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JPW

Nuveen Flexible Invstment Fd
JPW

Delisted

JPW was delisted on the 9th of June, 2017.

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12 hedge funds and large institutions have $7.67M invested in Nuveen Flexible Invstment Fd in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

96% more capital invested

Capital invested by funds: $3.92M → $7.67M (+$3.76M)

33% more funds holding

Funds holding: 9 → 12 (+3)

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.82M
2
MIG
Mariner Investment Group
New York
+$789K
3
VKH
Virtu KCG Holdings
New York
+$563K
4
WAM
Wolverine Asset Management
Illinois
+$217K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$114K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$763K
2
Bank of America
Bank of America
North Carolina
-$42K
3
Citigroup
Citigroup
New York
-$18K
4
TRCT
Tower Research Capital (TRC)
New York
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$2.81M +$2.82M +170,629 New
DFIM
2
Detwiler Fenton Investment Management
Massachusetts
$2.43M +$48.8K +2,949 +2%
MIG
3
Mariner Investment Group
New York
$787K +$789K +47,757 New
VKH
4
Virtu KCG Holdings
New York
$561K +$563K +34,040 New
Morgan Stanley
5
Morgan Stanley
New York
$363K -$763K -46,158 -68%
SCM
6
Saba Capital Management
New York
$224K +$14.9K +900 +7%
WAM
7
Wolverine Asset Management
Illinois
$216K +$217K +13,107 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$130K +$114K +6,900 +690%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$99K – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$25K +$24.8K +1,500 New
U
11
UBS
Switzerland
$22K +$21.7K +1,314 New
Wells Fargo
12
Wells Fargo
California
$10K +$9.9K +599 +59,900%
Bank of America
13
Bank of America
North Carolina
– -$42K -2,500 Closed
Citigroup
14
Citigroup
New York
– -$18K -1,100 Closed
TRCT
15
Tower Research Capital (TRC)
New York
– -$2K -100 Closed

JPW Hedge Fund Activity: Q4 2013 in Review

12 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen Flexible Invstment Fd (JPW) for Q4 2013, worth a combined $7.67M — up 96% from $3.92M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPW positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $2.82M. The largest seller was Morgan Stanley, cutting an estimated $763K.

  • 12 institutional investors held Nuveen Flexible Invstment Fd (JPW) as of Q4 2013, up from 9 in Q3 2013.
  • Funds reported $7.67M of Nuveen Flexible Invstment Fd stock for Q4 2013, up 96% quarter-over-quarter.
  • 6 funds opened new Nuveen Flexible Invstment Fd positions in Q4 2013 and 3 closed out, a net change of +3 holders.
  • The largest Nuveen Flexible Invstment Fd buyer in Q4 2013 was Sit Investment Associates, an estimated $2.82M added.
  • The largest Nuveen Flexible Invstment Fd seller in Q4 2013 was Morgan Stanley, an estimated $763K sold.

Based on aggregated 13F filings for Q4 2013.