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NBD

Nuveen Build Am Bond Opp Fd

Delisted

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

22 hedge funds and large institutions have $55.6M invested in Nuveen Build Am Bond Opp Fd in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

4% more capital invested

Capital invested by funds: $53.6M → $55.6M (+$1.97M)

0% more funds holding

Funds holding: 2222 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Tortoise Investment Management
New York
$20.7M -$16.6K -747 -0.1%
SIA
2
Sit Investment Associates
Minnesota
$17.1M +$449K +20,235 +3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$5.17M +$44.3K +1,996 +0.9%
Bank of America
4
Bank of America
North Carolina
$2.39M +$359K +16,174 +18%
HK
5
Horizon Kinetics
New York
$2.24M +$518K +23,357 +30%
UBS Group
6
UBS Group
Switzerland
$1.87M +$96.1K +4,334 +5%
Invesco
7
Invesco
Georgia
$1.2M -$270K -12,170 -18%
Morgan Stanley
8
Morgan Stanley
New York
$924K -$92.3K -4,162 -9%
Wells Fargo
9
Wells Fargo
California
$744K -$100K -4,508 -12%
IA
10
Icon Advisers
Colorado
$588K +$592K +26,697 New
FMTCOCP
11
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$485K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$450K -$161K -7,279 -26%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$427K +$421 +19 +0.1%
OIA
14
Optimum Investment Advisors
Illinois
$410K +$2.86K +129 +0.7%
RJA
15
Raymond James & Associates
Florida
$372K +$69.3K +3,124 +23%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$272K -$12.6K -570 -4%
PCP
17
Proficio Capital Partners
Massachusetts
$100K
AG
18
Advisor Group
Arizona
$88K
FPS
19
Fieldpoint Private Securities
Connecticut
$29K
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$7K +$6.65K +300 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.21K +280 New
HWP
22
Hefty Wealth Partners
Indiana
$3K +$2.77K +125 New
ACI
23
Alpha Cubed Investments
California
-$334K -15,503 Closed
FFA
24
First Foundation Advisors
California
-$246K -11,433 Closed
SG Americas Securities
25
SG Americas Securities
New York
-$137K -6,360 Closed

NBD Hedge Fund Activity: Q3 2017 in Review

22 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Nuveen Build Am Bond Opp Fd (NBD) for Q3 2017, worth a combined $55.6M — up 3.7% from $53.6M a quarter earlier.

Fund positioning in NBD was balanced in Q3 2017: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was Icon Advisers, opening a new position worth an estimated $592K. The largest seller was Alpha Cubed Investments, exiting entirely with an estimated $334K sold.

  • 22 institutional investors held Nuveen Build Am Bond Opp Fd (NBD) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $55.6M of Nuveen Build Am Bond Opp Fd stock for Q3 2017, up 3.7% quarter-over-quarter.
  • 4 funds opened new Nuveen Build Am Bond Opp Fd positions in Q3 2017 and 4 closed out, a net change of 0 holders.
  • The largest Nuveen Build Am Bond Opp Fd buyer in Q3 2017 was Icon Advisers, an estimated $592K added.
  • The largest Nuveen Build Am Bond Opp Fd seller in Q3 2017 was Alpha Cubed Investments, an estimated $334K sold.

Based on aggregated 13F filings for Q3 2017.