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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 $28M invested in Nuveen Diversified Dividend and Income Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

6% more funds holding

Funds holding: 3335 (+2)

14% less capital invested

Capital invested by funds: $32.7M → $28M (-$4.72M)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$9.85M -$7.95M -669,361 -45%
Morgan Stanley
2
Morgan Stanley
New York
$3.23M +$198K +16,655 +6%
First Trust Advisors
3
First Trust Advisors
Illinois
$1.55M +$89K +7,486 +6%
Wells Fargo
4
Wells Fargo
California
$1.46M -$118K -9,955 -7%
Invesco
5
Invesco
Georgia
$1.41M -$530K -44,569 -27%
LPL Financial
6
LPL Financial
California
$1.28M +$94.9K +7,984 +8%
GC
7
Guggenheim Capital
Illinois
$1.19M -$253K -21,287 -17%
UBS Group
8
UBS Group
Switzerland
$1.1M +$142K +11,972 +15%
CAN
9
Cetera Advisor Networks
California
$1.07M +$187K +15,755 +21%
RJA
10
Raymond James & Associates
Florida
$1.06M +$491K +41,345 +85%
Bank of America
11
Bank of America
North Carolina
$818K +$19.6K +1,650 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$751K +$457K +38,482 +153%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$557K +$16K +1,349 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$384K +$387K +32,541 New
SFS
15
Shaker Financial Services
Virginia
$356K +$358K +30,108 New
AG
16
Advisor Group
Arizona
$275K +$14.3K +1,200 +5%
IH
17
IFC Holdings
Florida
$269K +$269K +22,677 New
GWM
18
Geneos Wealth Management
Colorado
$206K +$12.1K +1,020 +6%
Stifel Financial
19
Stifel Financial
Missouri
$201K +$12.1K +1,017 +6%
OC
20
Oppenheimer & Co
New York
$193K -$59.4K -5,000 -23%
LCM
21
Laurion Capital Management
New York
$136K -$394K -33,160 -74%
PHS
22
Pekin Hardy Strauss
Illinois
$134K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$127K +$11.5K +971 +10%
MML Investors Services
24
MML Investors Services
Massachusetts
$125K +$126K +10,597 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$452 +38 +0.6%

JDD Hedge Fund Activity: Q1 2017 in Review

35 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q1 2017, worth a combined $28M — down 14% from $32.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JDD positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $491K. The largest seller was Advisors Asset Management, cutting an estimated $7.95M.

  • 35 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q1 2017, up from 33 in Q4 2016.
  • Funds reported $28M of Nuveen Diversified Dividend and Income Fund stock for Q1 2017, down 14% quarter-over-quarter.
  • 5 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q1 2017 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q1 2017 was Raymond James & Associates, an estimated $491K added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q1 2017 was Advisors Asset Management, an estimated $7.95M sold.

Based on aggregated 13F filings for Q1 2017.