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Nuveen Churchill Direct Lending
NCDL

24 hedge funds and large institutions have $49.6M invested in Nuveen Churchill Direct Lending in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5.01% more ownership

Funds ownership: 0% → 5.01% (+5%)

Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$28.9M
2
CCM
Callodine Capital Management
Massachusetts
+$4.27M
3
CIM
Confluence Investment Management
Missouri
+$1.79M
4
MIM
Monashee Investment Management
Massachusetts
+$1.67M
5
MFG
Merit Financial Group
Georgia
+$1.44M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
N
1
Nuveen
North Carolina
$30M +$28.9M +1,662,050 New
CCM
2
Callodine Capital Management
Massachusetts
$4.44M +$4.27M +245,669 New
CIM
3
Confluence Investment Management
Missouri
$1.86M +$1.79M +103,017 New
MIM
4
Monashee Investment Management
Massachusetts
$1.73M +$1.67M +95,963 New
Morgan Stanley
5
Morgan Stanley
New York
$1.48M +$1.43M +82,136 New
MFG
6
Merit Financial Group
Georgia
$1.45M +$1.44M +82,772 New
Millennium Management
7
Millennium Management
New York
$1.33M +$1.28M +73,656 New
Marshall Wace
8
Marshall Wace
United Kingdom
$1.25M +$1.2M +68,974 New
AM
9
Ares Management
California
$1.06M +$1.01M +58,448 New
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$1.05M +$1.01M +58,148 New
Capstone Investment Advisors
11
Capstone Investment Advisors
New York
$735K +$706K +40,670 New
Teacher Retirement System of Texas
12
Teacher Retirement System of Texas
Texas
$542K +$521K +30,000 New
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$506K +$486K +27,995 New
UBS Group
14
UBS Group
Switzerland
$496K +$477K +27,472 New
PD
15
Point72 (DIFC)
United Arab Emirates
$362K +$348K +20,033 New
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$317K +$305K +17,579 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$314K +$302K +17,386 New
Citadel Advisors
18
Citadel Advisors
Florida
$211K +$203K +11,688 New
JP Morgan Chase
19
JP Morgan Chase
New York
$193K +$186K +10,692 New
Bank of America
20
Bank of America
North Carolina
$90.3K +$86.8K +5,000 New
CSS
21
Cubist Systematic Strategies
Connecticut
$84.2K +$80.9K +4,661 New
Wells Fargo
22
Wells Fargo
California
$58.7K +$56.4K +3,250 New
TRCT
23
Tower Research Capital (TRC)
New York
$7.24K +$6.96K +401 New
FFA
24
Farther Finance Advisors
California
$2.23K +$2.17K +125 New

NCDL Hedge Fund Activity: Q1 2024 in Review

24 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Nuveen Churchill Direct Lending (NCDL) for Q1 2024, worth a combined $49.6M.

Buyers outnumbered sellers: 24 funds opened new NCDL positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $28.9M.

  • 24 institutional investors held Nuveen Churchill Direct Lending (NCDL) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $49.6M of Nuveen Churchill Direct Lending stock for Q1 2024.
  • 24 funds opened new Nuveen Churchill Direct Lending positions in Q1 2024 and 0 closed out, a net change of +24 holders.
  • The largest Nuveen Churchill Direct Lending buyer in Q1 2024 was Nuveen, an estimated $28.9M added.

Based on aggregated 13F filings for Q1 2024.