Nuveen Corporate Income November 2021 Target Term Fund
JHB
JHB was delisted on the 26th of October, 2021.
57 hedge funds and large institutions have $126M invested in Nuveen Corporate Income November 2021 Target Term Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
10% more funds holding
Funds holding: 52 → 57 (+5)
7% more capital invested
Capital invested by funds: $118M → $126M (+$7.85M)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$4.45M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.78M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.14M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$1.22M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.06M |
| 3 |
Morgan Stanley
New York
|
-$874K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$744K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$353K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
51
International Assets Investment Management
Orlando,
Florida
| $28K | – | – | – |
|
|
RCA
52
Ranch Capital Advisors
Sarasota,
Florida
| $23K | – | – | – |
|
|
HI
53
Harbour Investments
Madison,
Wisconsin
| $14K | +$14K | +1,500 | New |
|
|
APA
54
American Portfolios Advisors
Holbrook,
New York
| $12.7K | -$2.33K | -250 | -16% |
|
55
Citigroup
New York
| $9K | -$531 | -57 | -5% |
|
|
WAP
56
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $5K | +$4.66K | +500 | New |
|
|
LCM
57
Landscape Capital Management
Englewood,
New Jersey
| – | -$303K | -32,986 | Closed |
|
58
M&T Bank
Buffalo,
New York
| – | -$291K | -31,647 | Closed |
|
|
WAM
59
Wolverine Asset Management
Chicago,
Illinois
| – | -$145K | -15,858 | Closed |
|
|
DY
60
Dowling & Yahnke
San Diego,
California
| – | -$143K | -15,500 | Closed |
|
|
TFS
61
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$2K | -243 | Closed |
|
JHB Hedge Fund Activity: Q1 2021 in Review
57 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Nuveen Corporate Income November 2021 Target Term Fund (JHB) for Q1 2021, worth a combined $126M — up 6.6% from $118M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JHB positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 19 trimmed.
The largest buyer was Relative Value Partners Group, adding an estimated $4.45M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $1.22M.
- 57 institutional investors held Nuveen Corporate Income November 2021 Target Term Fund (JHB) as of Q1 2021, up from 52 in Q4 2020.
- Funds reported $126M of Nuveen Corporate Income November 2021 Target Term Fund stock for Q1 2021, up 6.6% quarter-over-quarter.
- 11 funds opened new Nuveen Corporate Income November 2021 Target Term Fund positions in Q1 2021 and 5 closed out, a net change of +6 holders.
- The largest Nuveen Corporate Income November 2021 Target Term Fund buyer in Q1 2021 was Relative Value Partners Group, an estimated $4.45M added.
- The largest Nuveen Corporate Income November 2021 Target Term Fund seller in Q1 2021 was Gerber Kawasaki Wealth & Investment Management, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2021.