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Nuveen Churchill Direct Lending

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

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

63% more funds holding

Funds holding: 2439 (+15)

59% more capital invested

Capital invested by funds: $49.6M → $78.7M (+$29.2M)

3.21% more ownership

Funds ownership: 5.01%8.22% (+3.2%)

Holders
39
Holders Change
+15
Holders Change %
+62.5%
% of All Funds
0.56%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Aprio Wealth Management
Georgia
$272K +$275K +15,615 New
MYIA
27
Mount Yale Investment Advisors
Colorado
$257K +$260K +14,790 New
BBWP
28
Beacon Bridge Wealth Partners
Pennsylvania
$226K +$229K +13,007 New
JSL
29
JT Stratford LLC
Georgia
$178K +$180K +10,248 New
PD
30
Point72 (DIFC)
United Arab Emirates
$133K -$218K -12,393 -62%
Wells Fargo
31
Wells Fargo
California
$121K +$65K +3,695 +114%
UBS Group
32
UBS Group
Switzerland
$95.7K -$387K -21,972 -80%
SS
33
Sunbelt Securities
Texas
$95.5K +$96.6K +5,487 New
CSS
34
Cubist Systematic Strategies
Connecticut
$54.1K -$27.3K -1,550 -33%
JWM
35
Janiczek Wealth Management
Colorado
$35.4K +$34.9K +1,981 New
FFA
36
Farther Finance Advisors
California
$25.4K +$23.4K +1,331 +1,065%
BAM
37
Bellevue Asset Management
Washington
$9.81K +$9.92K +564 New
S
38
SignatureFD
Georgia
$7.05K +$7.13K +405 New
JP Morgan Chase
39
JP Morgan Chase
New York
$644 -$187K -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

NCDL Hedge Fund Activity: Q2 2024 in Review

39 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Nuveen Churchill Direct Lending (NCDL) for Q2 2024, worth a combined $78.7M — up 59% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NCDL positions and 5 closed out — a net gain of 15 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $12.7M. The largest seller was Monashee Investment Management, exiting entirely with an estimated $1.73M sold.

  • 39 institutional investors held Nuveen Churchill Direct Lending (NCDL) as of Q2 2024, up from 24 in Q1 2024.
  • Funds reported $78.7M of Nuveen Churchill Direct Lending stock for Q2 2024, up 59% quarter-over-quarter.
  • 20 funds opened new Nuveen Churchill Direct Lending positions in Q2 2024 and 5 closed out, a net change of +15 holders.
  • The largest Nuveen Churchill Direct Lending buyer in Q2 2024 was Corient Private Wealth, an estimated $12.7M added.
  • The largest Nuveen Churchill Direct Lending seller in Q2 2024 was Monashee Investment Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2024.