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JDD

Nuveen Diversified Dividend and Income Fund

Delisted

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

35 hedge funds and large institutions have $27.8M invested in Nuveen Diversified Dividend and Income Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

3% less capital invested

Capital invested by funds: $28.8M → $27.8M (-$953K)

8% less funds holding

Funds holding: 3835 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.63M +$578K +47,676 +8%
AAM
2
Advisors Asset Management
Colorado
$5.83M +$2.19M +181,094 +57%
Invesco
3
Invesco
Georgia
$2.58M +$285K +23,555 +12%
CA
4
Cornerstone Advisors
North Carolina
$1.45M -$118K -9,741 -7%
Morgan Stanley
5
Morgan Stanley
New York
$1.26M +$17.3K +1,425 +1%
Wells Fargo
6
Wells Fargo
California
$1.13M +$165K +13,604 +16%
LPL Financial
7
LPL Financial
California
$1.08M -$1.25K -103 -0.1%
First Trust Advisors
8
First Trust Advisors
Illinois
$933K +$39.6K +3,270 +4%
Goldman Sachs
9
Goldman Sachs
New York
$636K -$29K -2,396 -4%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$614K
AQR Capital Management
11
AQR Capital Management
Connecticut
$598K -$41.5K -3,421 -6%
U
12
UBS
Switzerland
$591K +$28.8K +2,378 +5%
SCM
13
Saba Capital Management
New York
$556K
TC
14
TFS Capital
Pennsylvania
$508K +$397K +32,746 +299%
PPA
15
Parametric Portfolio Associates
Washington
$413K +$169K +13,966 +65%
RJA
16
Raymond James & Associates
Florida
$364K +$155K +12,758 +69%
DA
17
Doliver Advisors
Texas
$209K -$348K -28,711 -61%
Mariner
18
Mariner
Kansas
$200K -$61.7K -5,090 -23%
OC
19
Oppenheimer & Co
New York
$197K +$36.4K +3,008 +22%
Bank of America
20
Bank of America
North Carolina
$196K -$7.06K -583 -3%
FWM
21
Focused Wealth Management
New York
$168K +$20.3K +1,674 +13%
FFSOTS
22
Fiduciary Financial Services of The Southwest
Texas
$130K -$15.6K -1,290 -10%
WAM
23
Wolverine Asset Management
Illinois
$98K -$757K -62,477 -88%
JIC
24
Joel Isaacson & Co
New York
$95K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$86K +$23.7K +1,952 +36%

JDD Hedge Fund Activity: Q3 2014 in Review

35 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q3 2014, worth a combined $27.8M — down 3.3% from $28.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JDD and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 17 added.

The largest buyer was Advisors Asset Management, adding an estimated $2.19M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $1.25M sold.

  • 35 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q3 2014, down from 38 in Q2 2014.
  • Funds reported $27.8M of Nuveen Diversified Dividend and Income Fund stock for Q3 2014, down 3.3% quarter-over-quarter.
  • 2 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q3 2014 and 5 closed out, a net change of -3 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q3 2014 was Advisors Asset Management, an estimated $2.19M added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q3 2014 was Mariner Investment Group, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2014.