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NBD

Nuveen Build Am Bond Opp Fd

Delisted

NBD was delisted on the 16th of November, 2018.

26 hedge funds and large institutions have $48.5M invested in Nuveen Build Am Bond Opp Fd in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $41.2M → $48.5M (+$7.26M)

13% less funds holding

Funds holding: 3026 (-4)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
9
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.96M -$62.7K -3,298 -1%
TIM
2
Tortoise Investment Management
New York
$4.87M +$4.36M +229,277 +1,076%
RJA
3
Raymond James & Associates
Florida
$4.52M -$275K -14,492 -6%
OA
4
Oxbow Advisors
Texas
$4.5M +$1.64M +86,105 +59%
KIM
5
Karpus Investment Management
New York
$4.3M +$1.54M +81,234 +58%
SIA
6
Sit Investment Associates
Minnesota
$4.22M -$22.8K -1,200 -0.5%
RCM
7
Rivernorth Capital Management
Florida
$4.13M
1CP
8
1607 Capital Partners
Virginia
$4.1M +$1.81M +95,100 +82%
Morgan Stanley
9
Morgan Stanley
New York
$2.33M -$1.5M -78,893 -40%
Invesco
10
Invesco
Georgia
$1.65M +$698K +36,739 +77%
U
11
UBS
Switzerland
$1.26M +$18.6K +981 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.25M -$34.5K -1,815 -3%
HS
13
HighVista Strategies
Massachusetts
$911K +$890K +46,863 New
Bank of America
14
Bank of America
North Carolina
$616K -$537K -28,272 -47%
LPL Financial
15
LPL Financial
California
$538K -$63.6K -3,348 -11%
FFA
16
First Foundation Advisors
California
$538K +$50.7K +2,666 +11%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$501K +$6.69K +352 +1%
AQR Capital Management
18
AQR Capital Management
Connecticut
$475K +$160K +8,401 +52%
Goldman Sachs
19
Goldman Sachs
New York
$422K -$722 -38 -0.2%
CA
20
Cornerstone Advisors
North Carolina
$358K -$604K -31,796 -63%
V
21
Veritable
Delaware
$350K -$528K -27,761 -61%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$344K
PAG
23
Private Advisor Group
New Jersey
$221K +$321K +16,916 New
OIA
24
Optimum Investment Advisors
Illinois
$51K
Citigroup
25
Citigroup
New York
$40K +$39K +2,055 New

NBD Hedge Fund Activity: Q4 2013 in Review

26 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nuveen Build Am Bond Opp Fd (NBD) for Q4 2013, worth a combined $48.5M — up 18% from $41.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NBD and 3 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Tortoise Investment Management, adding an estimated $4.36M. The largest seller was Morgan Stanley, cutting an estimated $1.5M.

  • 26 institutional investors held Nuveen Build Am Bond Opp Fd (NBD) as of Q4 2013, down from 30 in Q3 2013.
  • Funds reported $48.5M of Nuveen Build Am Bond Opp Fd stock for Q4 2013, up 18% quarter-over-quarter.
  • 3 funds opened new Nuveen Build Am Bond Opp Fd positions in Q4 2013 and 7 closed out, a net change of -4 holders.
  • The largest Nuveen Build Am Bond Opp Fd buyer in Q4 2013 was Tortoise Investment Management, an estimated $4.36M added.
  • The largest Nuveen Build Am Bond Opp Fd seller in Q4 2013 was Morgan Stanley, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2013.