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JPW

Nuveen Flexible Invstment Fd
JPW

Delisted

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

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17 hedge funds and large institutions have $6.6M invested in Nuveen Flexible Invstment Fd in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

13% more funds holding

Funds holding: 15 → 17 (+2)

10% more capital invested

Capital invested by funds: $5.99M → $6.6M (+$616K)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.66M
2
WAM
Wolverine Asset Management
Illinois
+$393K
3
LPL Financial
LPL Financial
California
+$214K
4
LCM
Landscape Capital Management
New Jersey
+$81.3K
5
Bank of America
Bank of America
North Carolina
+$37.8K

Top Sellers

Rank Fund Capital Flow
1
DCM
Dialectic Capital Management
Connecticut
-$826K
2
Morgan Stanley
Morgan Stanley
New York
-$794K
3
CRC
Curi RMB Capital
Illinois
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$2.43M +$1.66M +109,823 +196%
Morgan Stanley
2
Morgan Stanley
New York
$1.31M -$794K -52,478 -37%
WAM
3
Wolverine Asset Management
Illinois
$654K +$393K +25,953 +139%
YMRC
4
Yorktown Management & Research Company
Virginia
$613K – – –
CRC
5
Curi RMB Capital
Illinois
$272K -$120K -7,948 -30%
LCM
6
Landscape Capital Management
New Jersey
$266K +$81.3K +5,369 +42%
Wells Fargo
7
Wells Fargo
California
$239K +$10.6K +701 +4%
LPL Financial
8
LPL Financial
California
$210K +$214K +14,112 New
CAL
9
Capital Advisors Ltd
Ohio
$144K – – –
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$130K – – –
UBS Group
11
UBS Group
Switzerland
$92K +$12.8K +843 +16%
Deutsche Bank
12
Deutsche Bank
Germany
$66K – – –
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$59K – – –
Bank of America
14
Bank of America
North Carolina
$38K +$37.8K +2,500 +4,167%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$32K +$33.3K +2,200 New
US Bancorp
16
US Bancorp
Minnesota
$26K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$18K +$19.1K +1,260 New
DCM
18
Dialectic Capital Management
Connecticut
– -$826K -55,656 Closed

JPW Hedge Fund Activity: Q4 2015 in Review

17 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Flexible Invstment Fd (JPW) for Q4 2015, worth a combined $6.6M — up 10% from $5.99M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JPW positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.66M. The largest seller was Dialectic Capital Management, exiting entirely with an estimated $826K sold.

  • 17 institutional investors held Nuveen Flexible Invstment Fd (JPW) as of Q4 2015, up from 15 in Q3 2015.
  • Funds reported $6.6M of Nuveen Flexible Invstment Fd stock for Q4 2015, up 10% quarter-over-quarter.
  • 3 funds opened new Nuveen Flexible Invstment Fd positions in Q4 2015 and 1 closed out, a net change of +2 holders.
  • The largest Nuveen Flexible Invstment Fd buyer in Q4 2015 was Shaker Financial Services, an estimated $1.66M added.
  • The largest Nuveen Flexible Invstment Fd seller in Q4 2015 was Dialectic Capital Management, an estimated $826K sold.

Based on aggregated 13F filings for Q4 2015.