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Nuveen Credit Strategies Income Fund
JQC

110 hedge funds and large institutions have $378M invested in Nuveen Credit Strategies Income Fund in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

6% more capital invested

Capital invested by funds: $356M → $378M (+$21.9M)

3% more funds holding

Funds holding: 107 → 110 (+3)

2.11% more ownership

Funds ownership: 28.83% → 30.94% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
2.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
17
Increased
31
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$8.31M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.69M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$3.08M
4
PPA
Parametric Portfolio Associates
Washington
+$2.11M
5
Cohen & Steers
Cohen & Steers
New York
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.68M
2
WCMNY
Westchester Capital Management (New York)
New York
-$4.94M
3
WMG
WESCAP Management Group
California
-$3.83M
4
GC
Guggenheim Capital
Illinois
-$3.39M
5
RCM
Rivernorth Capital Management
Florida
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
AE Wealth Management
Kansas
$534K +$541K +62,006 New
CSA
52
Cottage Street Advisors
Massachusetts
$470K – – –
Mariner
53
Mariner
Kansas
$467K +$26.4K +3,023 +6%
OFG
54
OTA Financial Group
New York
$461K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$449K +$2.17K +249 +0.5%
MIG
56
Mariner Investment Group
New York
$443K -$393K -45,090 -47%
PAG
57
Private Advisor Group
New Jersey
$395K -$872 -100 -0.2%
AA
58
Ancora Advisors
Ohio
$341K – – –
TC
59
Telemus Capital
Michigan
$329K -$52.6K -6,025 -14%
SFM
60
Signet Financial Management
New Jersey
$327K – – –
IPC
61
Independent Portfolio Consultants
Florida
$312K -$38.1K -4,370 -11%
CCM
62
Coe Capital Management
Illinois
$310K – – –
BTS
63
BB&T Securities
Virginia
$301K +$105K +11,982 +52%
BKA
64
Brick & Kyle Associates
Pennsylvania
$287K – – –
GWM
65
Geneos Wealth Management
Colorado
$278K – – –
TIM
66
Tortoise Investment Management
New York
$276K -$547K -62,700 -66%
IA
67
IFP Advisors
Florida
$273K +$48.9K +5,610 +21%
ASN
68
Advisory Services Network
Georgia
$258K +$3.41K +391 +1%
IFWM
69
Institute for Wealth Management
Colorado
$255K +$256K +29,371 New
MGAM
70
McGowan Group Asset Management
Texas
$249K -$3.16K -362 -1%
FG
71
Fiduciary Group
Georgia
$245K +$40.1K +4,600 +19%
WAM
72
Wolverine Asset Management
Illinois
$243K +$246K +28,241 New
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$221K +$52K +5,957 +30%
FT
74
Fiduciary Trust
Massachusetts
$214K – – –
HFS
75
HL Financial Services
Kentucky
$199K +$202K +23,130 New
1 2
3
4 5

JQC Hedge Fund Activity: Q2 2017 in Review

110 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Credit Strategies Income Fund (JQC) for Q2 2017, worth a combined $378M — up 6.1% from $356M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JQC positions and 13 closed out — a net gain of 4 holders — while 31 added to existing stakes and 35 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $8.31M. The largest seller was Morgan Stanley, cutting an estimated $9.68M.

  • 110 institutional investors held Nuveen Credit Strategies Income Fund (JQC) as of Q2 2017, up from 107 in Q1 2017.
  • Funds reported $378M of Nuveen Credit Strategies Income Fund stock for Q2 2017, up 6.1% quarter-over-quarter.
  • 17 funds opened new Nuveen Credit Strategies Income Fund positions in Q2 2017 and 13 closed out, a net change of +4 holders.
  • The largest Nuveen Credit Strategies Income Fund buyer in Q2 2017 was Eaton Vance Management, an estimated $8.31M added.
  • The largest Nuveen Credit Strategies Income Fund seller in Q2 2017 was Morgan Stanley, an estimated $9.68M sold.

Based on aggregated 13F filings for Q2 2017.