Nuveen Diversified Dividend and Income Fund
JDD
JDD was delisted on the 19th of November, 2021.
35 hedge funds and large institutions have $28M invested in Nuveen Diversified Dividend and Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
6% more funds holding
Funds holding: 33 → 35 (+2)
14% less capital invested
Capital invested by funds: $32.7M → $28M (-$4.72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$491K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$457K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$387K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$358K |
| 5 |
IH
IFC Holdings
Tampa,
Florida
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$7.95M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$530K |
| 3 |
LCM
Laurion Capital Management
New York
|
-$394K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$253K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$118K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $50K | +$49.9K | +4,200 | New |
|
27
Citigroup
New York
| $49K | -$309 | -26 | -0.6% |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $39K | -$79.1K | -6,654 | -67% |
|
29
Creative Planning
Overland Park,
Kansas
| $24K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $21K | – | – | – |
|
|
FWM
31
Focused Wealth Management
Newburgh,
New York
| $9K | -$14.5K | -1,220 | -61% |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9K | – | – | – |
|
|
TJHA
33
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $4K | -$21.4K | -1,805 | -85% |
|
|
PCM
34
Penserra Capital Management
Orinda,
California
| $3K | -$523 | -44 | -14% |
|
35
SEI Investments
Oaks,
Pennsylvania
| $1K | – | – | – |
|
|
DAM
36
Delta Asset Management
Memphis,
Tennessee
| – | -$14K | -1,296 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$7K | -646 | Closed |
|
JDD Hedge Fund Activity: Q1 2017 in Review
35 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q1 2017, worth a combined $28M — down 14% from $32.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JDD positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $491K. The largest seller was Advisors Asset Management, cutting an estimated $7.95M.
- 35 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q1 2017, up from 33 in Q4 2016.
- Funds reported $28M of Nuveen Diversified Dividend and Income Fund stock for Q1 2017, down 14% quarter-over-quarter.
- 5 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q1 2017 and 2 closed out, a net change of +3 holders.
- The largest Nuveen Diversified Dividend and Income Fund buyer in Q1 2017 was Raymond James & Associates, an estimated $491K added.
- The largest Nuveen Diversified Dividend and Income Fund seller in Q1 2017 was Advisors Asset Management, an estimated $7.95M sold.
Based on aggregated 13F filings for Q1 2017.