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Nuveen Credit Strategies Income Fund

118 hedge funds and large institutions have $370M invested in Nuveen Credit Strategies Income Fund in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

5% more funds holding

Funds holding: 112118 (+6)

2% more capital invested

Capital invested by funds: $364M → $370M (+$6.39M)

1.51% less ownership

Funds ownership: 31.12%29.61% (-1.5%)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
24
Increased
29
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$46M +$16.1M +1,884,002 +57%
RCM
2
Rivernorth Capital Management
Florida
$32M -$3.03M -355,539 -9%
Morgan Stanley
3
Morgan Stanley
New York
$26.4M -$757K -88,812 -3%
PMG
4
Private Management Group
California
$20M +$127K +14,872 +0.7%
RCA
5
Restructuring Capital Associates
Connecticut
$18.1M +$213K +25,000 +1%
Cohen & Steers
6
Cohen & Steers
New York
$17.6M -$959K -112,469 -5%
Invesco
7
Invesco
Georgia
$16.4M -$1.19M -139,925 -7%
HCM
8
Hilton Capital Management
New York
$14.8M
GC
9
Guggenheim Capital
Illinois
$12.5M +$469K +55,033 +4%
Wells Fargo
10
Wells Fargo
California
$12.4M -$1.34M -157,057 -10%
FFA
11
First Foundation Advisors
California
$10.6M +$511K +59,934 +5%
UCFA
12
United Capital Financial Advisors
Texas
$10M +$968K +113,529 +11%
UBS Group
13
UBS Group
Switzerland
$9.63M -$1.94M -227,887 -17%
RVPG
14
Relative Value Partners Group
$8.94M +$7.82M +916,998 +985%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.85M +$152K +17,849 +2%
EVM
16
Eaton Vance Management
Massachusetts
$8.43M
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$7.68M +$3.41M +400,000 +80%
WCMNY
18
Westchester Capital Management (New York)
New York
$5.91M +$5.69M +667,590 New
WMG
19
WESCAP Management Group
California
$5.54M -$261K -30,616 -5%
RJA
20
Raymond James & Associates
Florida
$5.33M -$2.33M -273,446 -31%
Stifel Financial
21
Stifel Financial
Missouri
$5.27M +$1.98M +232,080 +64%
MIG
22
Mariner Investment Group
New York
$4.68M -$2.64M -309,542 -37%
TIM
23
Tortoise Investment Management
New York
$4.49M -$8.04M -943,203 -65%
AAM
24
Advisors Asset Management
Colorado
$4.06M +$1.37M +160,388 +54%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$2.93M

JQC Hedge Fund Activity: Q4 2016 in Review

118 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Credit Strategies Income Fund (JQC) for Q4 2016, worth a combined $370M — up 1.8% from $364M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JQC positions and 15 closed out — a net gain of 9 holders — while 29 added to existing stakes and 42 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $16.1M. The largest seller was Financial & Investment Management Group, cutting an estimated $10.8M.

  • 118 institutional investors held Nuveen Credit Strategies Income Fund (JQC) as of Q4 2016, up from 112 in Q3 2016.
  • Funds reported $370M of Nuveen Credit Strategies Income Fund stock for Q4 2016, up 1.8% quarter-over-quarter.
  • 24 funds opened new Nuveen Credit Strategies Income Fund positions in Q4 2016 and 15 closed out, a net change of +9 holders.
  • The largest Nuveen Credit Strategies Income Fund buyer in Q4 2016 was JP Morgan Chase, an estimated $16.1M added.
  • The largest Nuveen Credit Strategies Income Fund seller in Q4 2016 was Financial & Investment Management Group, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2016.