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JHB

Nuveen Corporate Income November 2021 Target Term Fund

Delisted

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

42 hedge funds and large institutions have $114M invested in Nuveen Corporate Income November 2021 Target Term Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $107M → $114M (+$6.93M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

2% less funds holding

Funds holding: 4342 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.9M +$268K +26,930 +0.6%
IWC
2
Integrated Wealth Concepts
Massachusetts
$18.6M +$3.91M +392,530 +27%
Wells Fargo
3
Wells Fargo
California
$11.4M -$271K -27,174 -2%
UBS Group
4
UBS Group
Switzerland
$7.59M -$273K -27,418 -3%
Truist Financial
5
Truist Financial
North Carolina
$4.97M +$4.94M +496,266 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.86M -$179K -17,946 -4%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$3.71M +$916K +92,015 +33%
Bank of America
8
Bank of America
North Carolina
$2.98M -$131K -13,162 -4%
Stifel Financial
9
Stifel Financial
Missouri
$2.51M +$350K +35,205 +16%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.17M -$119K -11,968 -5%
CAN
11
Cetera Advisor Networks
California
$1.53M -$62.7K -6,300 -4%
LPL Financial
12
LPL Financial
California
$1.44M +$43.2K +4,339 +3%
DADC
13
D.A. Davidson & Co
Montana
$1.1M +$206K +20,655 +23%
AG
14
Advisor Group
Arizona
$1.06M +$736K +73,885 +229%
BRWM
15
B. Riley Wealth Management
Tennessee
$1.06M -$2.88K -289 -0.3%
MC
16
Mathes Company
New York
$951K +$49.8K +5,000 +6%
RJA
17
Raymond James & Associates
Florida
$892K +$106K +10,602 +14%
SIG
18
Sargent Investment Group
Maryland
$676K
SG
19
StoneX Group
New York
$593K -$28.1K -2,819 -5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$537K -$28.3K -2,838 -5%
SWP
21
Stratos Wealth Partners
Ohio
$524K
WEC
22
Winslow Evans & Crocker
Massachusetts
$482K -$12K -1,204 -2%
ACM
23
Arlington Capital Management
Illinois
$470K -$130K -13,022 -22%
SBIA
24
Sheaff Brock Investment Advisors
Indiana
$445K
CWS
25
Cypress Wealth Services
California
$358K +$1.2K +120 +0.3%

JHB Hedge Fund Activity: Q4 2019 in Review

42 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Corporate Income November 2021 Target Term Fund (JHB) for Q4 2019, worth a combined $114M — up 6.5% from $107M a quarter earlier.

Fund positioning in JHB was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 13 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $4.94M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $314K.

  • 42 institutional investors held Nuveen Corporate Income November 2021 Target Term Fund (JHB) as of Q4 2019, down from 43 in Q3 2019.
  • Funds reported $114M of Nuveen Corporate Income November 2021 Target Term Fund stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 5 funds opened new Nuveen Corporate Income November 2021 Target Term Fund positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest Nuveen Corporate Income November 2021 Target Term Fund buyer in Q4 2019 was Truist Financial, an estimated $4.94M added.
  • The largest Nuveen Corporate Income November 2021 Target Term Fund seller in Q4 2019 was Gladstone Institutional Advisory, an estimated $314K sold.

Based on aggregated 13F filings for Q4 2019.