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NHA

Nuveen Municipal 2021 Target Term Fund

Delisted

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

24 hedge funds and large institutions have $18.5M invested in Nuveen Municipal 2021 Target Term Fund in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2324 (+1)

4% less capital invested

Capital invested by funds: $19.2M → $18.5M (-$707K)

67% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 12

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
12
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
$6.55M -$587K -60,265 -8%
RVPG
2
Relative Value Partners Group
$3M +$211K +21,658 +8%
Bank of America
3
Bank of America
North Carolina
$1.82M -$272K -27,961 -13%
Morgan Stanley
4
Morgan Stanley
New York
$1.57M -$115K -11,797 -7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$661K -$281K -28,850 -30%
IWC
6
Integrated Wealth Concepts
Massachusetts
$605K +$196K +20,090 +49%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$597K +$258K +26,455 +78%
KTA
8
Keeley-Teton Advisors
Illinois
$529K
Wells Fargo
9
Wells Fargo
California
$525K -$182K -18,654 -26%
RJA
10
Raymond James & Associates
Florida
$493K -$55.3K -5,674 -10%
MFG
11
Magnus Financial Group
New York
$347K -$2.02K -207 -0.6%
DWM
12
Dakota Wealth Management
Florida
$297K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$222K +$156 +16 +0.1%
KAS
14
Kestra Advisory Services
Texas
$196K +$194K +19,936 New
Stifel Financial
15
Stifel Financial
Missouri
$194K -$26.3K -2,700 -12%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$155K -$147K -15,073 -49%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$145K -$19.5K -2,000 -12%
BCM
18
Breiter Capital Management
Florida
$118K
CHAM
19
Clear Harbor Asset Management
Connecticut
$110K -$1.95K -200 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$109K
WFA
21
Wellspring Financial Advisors
Ohio
$107K
BFEC
22
Benjamin F. Edwards & Company
Missouri
$51K -$7.25K -744 -13%
TPWA
23
TRUE Private Wealth Advisors
Oregon
$31K
SIA
24
Sit Investment Associates
Minnesota
$26K +$25.5K +2,615 New
SWP
25
Stratos Wealth Partners
Ohio
-$194K -20,000 Closed

NHA Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal 2021 Target Term Fund (NHA) for Q4 2020, worth a combined $18.5M — down 3.7% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NHA positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $258K. The largest seller was Karpus Investment Management, cutting an estimated $587K.

  • 24 institutional investors held Nuveen Municipal 2021 Target Term Fund (NHA) as of Q4 2020, up from 23 in Q3 2020.
  • Funds reported $18.5M of Nuveen Municipal 2021 Target Term Fund stock for Q4 2020, down 3.7% quarter-over-quarter.
  • 2 funds opened new Nuveen Municipal 2021 Target Term Fund positions in Q4 2020 and 1 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal 2021 Target Term Fund buyer in Q4 2020 was Royal Bank of Canada, an estimated $258K added.
  • The largest Nuveen Municipal 2021 Target Term Fund seller in Q4 2020 was Karpus Investment Management, an estimated $587K sold.

Based on aggregated 13F filings for Q4 2020.