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Nuveen Churchill Direct Lending
NCDL

Overview Fund Activity

39 hedge funds and large institutions have $78.7M invested in Nuveen Churchill Direct Lending in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+15
Holders Change %
+62.5%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
13
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$12.6M
2
Stifel Financial
Stifel Financial
Missouri
+$9.37M
3
AM
Ares Management
California
+$1.3M
4
OWA
Opal Wealth Advisors
New York
+$1.19M
5
SCA
Snowden Capital Advisors
New York
+$1.13M

Top Sellers

1
MIM
Monashee Investment Management
Massachusetts
-$1.73M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.05M
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$735K
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$542K
5
UBS Group
UBS Group
Switzerland
-$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Aprio Wealth Management
Georgia
$272K +$272K +15,615 New
MYIA
27
Mount Yale Investment Advisors
Colorado
$257K +$257K +14,790 New
BBWP
28
Beacon Bridge Wealth Partners
Pennsylvania
$226K +$226K +13,007 New
JSL
29
JT Stratford LLC
Georgia
$178K +$178K +10,248 New
PD
30
Point72 (DIFC)
United Arab Emirates
$133K -$216K -12,393 -62%
Wells Fargo
31
Wells Fargo
California
$121K +$64.3K +3,695 +114%
UBS Group
32
UBS Group
Switzerland
$95.7K -$382K -21,972 -80%
SS
33
Sunbelt Securities
Texas
$95.5K +$95.5K +5,487 New
CSS
34
Cubist Systematic Strategies
Connecticut
$54.1K -$27K -1,550 -33%
JWM
35
Janiczek Wealth Management
Colorado
$35.4K +$35.4K +1,981 New
FFA
36
Farther Finance Advisors
California
$25.4K +$23.2K +1,331 +1,065%
BAM
37
Bellevue Asset Management
Washington
$9.81K +$9.81K +564 New
S
38
SignatureFD
Georgia
$7.05K +$7.05K +405 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$644 -$185K -10,655 -100%
MIM
40
Monashee Investment Management
Massachusetts
– -$1.73M -95,963 Closed
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
– -$1.05M -58,148 Closed
Capstone Investment Advisors
42
Capstone Investment Advisors
New York
– -$735K -40,670 Closed
Teacher Retirement System of Texas
43
Teacher Retirement System of Texas
Texas
– -$542K -30,000 Closed
TRCT
44
Tower Research Capital (TRC)
New York
– -$7.24K -401 Closed
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