We are live on ! Find out more
JPW

Nuveen Flexible Invstment Fd
JPW

Delisted

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

Back to rankings

15 hedge funds and large institutions have $5.99M invested in Nuveen Flexible Invstment Fd in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

66% more capital invested

Capital invested by funds: $3.61M → $5.99M (+$2.37M)

50% more funds holding

Funds holding: 10 → 15 (+5)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.35M
2
SFS
Shaker Financial Services
Virginia
+$891K
3
CRC
Curi RMB Capital
Illinois
+$422K
4
WAM
Wolverine Asset Management
Illinois
+$298K
5
LCM
Landscape Capital Management
New Jersey
+$204K

Top Sellers

Rank Fund Capital Flow
1
DCM
Dialectic Capital Management
Connecticut
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.11M +$1.35M +84,867 +149%
SFS
2
Shaker Financial Services
Virginia
$830K +$891K +55,911 New
DCM
3
Dialectic Capital Management
Connecticut
$826K -$429K -26,902 -33%
YMRC
4
Yorktown Management & Research Company
Virginia
$621K – – –
CRC
5
Curi RMB Capital
Illinois
$393K +$422K +26,461 New
WAM
6
Wolverine Asset Management
Illinois
$277K +$298K +18,674 New
Wells Fargo
7
Wells Fargo
California
$232K +$159K +10,001 +179%
LCM
8
Landscape Capital Management
New Jersey
$190K +$204K +12,791 New
CAL
9
Capital Advisors Ltd
Ohio
$145K +$156K +9,785 New
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$132K – – –
UBS Group
11
UBS Group
Switzerland
$80K +$70.2K +4,403 +440%
Deutsche Bank
12
Deutsche Bank
Germany
$66K – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$59K +$63.7K +4,000 New
US Bancorp
14
US Bancorp
Minnesota
$27K – – –
Bank of America
15
Bank of America
North Carolina
$1K – – –

JPW Hedge Fund Activity: Q3 2015 in Review

15 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Flexible Invstment Fd (JPW) for Q3 2015, worth a combined $5.99M — up 66% from $3.61M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPW positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.35M. The largest seller was Dialectic Capital Management, cutting an estimated $429K.

  • 15 institutional investors held Nuveen Flexible Invstment Fd (JPW) as of Q3 2015, up from 10 in Q2 2015.
  • Funds reported $5.99M of Nuveen Flexible Invstment Fd stock for Q3 2015, up 66% quarter-over-quarter.
  • 6 funds opened new Nuveen Flexible Invstment Fd positions in Q3 2015 and 0 closed out, a net change of +6 holders.
  • The largest Nuveen Flexible Invstment Fd buyer in Q3 2015 was Morgan Stanley, an estimated $1.35M added.
  • The largest Nuveen Flexible Invstment Fd seller in Q3 2015 was Dialectic Capital Management, an estimated $429K sold.

Based on aggregated 13F filings for Q3 2015.