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Nuveen Credit Strategies Income Fund
JQC

128 hedge funds and large institutions have $425M invested in Nuveen Credit Strategies Income Fund in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $391M → $425M (+$34.4M)

4.34% more ownership

Funds ownership: 33.47% → 37.81% (+4.3%)

2% more funds holding

Funds holding: 125 → 128 (+3)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
40
Reduced
40
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$22.8M
2
UBS Group
UBS Group
Switzerland
+$11.2M
3
FIMG
Financial & Investment Management Group
Michigan
+$11.1M
4
EVM
Eaton Vance Management
Massachusetts
+$7.7M
5
VIA
Vident Investment Advisory
Georgia
+$5M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$8.29M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.01M
3
LCM
Laurion Capital Management
New York
-$4.64M
4
BI
Bramshill Investments
Florida
-$2.55M
5
Morgan Stanley
Morgan Stanley
New York
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
101
Moloney Securities Asset Management
Missouri
$95K – – –
MIC
102
Meridian Investment Counsel
California
$85K – – –
RCAG
103
Rehmann Capital Advisory Group
Michigan
$84K +$4.74K +586 +6%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$81K -$24.1K -2,983 -23%
IWM
105
IHT Wealth Management
Illinois
$71K +$1.21K +150 +2%
APA
106
American Portfolios Advisors
New York
$57.4K +$18.1K +2,240 +45%
ASN
107
Advisory Services Network
Georgia
$57K +$930 +115 +2%
LWA
108
Lenox Wealth Advisors
New York
$48K – – –
WCMNY
109
Westchester Capital Management (New York)
New York
$41K +$41.8K +5,170 New
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$36K -$4.04K -500 -10%
PWM
111
Perigon Wealth Management
California
$34K – – –
APP
112
Avantax Planning Partners
Iowa
$26K +$26.2K +3,242 New
MOS
113
MGO One Seven
Ohio
$21K +$3.15K +390 +18%
ClearBridge Investments
114
ClearBridge Investments
New York
$16K – – –
CPA
115
Clear Perspective Advisors
Illinois
$15K – – –
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$85.2K -10,540 -86%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
US Bancorp
118
US Bancorp
Minnesota
$11K -$8.89K -1,100 -44%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K – – –
GI
120
Gradient Investments
Minnesota
$11K +$65 +8 +0.6%
SEI Investments
121
SEI Investments
Pennsylvania
$8K -$1.13K -140 -12%
IIC
122
Integrated Investment Consultants
Michigan
$8K +$7.92K +979 New
AF
123
Advisornet Financial
Minnesota
$7K – – –
SFG
124
SevenBridge Financial Group
Pennsylvania
$5K – – –
OIA
125
OneDigital Investment Advisors
Kansas
$4K +$73 +9 +2%
2 3 4
5
6

JQC Hedge Fund Activity: Q1 2018 in Review

128 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Credit Strategies Income Fund (JQC) for Q1 2018, worth a combined $425M — up 8.8% from $391M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JQC positions and 18 closed out — a net gain of 3 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $22.8M. The largest seller was Cohen & Steers, cutting an estimated $8.29M.

  • 128 institutional investors held Nuveen Credit Strategies Income Fund (JQC) as of Q1 2018, up from 125 in Q4 2017.
  • Funds reported $425M of Nuveen Credit Strategies Income Fund stock for Q1 2018, up 8.8% quarter-over-quarter.
  • 21 funds opened new Nuveen Credit Strategies Income Fund positions in Q1 2018 and 18 closed out, a net change of +3 holders.
  • The largest Nuveen Credit Strategies Income Fund buyer in Q1 2018 was Saba Capital Management, an estimated $22.8M added.
  • The largest Nuveen Credit Strategies Income Fund seller in Q1 2018 was Cohen & Steers, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2018.