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NHA

Nuveen Municipal 2021 Target Term Fund

Delisted

NHA was delisted on the 23rd of February, 2021.

18 hedge funds and large institutions have $15.1M invested in Nuveen Municipal 2021 Target Term Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

81% more capital invested

Capital invested by funds: $8.38M → $15.1M (+$6.75M)

50% more funds holding

Funds holding: 1218 (+6)

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$3.6M +$3.7M +381,788 New
Bank of America
2
Bank of America
North Carolina
$2.49M +$580K +59,871 +29%
Morgan Stanley
3
Morgan Stanley
New York
$2.43M +$75.5K +7,798 +3%
MIG
4
Mariner Investment Group
New York
$1.51M +$1.55M +160,520 New
Wells Fargo
5
Wells Fargo
California
$1.24M +$194K +20,013 +18%
First Trust Advisors
6
First Trust Advisors
Illinois
$1.04M +$162K +16,768 +18%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$890K +$912K +94,152 New
SWP
8
Stratos Wealth Partners
Ohio
$491K +$124K +12,760 +33%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$322K -$219K -22,600 -40%
LPL Financial
10
LPL Financial
California
$289K +$34.3K +3,539 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$195K +$200K +20,615 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$169K +$173K +17,870 New
TSS
13
Two Sigma Securities
New York
$155K +$159K +16,458 New
Citadel Advisors
14
Citadel Advisors
Florida
$135K +$138K +14,293 New
AFA
15
Aurora Financial Advisors
Massachusetts
$94K +$96.8K +10,000 New
UBS Group
16
UBS Group
Switzerland
$48K +$13.5K +1,398 +38%
SEI Investments
17
SEI Investments
Pennsylvania
$10K +$10.7K +1,110 New
PGWM
18
Parisi Gray Wealth Management
New Jersey
$3K +$2.9K +300 New
IA
19
IFP Advisors
Florida
-$199K -20,000 Closed
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
-$142K -14,240 Closed
Comerica Bank
21
Comerica Bank
Texas
-$123K -12,500 Closed
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
-$99K -10,000 Closed

NHA Hedge Fund Activity: Q4 2017 in Review

18 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal 2021 Target Term Fund (NHA) for Q4 2017, worth a combined $15.1M — up 81% from $8.38M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NHA positions and 4 closed out — a net gain of 6 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $3.7M. The largest seller was Janney Montgomery Scott, cutting an estimated $219K.

  • 18 institutional investors held Nuveen Municipal 2021 Target Term Fund (NHA) as of Q4 2017, up from 12 in Q3 2017.
  • Funds reported $15.1M of Nuveen Municipal 2021 Target Term Fund stock for Q4 2017, up 81% quarter-over-quarter.
  • 10 funds opened new Nuveen Municipal 2021 Target Term Fund positions in Q4 2017 and 4 closed out, a net change of +6 holders.
  • The largest Nuveen Municipal 2021 Target Term Fund buyer in Q4 2017 was Karpus Investment Management, an estimated $3.7M added.
  • The largest Nuveen Municipal 2021 Target Term Fund seller in Q4 2017 was Janney Montgomery Scott, an estimated $219K sold.

Based on aggregated 13F filings for Q4 2017.