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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 $6.77M invested in Nuveen Flexible Invstment Fd in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

12% less capital invested

Capital invested by funds: $7.67M → $6.77M (-$905K)

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIG
Mariner Investment Group
New York
+$1.06M
2
WAM
Wolverine Asset Management
Illinois
+$608K
3
SCM
Saba Capital Management
New York
+$334K
4
RCM
Robinson Capital Management
Michigan
+$204K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$50.6K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$2.81M
2
VKH
Virtu KCG Holdings
New York
-$561K
3
Morgan Stanley
Morgan Stanley
New York
-$62.8K
4
U
UBS
Switzerland
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
DFIM
1
Detwiler Fenton Investment Management
Massachusetts
$2.56M +$34.8K +2,066 +1%
MIG
2
Mariner Investment Group
New York
$1.9M +$1.06M +62,991 +132%
WAM
3
Wolverine Asset Management
Illinois
$843K +$608K +36,074 +275%
SCM
4
Saba Capital Management
New York
$573K +$334K +19,792 +145%
Morgan Stanley
5
Morgan Stanley
New York
$313K -$62.8K -3,728 -17%
RCM
6
Robinson Capital Management
Michigan
$208K +$204K +12,100 New
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$154K +$50.6K +3,000 +50%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$136K – – –
Bank of America
9
Bank of America
North Carolina
$43K +$42.1K +2,500 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26K – – –
Wells Fargo
11
Wells Fargo
California
$10K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$3K +$3.37K +200 New
SIA
13
Sit Investment Associates
Minnesota
– -$2.81M -170,629 Closed
VKH
14
Virtu KCG Holdings
New York
– -$561K -34,040 Closed
U
15
UBS
Switzerland
– -$22K -1,314 Closed

JPW Hedge Fund Activity: Q1 2014 in Review

12 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Nuveen Flexible Invstment Fd (JPW) for Q1 2014, worth a combined $6.77M — down 12% from $7.67M a quarter earlier.

Fund positioning in JPW was balanced in Q1 2014: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 1 trimmed.

The largest buyer was Mariner Investment Group, adding an estimated $1.06M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $2.81M sold.

  • 12 institutional investors held Nuveen Flexible Invstment Fd (JPW) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $6.77M of Nuveen Flexible Invstment Fd stock for Q1 2014, down 12% quarter-over-quarter.
  • 3 funds opened new Nuveen Flexible Invstment Fd positions in Q1 2014 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen Flexible Invstment Fd buyer in Q1 2014 was Mariner Investment Group, an estimated $1.06M added.
  • The largest Nuveen Flexible Invstment Fd seller in Q1 2014 was Sit Investment Associates, an estimated $2.81M sold.

Based on aggregated 13F filings for Q1 2014.