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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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49 hedge funds and large institutions have $21.4M invested in Nuveen Diversified Dividend and Income Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

14% more funds holding

Funds holding: 43 → 49 (+6)

25% less capital invested

Capital invested by funds: $28.7M → $21.4M (-$7.26M)

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.26M
2
WAM
Wolverine Asset Management
Illinois
+$1.09M
3
MC
Matisse Capital
Oregon
+$917K
4
CRC
Curi RMB Capital
Illinois
+$407K
5
LCM
Landscape Capital Management
New Jersey
+$305K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$744K
2
MML Investors Services
MML Investors Services
Massachusetts
-$288K
3
AAM
Advisors Asset Management
Colorado
-$239K
4
RJA
Raymond James & Associates
Florida
-$167K
5
BAM
Belpointe Asset Management
Nevada
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$145K +$567 +58 +0.3%
CPIG
27
Chicago Partners Investment Group
Illinois
$122K +$30.4K +3,110 +25%
LCP
28
Legacy Capital Partners
Wisconsin
$116K +$161K +16,500 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$99K +$4.71K +482 +4%
CA
30
Cetera Advisors
Colorado
$93K +$7.35K +752 +6%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$86K +$1.04K +106 +0.9%
DA
32
Doliver Advisors
Texas
$86K +$113K +11,517 New
PHS
33
Pekin Hardy Strauss
Illinois
$83K -$7.33K -750 -6%
CFGS
34
Concourse Financial Group Securities
Alabama
$82K +$14.7K +1,500 +15%
AA
35
AQR Arbitrage
Connecticut
$77K +$107K +10,947 New
DAS
36
Dynamic Advisor Solutions
Arizona
$71K – – –
Stifel Financial
37
Stifel Financial
Missouri
$70K -$7.28K -745 -7%
APA
38
American Portfolios Advisors
New York
$65.5K – – –
CAN
39
Claraphi Advisory Network
United States
$37K +$50.8K +5,195 New
SIS
40
Sound Income Strategies
Florida
$23K – – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$17K +$24.2K +2,477 New
Citigroup
42
Citigroup
New York
$15K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$14K – – –
US Bancorp
44
US Bancorp
Minnesota
$13K – – –
FHA
45
Flagship Harbor Advisors
Massachusetts
$9K -$28.8K -2,946 -70%
PCG
46
Private Capital Group
Connecticut
$9K – – –
DAM
47
Delta Asset Management
Tennessee
$6K +$7.82K +800 New
FWM
48
Focused Wealth Management
New York
$4K +$78 +8 +2%
CT
49
Caldwell Trust
Florida
$803 +$1.11K +114 New
MML Investors Services
50
MML Investors Services
Massachusetts
– -$288K -26,421 Closed
1
2
3

JDD Hedge Fund Activity: Q1 2020 in Review

49 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q1 2020, worth a combined $21.4M — down 25% from $28.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JDD positions and 4 closed out — a net gain of 8 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.26M. The largest seller was Morgan Stanley, cutting an estimated $744K.

  • 49 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q1 2020, up from 43 in Q4 2019.
  • Funds reported $21.4M of Nuveen Diversified Dividend and Income Fund stock for Q1 2020, down 25% quarter-over-quarter.
  • 12 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q1 2020 and 4 closed out, a net change of +8 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q1 2020 was Shaker Financial Services, an estimated $1.26M added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q1 2020 was Morgan Stanley, an estimated $744K sold.

Based on aggregated 13F filings for Q1 2020.