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JDD

Nuveen Diversified Dividend and Income Fund
JDD

Delisted

JDD was delisted on the 19th of November, 2021.

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33 hedge funds and large institutions have $32.7M invested in Nuveen Diversified Dividend and Income Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

11% less capital invested

Capital invested by funds: $36.9M → $32.7M (-$4.15M)

18% less funds holding

Funds holding: 40 → 33 (-7)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$781K
2
LCM
Laurion Capital Management
New York
+$503K
3
First Trust Advisors
First Trust Advisors
Illinois
+$403K
4
CAN
Cetera Advisor Networks
California
+$190K
5
AG
Advisor Group
Arizona
+$54.1K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2.67M
2
SFS
Shaker Financial Services
Virginia
-$643K
3
FAAS
First Allied Advisory Services
California
-$301K
4
TC
TFS Capital
Pennsylvania
-$274K
5
Invesco
Invesco
Georgia
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$22K – – –
FWM
27
Focused Wealth Management
New York
$22K – – –
US Bancorp
28
US Bancorp
Minnesota
$20K – – –
DAM
29
Delta Asset Management
Tennessee
$14K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$8K – – –
IA
31
IFP Advisors
Florida
$7K -$4.45K -395 -38%
PCM
32
Penserra Capital Management
California
$3K +$394 +35 +12%
SEI Investments
33
SEI Investments
Pennsylvania
$1K – – –
SFS
34
Shaker Financial Services
Virginia
– -$643K -55,025 Closed
FAAS
35
First Allied Advisory Services
California
– -$301K -25,760 Closed
TC
36
TFS Capital
Pennsylvania
– -$274K -23,438 Closed
DA
37
Doliver Advisors
Texas
– -$161K -13,752 Closed
Mariner
38
Mariner
Kansas
– -$132K -11,343 Closed
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
– -$125K -10,732 Closed
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
– -$53K -4,495 Closed
1
2

JDD Hedge Fund Activity: Q4 2016 in Review

33 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q4 2016, worth a combined $32.7M — down 11% from $36.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JDD and 2 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $781K. The largest seller was Advisors Asset Management, cutting an estimated $2.67M.

  • 33 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q4 2016, down from 40 in Q3 2016.
  • Funds reported $32.7M of Nuveen Diversified Dividend and Income Fund stock for Q4 2016, down 11% quarter-over-quarter.
  • 2 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q4 2016 and 8 closed out, a net change of -6 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q4 2016 was Morgan Stanley, an estimated $781K added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q4 2016 was Advisors Asset Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2016.