Nuveen Flexible Invstment Fd
JPW was delisted on the 9th of June, 2017.
13 hedge funds and large institutions have $7.8M invested in Nuveen Flexible Invstment Fd in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
7% less funds holding
Funds holding: 14 → 13 (-1)
20% less capital invested
Capital invested by funds: $9.73M → $7.8M (-$1.94M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$555K |
| 2 |
Morgan Stanley
New York
|
+$141K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$31K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$25.9K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$19.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$944K |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$472K |
| 3 |
AWA
ARS Wealth Advisors
St. Petersburg,
Florida
|
-$210K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$130K |
| 5 |
DFIM
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
-$111K |
JPW Hedge Fund Activity: Q4 2014 in Review
13 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Nuveen Flexible Invstment Fd (JPW) for Q4 2014, worth a combined $7.8M — down 20% from $9.73M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPW positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $555K. The largest seller was Mariner Investment Group, cutting an estimated $944K.
- 13 institutional investors held Nuveen Flexible Invstment Fd (JPW) as of Q4 2014, down from 14 in Q3 2014.
- Funds reported $7.8M of Nuveen Flexible Invstment Fd stock for Q4 2014, down 20% quarter-over-quarter.
- 3 funds opened new Nuveen Flexible Invstment Fd positions in Q4 2014 and 2 closed out, a net change of +1 holder.
- The largest Nuveen Flexible Invstment Fd buyer in Q4 2014 was Shaker Financial Services, an estimated $555K added.
- The largest Nuveen Flexible Invstment Fd seller in Q4 2014 was Mariner Investment Group, an estimated $944K sold.
Based on aggregated 13F filings for Q4 2014.