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NBD

Nuveen Build Am Bond Opp Fd

Delisted

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

21 hedge funds and large institutions have $59.6M invested in Nuveen Build Am Bond Opp Fd in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

0% more capital invested

Capital invested by funds: $59.4M → $59.6M (+$167K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 2221 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
10
Reduced
6
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
$21.8M +$788K +35,605 +4%
SIA
2
Sit Investment Associates
Minnesota
$17.1M +$46.3K +2,092 +0.3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$5.29M +$99.2K +4,479 +2%
HK
4
Horizon Kinetics
New York
$2.87M -$12.2K -551 -0.4%
RJA
5
Raymond James & Associates
Florida
$2.58M +$732K +33,056 +40%
Bank of America
6
Bank of America
North Carolina
$2.49M +$4.76K +215 +0.2%
UBS Group
7
UBS Group
Switzerland
$1.87M -$56.6K -2,557 -3%
Morgan Stanley
8
Morgan Stanley
New York
$1.17M +$100K +4,522 +9%
IA
9
Icon Advisers
Colorado
$869K +$873K +39,412 New
Wells Fargo
10
Wells Fargo
California
$729K -$18.7K -844 -2%
KIM
11
Karpus Investment Management
New York
$619K +$345K +15,567 +125%
FMTCOCP
12
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$485K
OIA
13
Optimum Investment Advisors
Illinois
$433K +$664 +30 +0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$428K +$288 +13 +0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$385K -$50.2K -2,269 -11%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$288K +$266 +12 +0.1%
AG
17
Advisor Group
Arizona
$77K -$11.1K -500 -13%
SWP
18
Stratos Wealth Partners
Ohio
$69K -$32.1K -1,450 -32%
FPS
19
Fieldpoint Private Securities
Connecticut
$29K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$6K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.97K +89 New
TA
22
Townsend & Associates
Colorado
-$69K -2,983 Closed
PCP
23
Proficio Capital Partners
Massachusetts
-$10K -447 Closed
HWP
24
Hefty Wealth Partners
Indiana
-$3K -125 Closed

NBD Hedge Fund Activity: Q1 2018 in Review

21 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen Build Am Bond Opp Fd (NBD) for Q1 2018, worth a combined $59.6M — up 0.28% from $59.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NBD and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.

The largest buyer was Icon Advisers, opening a new position worth an estimated $873K. The largest seller was Townsend & Associates, exiting entirely with an estimated $69K sold.

  • 21 institutional investors held Nuveen Build Am Bond Opp Fd (NBD) as of Q1 2018, down from 22 in Q4 2017.
  • Funds reported $59.6M of Nuveen Build Am Bond Opp Fd stock for Q1 2018, up 0.28% quarter-over-quarter.
  • 2 funds opened new Nuveen Build Am Bond Opp Fd positions in Q1 2018 and 3 closed out, a net change of -1 holder.
  • The largest Nuveen Build Am Bond Opp Fd buyer in Q1 2018 was Icon Advisers, an estimated $873K added.
  • The largest Nuveen Build Am Bond Opp Fd seller in Q1 2018 was Townsend & Associates, an estimated $69K sold.

Based on aggregated 13F filings for Q1 2018.