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JDD

Nuveen Diversified Dividend and Income Fund

Delisted

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

31 hedge funds and large institutions have $27.5M invested in Nuveen Diversified Dividend and Income Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3031 (+1)

4% less capital invested

Capital invested by funds: $28.5M → $27.5M (-$1.07M)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.23M +$455K +39,553 +7%
AAM
2
Advisors Asset Management
Colorado
$4.33M -$156K -13,573 -4%
Invesco
3
Invesco
Georgia
$2.71M -$447K -38,856 -14%
WAM
4
Wolverine Asset Management
Illinois
$2.16M -$1.12M -97,704 -35%
CA
5
Cornerstone Advisors
North Carolina
$1.27M +$545K +47,347 +77%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$1.12M -$104K -9,000 -9%
LPL Financial
7
LPL Financial
California
$1.09M -$48K -4,168 -4%
Morgan Stanley
8
Morgan Stanley
New York
$1M -$55.6K -4,833 -5%
Wells Fargo
9
Wells Fargo
California
$994K -$15.9K -1,379 -2%
Goldman Sachs
10
Goldman Sachs
New York
$977K -$144K -12,493 -13%
First Trust Advisors
11
First Trust Advisors
Illinois
$799K +$102K +8,837 +15%
DA
12
Doliver Advisors
Texas
$667K -$216K -18,752 -25%
AQR Capital Management
13
AQR Capital Management
Connecticut
$610K +$214K +18,589 +55%
SCM
14
Saba Capital Management
New York
$558K
U
15
UBS
Switzerland
$558K +$55.8K +4,845 +11%
TC
16
TFS Capital
Pennsylvania
$282K +$277K +24,063 New
Mariner
17
Mariner
Kansas
$254K -$37.7K -3,274 -13%
Bank of America
18
Bank of America
North Carolina
$190K -$27.1K -2,356 -13%
OC
19
Oppenheimer & Co
New York
$157K +$154K +13,400 New
SFS
20
Shaker Financial Services
Virginia
$148K -$933K -81,049 -87%
FFSOTS
21
Fiduciary Financial Services of The Southwest
Texas
$145K
JIC
22
Joel Isaacson & Co
New York
$96K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$49K -$40.3K -3,500 -46%
DAM
24
Delta Asset Management
Tennessee
$23K
AIG
25
American International Group
New York
$18.9K

JDD Hedge Fund Activity: Q1 2014 in Review

31 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q1 2014, worth a combined $27.5M — down 3.7% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JDD positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 14 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $545K. The largest seller was Wolverine Asset Management, cutting an estimated $1.12M.

  • 31 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q1 2014, up from 30 in Q4 2013.
  • Funds reported $27.5M of Nuveen Diversified Dividend and Income Fund stock for Q1 2014, down 3.7% quarter-over-quarter.
  • 4 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q1 2014 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q1 2014 was Cornerstone Advisors, an estimated $545K added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q1 2014 was Wolverine Asset Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2014.