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JDD

Nuveen Diversified Dividend and Income Fund

Delisted

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

37 hedge funds and large institutions have $37.4M invested in Nuveen Diversified Dividend and Income Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

0% more capital invested

Capital invested by funds: $37.2M → $37.4M (+$184K)

3% less funds holding

Funds holding: 3837 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$19M +$1.42M +127,512 +7%
GC
2
Guggenheim Capital
Illinois
$2.51M -$575K -51,714 -18%
WAM
3
Wolverine Asset Management
Illinois
$2.46M +$2.62M +236,105 +24,216%
Invesco
4
Invesco
Georgia
$2.11M +$60.4K +5,433 +3%
Wells Fargo
5
Wells Fargo
California
$1.38M -$12.2K -1,095 -0.8%
Morgan Stanley
6
Morgan Stanley
New York
$1.37M +$275K +24,737 +23%
PPA
7
Parametric Portfolio Associates
Washington
$1.23M -$97.6K -8,783 -7%
LPL Financial
8
LPL Financial
California
$1.12M +$156K +14,054 +15%
First Trust Advisors
9
First Trust Advisors
Illinois
$939K +$26.3K +2,370 +3%
UBS Group
10
UBS Group
Switzerland
$875K -$21.3K -1,913 -2%
AA
11
AQR Arbitrage
Connecticut
$457K +$28.8K +2,594 +6%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$453K
Baird Financial Group
13
Baird Financial Group
Wisconsin
$443K -$19.7K -1,774 -4%
SFS
14
Shaker Financial Services
Virginia
$438K -$44.9K -4,035 -9%
DA
15
Doliver Advisors
Texas
$355K +$202K +18,171 +113%
RJA
16
Raymond James & Associates
Florida
$348K -$27K -2,425 -7%
LCM
17
Landscape Capital Management
New Jersey
$262K +$164K +14,757 +140%
Bank of America
18
Bank of America
North Carolina
$223K +$22.9K +2,062 +11%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$178K -$21.7K -1,948 -10%
SCM
20
Saba Capital Management
New York
$163K
SI
21
SII Investments
Wisconsin
$152K +$162K +14,584 New
Mariner
22
Mariner
Kansas
$146K -$4.45K -400 -3%
OC
23
Oppenheimer & Co
New York
$139K -$44.4K -3,990 -23%
PHS
24
Pekin Hardy Strauss
Illinois
$118K
FWM
25
Focused Wealth Management
New York
$80K -$15.3K -1,377 -15%

JDD Hedge Fund Activity: Q3 2015 in Review

37 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q3 2015, worth a combined $37.4M — up 0.49% from $37.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JDD and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 13 added.

The largest buyer was Wolverine Asset Management, adding an estimated $2.62M. The largest seller was Guggenheim Capital, cutting an estimated $575K.

  • 37 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q3 2015, down from 38 in Q2 2015.
  • Funds reported $37.4M of Nuveen Diversified Dividend and Income Fund stock for Q3 2015, up 0.49% quarter-over-quarter.
  • 5 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q3 2015 and 6 closed out, a net change of -1 holder.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q3 2015 was Wolverine Asset Management, an estimated $2.62M added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q3 2015 was Guggenheim Capital, an estimated $575K sold.

Based on aggregated 13F filings for Q3 2015.