Nuveen Flexible Invstment Fd
JPW was delisted on the 9th of June, 2017.
14 hedge funds and large institutions have $9.73M invested in Nuveen Flexible Invstment Fd in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.
9% more capital invested
Capital invested by funds: $8.96M → $9.73M (+$775K)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Dialectic Capital Management
Norwalk,
Connecticut
|
+$1.5M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$493K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$356K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$318K |
| 5 |
Morgan Stanley
New York
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$839K |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$289K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$130K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$66K |
| 5 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
-$54.9K |
JPW Hedge Fund Activity: Q3 2014 in Review
14 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nuveen Flexible Invstment Fd (JPW) for Q3 2014, worth a combined $9.73M — up 8.7% from $8.96M a quarter earlier.
Fund positioning in JPW was balanced in Q3 2014: 4 funds opened new positions, 4 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was Dialectic Capital Management, opening a new position worth an estimated $1.5M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $839K sold.
- 14 institutional investors held Nuveen Flexible Invstment Fd (JPW) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $9.73M of Nuveen Flexible Invstment Fd stock for Q3 2014, up 8.7% quarter-over-quarter.
- 4 funds opened new Nuveen Flexible Invstment Fd positions in Q3 2014 and 4 closed out, a net change of 0 holders.
- The largest Nuveen Flexible Invstment Fd buyer in Q3 2014 was Dialectic Capital Management, an estimated $1.5M added.
- The largest Nuveen Flexible Invstment Fd seller in Q3 2014 was Rivernorth Capital Management, an estimated $839K sold.
Based on aggregated 13F filings for Q3 2014.