Nuveen Diversified Dividend and Income Fund
JDD
JDD was delisted on the 19th of November, 2021.
38 hedge funds and large institutions have $28.8M invested in Nuveen Diversified Dividend and Income Fund in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
23% more funds holding
Funds holding: 31 → 38 (+7)
5% more capital invested
Capital invested by funds: $27.5M → $28.8M (+$1.32M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.23M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$712K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$303K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$258K |
| 5 |
Morgan Stanley
New York
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.36M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$607K |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$516K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$398K |
| 5 |
Goldman Sachs
New York
|
-$318K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
26
TFS Capital
West Chester,
Pennsylvania
| $134K | -$157K | -13,124 | -55% |
|
|
JIC
27
Joel Isaacson & Co
New York
| $100K | – | – | – |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $67K | +$65.3K | +5,448 | New |
|
|
TWA
29
TCI Wealth Advisors
Tucson,
Arizona
| $61K | +$60K | +5,000 | New |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $53K | +$2.24K | +187 | +5% |
|
|
AIG
31
American International Group
New York
| $34.5K | +$14.4K | +1,200 | +74% |
|
32
Creative Planning
Overland Park,
Kansas
| $25K | +$24K | +2,000 | New |
|
|
NES
33
New England Securities
New York
| $18K | +$18K | +1,500 | New |
|
|
WA
34
WFG Advisors
Dallas,
Texas
| $14K | – | – | – |
|
|
DAM
35
Delta Asset Management
Memphis,
Tennessee
| $12K | -$11.4K | -950 | -49% |
|
|
OIA
36
Optimum Investment Advisors
Chicago,
Illinois
| $6K | +$132 | +11 | +2% |
|
37
Citigroup
New York
| $4K | +$324 | +27 | +8% |
|
|
TJHA
38
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2K | – | – | – |
|
|
PP
39
Palladium Partners
Norfolk,
Virginia
| – | -$5K | -400 | Closed |
|
JDD Hedge Fund Activity: Q2 2014 in Review
38 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q2 2014, worth a combined $28.8M — up 4.8% from $27.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JDD positions and 2 closed out — a net gain of 7 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Mariner Investment Group, opening a new position worth an estimated $1.23M. The largest seller was Wolverine Asset Management, cutting an estimated $1.36M.
- 38 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q2 2014, up from 31 in Q1 2014.
- Funds reported $28.8M of Nuveen Diversified Dividend and Income Fund stock for Q2 2014, up 4.8% quarter-over-quarter.
- 9 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q2 2014 and 2 closed out, a net change of +7 holders.
- The largest Nuveen Diversified Dividend and Income Fund buyer in Q2 2014 was Mariner Investment Group, an estimated $1.23M added.
- The largest Nuveen Diversified Dividend and Income Fund seller in Q2 2014 was Wolverine Asset Management, an estimated $1.36M sold.
Based on aggregated 13F filings for Q2 2014.