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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 $19.2M invested in Nuveen Diversified Dividend and Income Fund in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

18% more funds holding

Funds holding: 3440 (+6)

16% less capital invested

Capital invested by funds: $22.7M → $19.2M (-$3.56M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.09M -$1.84M -147,179 -37%
Morgan Stanley
2
Morgan Stanley
New York
$2.44M -$813K -65,040 -25%
First Trust Advisors
3
First Trust Advisors
Illinois
$2.27M +$117K +9,353 +5%
CAN
4
Cetera Advisor Networks
California
$1.25M +$24K +1,923 +2%
RJA
5
Raymond James & Associates
Florida
$1.08M -$113K -9,033 -9%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$870K -$29.4K -2,353 -3%
Bank of America
7
Bank of America
North Carolina
$869K -$68.1K -5,448 -7%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$814K +$30.8K +2,461 +4%
UBS Group
9
UBS Group
Switzerland
$704K -$17.9K -1,428 -2%
Wells Fargo
10
Wells Fargo
California
$586K -$11.8K -941 -2%
CA
11
Cetera Advisors
Colorado
$552K +$562K +44,969 New
Invesco
12
Invesco
Georgia
$507K -$194K -15,534 -27%
GWM
13
Geneos Wealth Management
Colorado
$368K +$70.2K +5,611 +23%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$365K +$371K +29,709 New
AG
15
Advisor Group
Arizona
$359K +$54.7K +4,377 +18%
MA
16
Mutual Advisors
Nebraska
$341K +$347K +27,768 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$283K -$146K -11,681 -34%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$281K -$574K -45,891 -67%
Ameriprise
19
Ameriprise
Minnesota
$268K +$140K +11,161 +105%
MML Investors Services
20
MML Investors Services
Massachusetts
$265K +$74.8K +5,986 +39%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$208K -$15.1K -1,208 -7%
LPL Financial
22
LPL Financial
California
$161K +$12K +956 +8%
PHS
23
Pekin Hardy Strauss
Illinois
$155K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$149K
BAM
25
Bruderman Asset Management
New York
$135K +$137K +10,997 New

JDD Hedge Fund Activity: Q4 2017 in Review

40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q4 2017, worth a combined $19.2M — down 16% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JDD positions and 6 closed out — a net gain of 6 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $562K. The largest seller was Advisors Asset Management, cutting an estimated $1.84M.

  • 40 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q4 2017, up from 34 in Q3 2017.
  • Funds reported $19.2M of Nuveen Diversified Dividend and Income Fund stock for Q4 2017, down 16% quarter-over-quarter.
  • 12 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q4 2017 and 6 closed out, a net change of +6 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q4 2017 was Cetera Advisors, an estimated $562K added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q4 2017 was Advisors Asset Management, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2017.