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JDD

Nuveen Diversified Dividend and Income Fund

Delisted

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

40 hedge funds and large institutions have $36.9M invested in Nuveen Diversified Dividend and Income Fund in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3940 (+1)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

3% less capital invested

Capital invested by funds: $37.9M → $36.9M (-$1.05M)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$20.3M -$2.77M -231,672 -12%
Morgan Stanley
2
Morgan Stanley
New York
$2.19M +$156K +13,028 +7%
Invesco
3
Invesco
Georgia
$2.15M -$13.4K -1,123 -0.6%
Wells Fargo
4
Wells Fargo
California
$1.52M -$30.2K -2,522 -2%
GC
5
Guggenheim Capital
Illinois
$1.49M +$279K +23,353 +22%
LPL Financial
6
LPL Financial
California
$1.16M -$17.4K -1,456 -1%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.02M +$42K +3,510 +4%
Bank of America
8
Bank of America
North Carolina
$938K +$698K +58,336 +266%
UBS Group
9
UBS Group
Switzerland
$896K +$140K +11,681 +18%
CAN
10
Cetera Advisor Networks
California
$675K +$307K +25,652 +80%
SFS
11
Shaker Financial Services
Virginia
$643K +$659K +55,025 New
RJA
12
Raymond James & Associates
Florida
$580K -$347K -29,031 -37%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$525K -$16.8K -1,407 -3%
FAAS
14
First Allied Advisory Services
California
$301K +$24.3K +2,033 +9%
TC
15
TFS Capital
Pennsylvania
$274K +$281K +23,438 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$263K +$60.7K +5,069 +29%
OC
17
Oppenheimer & Co
New York
$202K
AG
18
Advisor Group
Arizona
$201K +$42.4K +3,541 +26%
GWM
19
Geneos Wealth Management
Colorado
$196K
DA
20
Doliver Advisors
Texas
$161K +$165K +13,752 New
Stifel Financial
21
Stifel Financial
Missouri
$159K -$5.47K -457 -3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$155K +$9.65K +806 +6%
PHS
23
Pekin Hardy Strauss
Illinois
$133K
Mariner
24
Mariner
Kansas
$132K -$10.3K -860 -7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$125K +$128K +10,732 New

JDD Hedge Fund Activity: Q3 2016 in Review

40 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q3 2016, worth a combined $36.9M — down 2.8% from $37.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JDD positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $698K. The largest seller was Advisors Asset Management, cutting an estimated $2.77M.

  • 40 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q3 2016, up from 39 in Q2 2016.
  • Funds reported $36.9M of Nuveen Diversified Dividend and Income Fund stock for Q3 2016, down 2.8% quarter-over-quarter.
  • 6 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q3 2016 and 5 closed out, a net change of +1 holder.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q3 2016 was Bank of America, an estimated $698K added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q3 2016 was Advisors Asset Management, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2016.