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NHA

Nuveen Municipal 2021 Target Term Fund

Delisted

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

20 hedge funds and large institutions have $17.5M invested in Nuveen Municipal 2021 Target Term Fund in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

18% more funds holding

Funds holding: 1720 (+3)

12% more capital invested

Capital invested by funds: $15.6M → $17.5M (+$1.82M)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$5.4M +$1.27M +134,218 +31%
Bank of America
2
Bank of America
North Carolina
$2.71M +$25.6K +2,702 +1%
Morgan Stanley
3
Morgan Stanley
New York
$1.78M -$39.9K -4,211 -2%
Wells Fargo
4
Wells Fargo
California
$1.57M -$83.9K -8,858 -5%
First Trust Advisors
5
First Trust Advisors
Illinois
$1.12M -$46.7K -4,928 -4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.08M +$187K +19,750 +21%
SWP
7
Stratos Wealth Partners
Ohio
$1.03M +$272K +28,750 +36%
MIG
8
Mariner Investment Group
New York
$665K -$234K -24,683 -26%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$339K
LPL Financial
10
LPL Financial
California
$315K +$180 +19 +0.1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$292K -$14K -1,482 -5%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$286K +$286K +30,229 New
Stifel Financial
13
Stifel Financial
Missouri
$220K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$203K +$360 +38 +0.2%
DWM
15
Dakota Wealth Management
Florida
$194K +$195K +20,581 New
LFR
16
Lehman Financial Resources
Pennsylvania
$98K
AG
17
Advisor Group
Arizona
$95K +$94.7K +10,000 New
UBS Group
18
UBS Group
Switzerland
$36K +$28K +2,959 +335%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$21K +$21K +2,215 New
PGWM
20
Parisi Gray Wealth Management
New Jersey
$3K
SEI Investments
21
SEI Investments
Pennsylvania
-$82K -8,724 Closed

NHA Hedge Fund Activity: Q3 2018 in Review

20 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal 2021 Target Term Fund (NHA) for Q3 2018, worth a combined $17.5M — up 12% from $15.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NHA positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.27M. The largest seller was Mariner Investment Group, cutting an estimated $234K.

  • 20 institutional investors held Nuveen Municipal 2021 Target Term Fund (NHA) as of Q3 2018, up from 17 in Q2 2018.
  • Funds reported $17.5M of Nuveen Municipal 2021 Target Term Fund stock for Q3 2018, up 12% quarter-over-quarter.
  • 4 funds opened new Nuveen Municipal 2021 Target Term Fund positions in Q3 2018 and 1 closed out, a net change of +3 holders.
  • The largest Nuveen Municipal 2021 Target Term Fund buyer in Q3 2018 was Karpus Investment Management, an estimated $1.27M added.
  • The largest Nuveen Municipal 2021 Target Term Fund seller in Q3 2018 was Mariner Investment Group, an estimated $234K sold.

Based on aggregated 13F filings for Q3 2018.