470 +28%
DADC
11
D.A. Davidson & Co
Montana
$345K +$9.2K +1,000 +3%
MSAM
12
Moloney Securities Asset Management
Missouri
$331K +$29.1K +3,158 +10%
CHAM
13
Clear Harbor Asset Management
Connecticut
$255K -$9.2K -1,000 -3%
CWS
14
Cypress Wealth Services
California
$230K
IFG
15
Independent Financial Group
California
$228K -$55.5K -6,033 -20%
HH
16
Hilltop Holdings
Texas
$221K
AW
17
Atlas Wealth
Ohio
$213K
RBC
18
Romano Brothers & Co
Illinois
$207K +$13.8K +1,500 +7%
NCM
19
Narwhal Capital Management
Georgia
$190K -$5.07K -551 -3%
Jane Street
20
Jane Street
New York
$179K +$179K +19,495 New
LPL Financial
21
LPL Financial
California
$153K -$45.5K -4,951 -23%
ACM
22
Arlington Capital Management
Illinois
$148K -$9.71K -1,056 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$147K +$12K +1,309 +9%
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$98.8K -$32.2K -3,500 -25%
BRWA
25
B. Riley Wealth Advisors
Florida
$95.5K -$17.8K -1,935 -16%

JHAA Hedge Fund Activity: Q1 2023 in Review

33 of the 6,275 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.