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Nuveen Credit Strategies Income Fund

101 hedge funds and large institutions have $361M invested in Nuveen Credit Strategies Income Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $334M → $361M (+$27.2M)

1.4% more ownership

Funds ownership: 27.76%29.17% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

6% less funds holding

Funds holding: 107101 (-6)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
2.69%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
14
Increased
32
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$646K -$15.9K -1,780 -2%
DBT
52
Dubuque Bank & Trust
Iowa
$497K +$129K +14,415 +36%
AIG
53
American International Group
New York
$476K -$102K -11,483 -18%
GEM
54
Global Endowment Management
North Carolina
$453K
SS
55
Sunbelt Securities
Texas
$397K -$130K -14,628 -25%
HK
56
Horizon Kinetics
New York
$349K -$27.1K -3,038 -7%
BKA
57
Brick & Kyle Associates
Pennsylvania
$343K
CCM
58
Coe Capital Management
Illinois
$337K
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$334K +$151K +16,900 +85%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$326K +$15.6K +1,746 +5%
VKH
61
Virtu KCG Holdings
New York
$313K +$182K +20,354 +143%
SCM
62
Saba Capital Management
New York
$307K -$3.13M -350,573 -91%
SIA
63
Starfire Investment Advisers
Michigan
$282K +$278K +31,160 New
OC
64
Oppenheimer & Co
New York
$254K +$37.5K +4,200 +18%
CWM
65
Concert Wealth Management
California
$243K +$98 +11 +0%
HCM
66
Hollencrest Capital Management
California
$215K
SMC
67
Smith, Moore & Co
Missouri
$212K -$8.92K -1,000 -4%
AWA
68
Arete Wealth Advisors
Illinois
$190K -$13.2K -1,480 -7%
IT
69
Independence Trust
Tennessee
$188K -$10.9K -1,222 -6%
FAAS
70
First Allied Advisory Services
California
$171K -$9.32K -1,045 -5%
YMRC
71
Yorktown Management & Research Company
Virginia
$154K +$152K +17,000 New
SRC
72
Shufro Rose & Co
New York
$147K +$8.92K +1,000 +7%
IAMOG
73
Investors Asset Management of Georgia
Georgia
$146K -$26.8K -3,000 -16%
CAN
74
Cetera Advisor Networks
California
$136K +$3.03K +340 +2%
EAM
75
Evanson Asset Management
California
$134K

JQC Hedge Fund Activity: Q1 2015 in Review

101 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Credit Strategies Income Fund (JQC) for Q1 2015, worth a combined $361M — up 8.1% from $334M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of JQC and 14 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 32 added.

The largest buyer was Karpus Investment Management, adding an estimated $17.6M. The largest seller was AQR Capital Management, exiting entirely with an estimated $3.69M sold.

  • 101 institutional investors held Nuveen Credit Strategies Income Fund (JQC) as of Q1 2015, down from 107 in Q4 2014.
  • Funds reported $361M of Nuveen Credit Strategies Income Fund stock for Q1 2015, up 8.1% quarter-over-quarter.
  • 14 funds opened new Nuveen Credit Strategies Income Fund positions in Q1 2015 and 20 closed out, a net change of -6 holders.
  • The largest Nuveen Credit Strategies Income Fund buyer in Q1 2015 was Karpus Investment Management, an estimated $17.6M added.
  • The largest Nuveen Credit Strategies Income Fund seller in Q1 2015 was AQR Capital Management, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2015.