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JHB

Nuveen Corporate Income November 2021 Target Term Fund

Delisted

JHB was delisted on the 26th of October, 2021.

40 hedge funds and large institutions have $81.1M invested in Nuveen Corporate Income November 2021 Target Term Fund in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

14% more capital invested

Capital invested by funds: $70.9M → $81.1M (+$10.2M)

13% less funds holding

Funds holding: 4640 (-6)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.7M +$4.67M +483,226 +16%
Wells Fargo
2
Wells Fargo
California
$10.2M +$89.9K +9,308 +0.9%
UBS Group
3
UBS Group
Switzerland
$7.53M +$22.7K +2,350 +0.3%
BTS
4
BB&T Securities
Virginia
$4.05M +$18.5K +1,916 +0.5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.56M +$257K +26,581 +8%
Bank of America
6
Bank of America
North Carolina
$3.24M -$266K -27,507 -8%
Stifel Financial
7
Stifel Financial
Missouri
$2.17M -$15.7K -1,629 -0.7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.15M +$96.8K +10,021 +5%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$2.06M +$229K +23,725 +13%
CAN
10
Cetera Advisor Networks
California
$1.32M +$184K +19,065 +17%
LPL Financial
11
LPL Financial
California
$1.29M -$639K -66,083 -33%
BRWM
12
B. Riley Wealth Management
Tennessee
$1.05M -$9.21K -953 -0.9%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.02M +$356K +36,798 +55%
RJA
14
Raymond James & Associates
Florida
$754K +$96K +9,935 +15%
SIG
15
Sargent Investment Group
Maryland
$675K
Millennium Management
16
Millennium Management
New York
$627K -$549K -56,817 -47%
SG
17
StoneX Group
New York
$608K +$161K +16,699 +37%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$588K -$39K -4,041 -6%
SWP
19
Stratos Wealth Partners
Ohio
$569K +$24.1K +2,497 +4%
GIA
20
Gladstone Institutional Advisory
Florida
$510K
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$435K -$4.83K -500 -1%
WEC
22
Winslow Evans & Crocker
Massachusetts
$428K +$121K +12,492 +40%
CWS
23
Cypress Wealth Services
California
$347K +$343K +35,516 New
M&T Bank
24
M&T Bank
New York
$310K +$14.4K +1,494 +5%
AIM
25
Axiom Investment Management
New York
$293K -$48.3K -5,000 -14%

JHB Hedge Fund Activity: Q1 2019 in Review

40 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Corporate Income November 2021 Target Term Fund (JHB) for Q1 2019, worth a combined $81.1M — up 14% from $70.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JHB and 2 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $4.67M. The largest seller was LPL Financial, cutting an estimated $639K.

  • 40 institutional investors held Nuveen Corporate Income November 2021 Target Term Fund (JHB) as of Q1 2019, down from 46 in Q4 2018.
  • Funds reported $81.1M of Nuveen Corporate Income November 2021 Target Term Fund stock for Q1 2019, up 14% quarter-over-quarter.
  • 2 funds opened new Nuveen Corporate Income November 2021 Target Term Fund positions in Q1 2019 and 8 closed out, a net change of -6 holders.
  • The largest Nuveen Corporate Income November 2021 Target Term Fund buyer in Q1 2019 was Morgan Stanley, an estimated $4.67M added.
  • The largest Nuveen Corporate Income November 2021 Target Term Fund seller in Q1 2019 was LPL Financial, an estimated $639K sold.

Based on aggregated 13F filings for Q1 2019.