Nuveen Flexible Invstment Fd
JPW was delisted on the 9th of June, 2017.
18 hedge funds and large institutions have $10.1M invested in Nuveen Flexible Invstment Fd in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
60% more capital invested
Capital invested by funds: $6.28M → $10.1M (+$3.79M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
6% more funds holding
Funds holding: 17 → 18 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.56M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.01M |
| 3 |
Citigroup
New York
|
+$424K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$311K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$576K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$224K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$74K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$38.8K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$30K |
JPW Hedge Fund Activity: Q1 2017 in Review
18 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Flexible Invstment Fd (JPW) for Q1 2017, worth a combined $10.1M — up 60% from $6.28M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPW positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $2.56M. The largest seller was Morgan Stanley, cutting an estimated $576K.
- 18 institutional investors held Nuveen Flexible Invstment Fd (JPW) as of Q1 2017, up from 17 in Q4 2016.
- Funds reported $10.1M of Nuveen Flexible Invstment Fd stock for Q1 2017, up 60% quarter-over-quarter.
- 3 funds opened new Nuveen Flexible Invstment Fd positions in Q1 2017 and 2 closed out, a net change of +1 holder.
- The largest Nuveen Flexible Invstment Fd buyer in Q1 2017 was Private Advisor Group, an estimated $2.56M added.
- The largest Nuveen Flexible Invstment Fd seller in Q1 2017 was Morgan Stanley, an estimated $576K sold.
Based on aggregated 13F filings for Q1 2017.