Nuveen Flexible Invstment Fd
JPW was delisted on the 9th of June, 2017.
9 hedge funds and large institutions have $3.92M invested in Nuveen Flexible Invstment Fd in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
800% more funds holding
Funds holding: 1 → 9 (+8)
38% more capital invested
Capital invested by funds: $2.83M → $3.92M (+$1.08M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.23M |
| 2 |
SCM
Saba Capital Management
New York
|
+$229K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$108K |
| 4 |
DFIM
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
+$45.4K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$45.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFIM
1
Detwiler Fenton Investment Management
Boston,
Massachusetts
| $2.39M | +$45.4K | +2,519 | +2% |
|
|
2
Morgan Stanley
New York
| $1.13M | +$1.23M | +68,144 | New |
|
|
SCM
3
Saba Capital Management
New York
| $211K | +$229K | +12,715 | New |
|
|
TJHA
4
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $100K | +$108K | +6,001 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $42K | +$45.1K | +2,500 | New |
|
6
Citigroup
New York
| $18K | +$19.8K | +1,100 | New |
|
7
Envestnet Asset Management
Chicago,
Illinois
| $17K | +$18K | +1,000 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $2K | +$1.8K | +100 | New |
|
9
Wells Fargo
San Francisco,
California
| – | +$18 | +1 | New |
|
JPW Hedge Fund Activity: Q3 2013 in Review
9 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Nuveen Flexible Invstment Fd (JPW) for Q3 2013, worth a combined $3.92M — up 38% from $2.83M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPW positions and 0 closed out — a net gain of 8 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $1.23M.
- 9 institutional investors held Nuveen Flexible Invstment Fd (JPW) as of Q3 2013, up from 1 in Q2 2013.
- Funds reported $3.92M of Nuveen Flexible Invstment Fd stock for Q3 2013, up 38% quarter-over-quarter.
- 8 funds opened new Nuveen Flexible Invstment Fd positions in Q3 2013 and 0 closed out, a net change of +8 holders.
- The largest Nuveen Flexible Invstment Fd buyer in Q3 2013 was Morgan Stanley, an estimated $1.23M added.
Based on aggregated 13F filings for Q3 2013.