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JHAA

Nuveen Corporate Income 2023 Target Term Fund

Delisted

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

29 hedge funds and large institutions have $15.7M invested in Nuveen Corporate Income 2023 Target Term Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

10% more capital invested

Capital invested by funds: $14.3M → $15.7M (+$1.42M)

12% less funds holding

Funds holding: 3329 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Almitas Capital
California
$3.88M +$1.07M +115,674 +39%
Morgan Stanley
2
Morgan Stanley
New York
$2.91M -$116K -12,479 -4%
RVPG
3
Relative Value Partners Group
$1.24M +$44K +4,736 +4%
RCM
4
Rivernorth Capital Management
Florida
$968K +$3.85K +415 +0.4%
CL
5
CSS LLC
Illinois
$769K -$25.1K -2,701 -3%
GKWIM
6
Gerber Kawasaki Wealth & Investment Management
California
$572K
SIA
7
Sit Investment Associates
Minnesota
$543K +$34K +3,660 +7%
Wells Fargo
8
Wells Fargo
California
$474K -$134K -14,431 -22%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$434K +$31.5K +3,391 +8%
Jane Street
10
Jane Street
New York
$383K +$199K +21,461 +110%
Stifel Financial
11
Stifel Financial
Missouri
$374K -$58.7K -6,320 -14%
AW
12
Atlas Wealth
Ohio
$360K +$141K +15,233 +66%
MSAM
13
Moloney Securities Asset Management
Missouri
$324K -$12.6K -1,359 -4%
DADC
14
D.A. Davidson & Co
Montana
$313K -$37.1K -4,000 -11%
HH
15
Hilltop Holdings
Texas
$272K +$46.4K +5,000 +21%
ACM
16
Arlington Capital Management
Illinois
$254K +$103K +11,053 +68%
CWS
17
Cypress Wealth Services
California
$234K
NCM
18
Narwhal Capital Management
Georgia
$193K -$297 -32 -0.2%
RBC
19
Romano Brothers & Co
Illinois
$187K -$23.2K -2,500 -11%
IFG
20
Independent Financial Group
California
$184K -$46.8K -5,037 -20%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$158K +$8.36K +900 +6%
LPL Financial
22
LPL Financial
California
$156K +$919 +99 +0.6%
Truist Financial
23
Truist Financial
North Carolina
$146K +$145K +15,600 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$115K +$92.8K +10,000 +429%
RJA
25
Raymond James & Associates
Florida
$102K +$101K +10,923 New

JHAA Hedge Fund Activity: Q2 2023 in Review

29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Corporate Income 2023 Target Term Fund (JHAA) for Q2 2023, worth a combined $15.7M — up 9.9% from $14.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JHAA and 2 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Almitas Capital, adding an estimated $1.07M. The largest seller was Clear Harbor Asset Management, exiting entirely with an estimated $255K sold.

  • 29 institutional investors held Nuveen Corporate Income 2023 Target Term Fund (JHAA) as of Q2 2023, down from 33 in Q1 2023.
  • Funds reported $15.7M of Nuveen Corporate Income 2023 Target Term Fund stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 2 funds opened new Nuveen Corporate Income 2023 Target Term Fund positions in Q2 2023 and 6 closed out, a net change of -4 holders.
  • The largest Nuveen Corporate Income 2023 Target Term Fund buyer in Q2 2023 was Almitas Capital, an estimated $1.07M added.
  • The largest Nuveen Corporate Income 2023 Target Term Fund seller in Q2 2023 was Clear Harbor Asset Management, an estimated $255K sold.

Based on aggregated 13F filings for Q2 2023.