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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 $59.4M invested in Nuveen Build Am Bond Opp Fd in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

7% more capital invested

Capital invested by funds: $55.6M → $59.4M (+$3.89M)

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: 3 | Existing positions closed: 3

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
11
Reduced
3
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
$22M +$296K +13,114 +1%
SIA
2
Sit Investment Associates
Minnesota
$17.8M -$32.8K -1,455 -0.2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$5.43M +$20.5K +907 +0.4%
HK
4
Horizon Kinetics
New York
$3.02M +$658K +29,143 +29%
Bank of America
5
Bank of America
North Carolina
$2.6M +$100K +4,438 +4%
UBS Group
6
UBS Group
Switzerland
$2.01M +$56.6K +2,508 +3%
RJA
7
Raymond James & Associates
Florida
$1.93M +$1.51M +66,771 +395%
Morgan Stanley
8
Morgan Stanley
New York
$1.11M +$142K +6,275 +15%
Wells Fargo
9
Wells Fargo
California
$781K +$3.32K +147 +0.4%
FMTCOCP
10
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$507K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$455K -$15.4K -683 -3%
OIA
12
Optimum Investment Advisors
Illinois
$452K +$23.2K +1,029 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$448K +$564 +25 +0.1%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$301K +$16.3K +723 +6%
KIM
15
Karpus Investment Management
New York
$288K +$281K +12,475 New
SWP
16
Stratos Wealth Partners
Ohio
$106K +$104K +4,600 New
AG
17
Advisor Group
Arizona
$92K
TA
18
Townsend & Associates
Colorado
$69K +$67.3K +2,983 New
FPS
19
Fieldpoint Private Securities
Connecticut
$30K
PCP
20
Proficio Capital Partners
Massachusetts
$10K -$92.5K -4,100 -90%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$6K
HWP
22
Hefty Wealth Partners
Indiana
$3K
Invesco
23
Invesco
Georgia
-$1.2M -54,618 Closed
IA
24
Icon Advisers
Colorado
-$588K -26,697 Closed
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
-$7K -300 Closed

NBD Hedge Fund Activity: Q4 2017 in Review

22 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Nuveen Build Am Bond Opp Fd (NBD) for Q4 2017, worth a combined $59.4M — up 7% from $55.6M a quarter earlier.

Fund positioning in NBD was balanced in Q4 2017: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.51M. The largest seller was Invesco, exiting entirely with an estimated $1.2M sold.

  • 22 institutional investors held Nuveen Build Am Bond Opp Fd (NBD) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $59.4M of Nuveen Build Am Bond Opp Fd stock for Q4 2017, up 7% quarter-over-quarter.
  • 3 funds opened new Nuveen Build Am Bond Opp Fd positions in Q4 2017 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen Build Am Bond Opp Fd buyer in Q4 2017 was Raymond James & Associates, an estimated $1.51M added.
  • The largest Nuveen Build Am Bond Opp Fd seller in Q4 2017 was Invesco, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2017.