We are live on ! Find out more
JDD

Nuveen Diversified Dividend and Income Fund

Delisted

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

34 hedge funds and large institutions have $22.7M invested in Nuveen Diversified Dividend and Income Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

11% less funds holding

Funds holding: 3834 (-4)

11% less capital invested

Capital invested by funds: $25.6M → $22.7M (-$2.91M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.13M -$2.43M -190,052 -32%
Morgan Stanley
2
Morgan Stanley
New York
$3.38M +$302K +23,641 +10%
First Trust Advisors
3
First Trust Advisors
Illinois
$2.25M +$279K +21,845 +14%
CAN
4
Cetera Advisor Networks
California
$1.29M +$2.94K +230 +0.2%
RJA
5
Raymond James & Associates
Florida
$1.25M +$175K +13,727 +16%
Bank of America
6
Bank of America
North Carolina
$979K +$64.1K +5,021 +7%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$940K +$161K +12,636 +21%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$884K +$12.3K +964 +1%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$820K +$149K +11,660 +22%
UBS Group
10
UBS Group
Switzerland
$755K -$429K -33,643 -36%
Invesco
11
Invesco
Georgia
$730K -$530K -41,503 -42%
Wells Fargo
12
Wells Fargo
California
$626K -$593K -46,472 -49%
IH
13
IFC Holdings
Florida
$558K +$154K +12,079 +39%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$446K +$11.6K +912 +3%
GC
15
Guggenheim Capital
Illinois
$354K -$512K -40,105 -59%
AG
16
Advisor Group
Arizona
$320K -$17.8K -1,394 -5%
GWM
17
Geneos Wealth Management
Colorado
$312K +$48.5K +3,799 +19%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$233K +$25.8K +2,025 +13%
MML Investors Services
19
MML Investors Services
Massachusetts
$200K +$12.8K +1,002 +7%
AWM
20
AE Wealth Management
Kansas
$199K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$197K +$159K +12,488 +446%
PHS
22
Pekin Hardy Strauss
Illinois
$162K
LPL Financial
23
LPL Financial
California
$156K +$3.42K +268 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$156K +$155K +12,106 New
Ameriprise
25
Ameriprise
Minnesota
$137K +$136K +10,627 New

JDD Hedge Fund Activity: Q3 2017 in Review

34 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q3 2017, worth a combined $22.7M — down 11% from $25.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JDD and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $302K. The largest seller was Advisors Asset Management, cutting an estimated $2.43M.

  • 34 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q3 2017, down from 38 in Q2 2017.
  • Funds reported $22.7M of Nuveen Diversified Dividend and Income Fund stock for Q3 2017, down 11% quarter-over-quarter.
  • 3 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q3 2017 and 7 closed out, a net change of -4 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q3 2017 was Morgan Stanley, an estimated $302K added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q3 2017 was Advisors Asset Management, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2017.