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NBD

Nuveen Build Am Bond Opp Fd

Delisted

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

27 hedge funds and large institutions have $56.3M invested in Nuveen Build Am Bond Opp Fd in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $48.5M → $56.3M (+$7.85M)

4% more funds holding

Funds holding: 2627 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
8
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Tortoise Investment Management
New York
$8.56M +$3.36M +166,842 +67%
Wells Fargo
2
Wells Fargo
California
$6.16M -$129K -6,402 -2%
SIA
3
Sit Investment Associates
Minnesota
$5.67M +$1.2M +59,500 +27%
1CP
4
1607 Capital Partners
Virginia
$4.79M +$461K +22,900 +11%
OA
5
Oxbow Advisors
Texas
$4.74M -$6.39K -317 -0.1%
RJA
6
Raymond James & Associates
Florida
$4.65M -$116K -5,777 -2%
RCM
7
Rivernorth Capital Management
Florida
$4.36M
KIM
8
Karpus Investment Management
New York
$4.3M -$230K -11,423 -5%
Morgan Stanley
9
Morgan Stanley
New York
$2.42M -$34.3K -1,702 -1%
Invesco
10
Invesco
Georgia
$2.32M +$571K +28,320 +33%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.29M -$35.7K -1,773 -3%
U
12
UBS
Switzerland
$1.16M -$165K -8,191 -13%
PAG
13
Private Advisor Group
New Jersey
$1.14M +$782K +38,809 +229%
HS
14
HighVista Strategies
Massachusetts
$989K
Bank of America
15
Bank of America
North Carolina
$596K -$53.2K -2,640 -8%
LPL Financial
16
LPL Financial
California
$585K +$16.8K +834 +3%
FFA
17
First Foundation Advisors
California
$568K
Goldman Sachs
18
Goldman Sachs
New York
$454K +$9.35K +464 +2%
V
19
Veritable
Delaware
$370K +$262 +13 +0.1%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$363K -$162K -8,052 -31%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$363K
LCM
22
Landscape Capital Management
New Jersey
$201K +$198K +9,813 New
AllianceBernstein
23
AllianceBernstein
Tennessee
$133K +$131K +6,512 New
OIA
24
Optimum Investment Advisors
Illinois
$53K
TRCT
25
Tower Research Capital (TRC)
New York
$31K -$1.69K -84 -5%

NBD Hedge Fund Activity: Q1 2014 in Review

27 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Nuveen Build Am Bond Opp Fd (NBD) for Q1 2014, worth a combined $56.3M — up 16% from $48.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NBD positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Tortoise Investment Management, adding an estimated $3.36M. The largest seller was AQR Capital Management, exiting entirely with an estimated $475K sold.

  • 27 institutional investors held Nuveen Build Am Bond Opp Fd (NBD) as of Q1 2014, up from 26 in Q4 2013.
  • Funds reported $56.3M of Nuveen Build Am Bond Opp Fd stock for Q1 2014, up 16% quarter-over-quarter.
  • 4 funds opened new Nuveen Build Am Bond Opp Fd positions in Q1 2014 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Build Am Bond Opp Fd buyer in Q1 2014 was Tortoise Investment Management, an estimated $3.36M added.
  • The largest Nuveen Build Am Bond Opp Fd seller in Q1 2014 was AQR Capital Management, an estimated $475K sold.

Based on aggregated 13F filings for Q1 2014.