Nuveen Churchill Direct LendNCDL
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 39 institutions reported holding Nuveen Churchill Direct Lend (NCDL) in their 13F filings, up 15 from Q1 2024. 19 opened new positions and 5 sold out. The largest holders were Nuveen Asset Management, LLC ($28.9M), Corient Private Wealth LP ($12.6M) and Stifel Financial Corp. ($9.4M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Nuveen Churchill Direct Lend
- CUSIP
- 67090S108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $28.9M |
| Exits | 5 | $4.1M |
All 13F filers, Q1 2024 → Q2 2024: 2,018,131 shares bought and 271,752 shares sold, net +1,746,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Nuveen Asset Management, LLC | 0.01% | No change | 1,662,050 | $28.9M |
| Corient Private Wealth LP | 0.02% | New | 721,458 | $12.6M |
| Stifel Financial Corp. | 0.01% | New | 538,494 | $9.4M |
| Callodine Capital Management, LP | 1.23% | Add +22.1% | 300,000 | $5.2M |
| Ares Management LLC | 0.07% | Add +127.7% | 133,070 | $2.3M |
| Morgan Stanley | 0.00% | Add +57.7% | 129,507 | $2.3M |
| Confluence Investment Management LLC | 0.03% | Add +13.7% | 117,085 | $2.0M |
| Millennium Management | 0.00% | Add +19.4% | 87,946 | $1.5M |
| Merit Financial Group, LLC | 0.03% | No change | 82,772 | $1.4M |
| Marshall Wace, LLP | 0.00% | Add +15.2% | 79,467 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +182.3% | 79,018 | $1.4M |
| Citadel Advisors | 0.00% | Add +516.8% | 72,096 | $1.3M |
| Opal Wealth Advisors, LLC | 0.38% | New | 68,507 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | New | 62,930 | $1.1M |
| Acadian Asset Management LLC | 0.00% | New | 50,472 | $871K |
| Ameriprise Financial Inc. | 0.00% | New | 44,192 | $769K |
| Renaissance Technologies | 0.00% | New | 31,200 | $543K |
| Ariadne Wealth Management, LP | 0.41% | — | 28,997 | $520K |
| Two Sigma Investments, LP | 0.00% | New | 29,567 | $514K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +50.1% | 26,091 | $454K |
| Bank of America Corp. | 0.00% | Add +317.1% | 20,857 | $363K |
| Two Sigma Advisers, LP | 0.00% | New | 19,300 | $336K |
| Qube Research & Technologies Ltd | 0.00% | Add +2.3% | 17,988 | $313K |
| SpiderRock Advisors, LLC | 0.01% | New | 17,386 | $303K |
| Tranquility Partners, LLC | 0.11% | New | 15,925 | $277K |
| Aprio Wealth Management, LLC | 0.05% | New | 15,615 | $272K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 14,790 | $257K |
| Beacon Bridge Wealth Partners, LLC | 0.10% | New | 13,007 | $226K |
| JT Stratford LLC | 0.03% | New | 10,248 | $178K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -61.9% | 7,640 | $133K |
| Wells Fargo & Company | 0.00% | Add +113.7% | 6,945 | $121K |
| UBS Group AG | 0.00% | Reduce -80.0% | 5,500 | $96K |
| Sunbelt Securities, Inc. | 0.01% | New | 5,487 | $95K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -33.3% | 3,111 | $54K |
| Janiczek Wealth Management, LLC | 0.01% | New | 1,981 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Add +1064.8% | 1,456 | $25K |
| Bellevue Asset Management, LLC | 0.01% | New | 564 | $10K |
| Signaturefd, LLC | 0.00% | New | 405 | $7K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.7% | 37 | $644 |
"% of holder's portfolio" is NCDL's weight in each manager's 13F, not the share of Nuveen Churchill Direct Lend the manager owns.