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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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50 hedge funds and large institutions have $34.4M invested in Nuveen Diversified Dividend and Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

2% less capital invested

Capital invested by funds: $35M → $34.4M (-$622K)

2% less funds holding

Funds holding: 51 → 50 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$316K
2
MML Investors Services
MML Investors Services
Massachusetts
+$161K
3
CPIG
Chicago Partners Investment Group
Illinois
+$161K
4
Stifel Financial
Stifel Financial
Missouri
+$160K
5
GC
Guggenheim Capital
Illinois
+$137K

Top Sellers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
-$976K
2
AAM
Advisors Asset Management
Colorado
-$208K
3
COLIM
City of London Investment Management
United Kingdom
-$173K
4
Bank of America
Bank of America
North Carolina
-$171K
5
IGGA
Iron Gate Global Advisors
Utah
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$158K +$161K +15,278 New
Ameriprise
27
Ameriprise
Minnesota
$149K +$5.16K +489 +4%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$148K +$19K +1,798 +14%
SPIA
29
Steward Partners Investment Advisory
New York
$144K – – –
GWM
30
Geneos Wealth Management
Colorado
$121K +$285 +27 +0.2%
PHS
31
Pekin Hardy Strauss
Illinois
$117K +$8.45K +800 +8%
ASN
32
Advisory Services Network
Georgia
$106K -$42.5K -4,023 -28%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$97K +$792 +75 +0.8%
APA
34
American Portfolios Advisors
New York
$91.3K +$10.6K +1,000 +13%
CWC
35
Carolinas Wealth Consulting
North Carolina
$90K +$90.2K +8,543 New
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$88.7K +$90.3K +8,550 New
APWA
37
Atlas Private Wealth Advisors
New Jersey
$42K -$42.2K -4,002 -50%
SIS
38
Sound Income Strategies
Florida
$34K – – –
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$31K +$31.7K +3,000 New
CFGS
40
Concourse Financial Group Securities
Alabama
$19K – – –
PCG
41
Private Capital Group
Connecticut
$13K – – –
SWM
42
Spire Wealth Management
Virginia
$9K – – –
DAM
43
Delta Asset Management
Tennessee
$8K – – –
FWM
44
Focused Wealth Management
New York
$6K +$84 +8 +1%
GRP
45
Global Retirement Partners
California
$5K +$95 +9 +2%
HI
46
Harbour Investments
Wisconsin
$4K – – –
CT
47
Caldwell Trust
Florida
$1.18K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1K – – –
MC
49
Matisse Capital
Oregon
– -$976K -93,813 Closed
AAM
50
Advisors Asset Management
Colorado
– -$208K -19,961 Closed
1
2
3

JDD Hedge Fund Activity: Q3 2021 in Review

50 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q3 2021, worth a combined $34.4M — down 1.8% from $35M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JDD and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 23 added.

The largest buyer was Wells Fargo, adding an estimated $316K. The largest seller was Matisse Capital, exiting entirely with an estimated $976K sold.

  • 50 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q3 2021, down from 51 in Q2 2021.
  • Funds reported $34.4M of Nuveen Diversified Dividend and Income Fund stock for Q3 2021, down 1.8% quarter-over-quarter.
  • 4 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q3 2021 was Wells Fargo, an estimated $316K added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q3 2021 was Matisse Capital, an estimated $976K sold.

Based on aggregated 13F filings for Q3 2021.