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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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34 hedge funds and large institutions have $22.7M invested in Nuveen Diversified Dividend and Income Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

11% less funds holding

Funds holding: 38 → 34 (-4)

11% less capital invested

Capital invested by funds: $25.6M → $22.7M (-$2.91M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$302K
2
First Trust Advisors
First Trust Advisors
Illinois
+$279K
3
RJA
Raymond James & Associates
Florida
+$175K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$161K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$159K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2.43M
2
Wells Fargo
Wells Fargo
California
-$593K
3
Invesco
Invesco
Georgia
-$530K
4
GC
Guggenheim Capital
Illinois
-$512K
5
UBS Group
UBS Group
Switzerland
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$460 +36 +0.5%
Citigroup
27
Citigroup
New York
$56K +$2.36K +185 +4%
ASN
28
Advisory Services Network
Georgia
$54K – – –
US Bancorp
29
US Bancorp
Minnesota
$23K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$10K – – –
FWM
31
Focused Wealth Management
New York
$10K +$4.3K +337 +71%
NFG
32
Next Financial Group
Texas
$6K -$19.1K -1,500 -75%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$5K +$4.88K +382 New
MWM
34
Mascoma Wealth Management
New Hampshire
$1K – – –
OC
35
Oppenheimer & Co
New York
– -$214K -16,850 Closed
PPA
36
Parametric Portfolio Associates
Washington
– -$133K -10,435 Closed
BAM
37
Bruderman Asset Management
New York
– -$104K -8,200 Closed
Creative Planning
38
Creative Planning
Kansas
– -$25K -2,000 Closed
IA
39
IFP Advisors
Florida
– -$11K -887 Closed
DADC
40
D.A. Davidson & Co
Montana
– -$11K -870 Closed
PCM
41
Penserra Capital Management
California
– -$3K -300 Closed
1
2

JDD Hedge Fund Activity: Q3 2017 in Review

34 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q3 2017, worth a combined $22.7M — down 11% from $25.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JDD and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $302K. The largest seller was Advisors Asset Management, cutting an estimated $2.43M.

  • 34 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q3 2017, down from 38 in Q2 2017.
  • Funds reported $22.7M of Nuveen Diversified Dividend and Income Fund stock for Q3 2017, down 11% quarter-over-quarter.
  • 3 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q3 2017 and 7 closed out, a net change of -4 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q3 2017 was Morgan Stanley, an estimated $302K added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q3 2017 was Advisors Asset Management, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2017.