We are live on ! Find out more
JDD

Nuveen Diversified Dividend and Income Fund

Delisted

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

37 hedge funds and large institutions have $16.6M invested in Nuveen Diversified Dividend and Income Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

8% less funds holding

Funds holding: 4037 (-3)

13% less capital invested

Capital invested by funds: $19.2M → $16.6M (-$2.51M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.47M +$73.4K +6,020 +3%
First Trust Advisors
2
First Trust Advisors
Illinois
$2.29M +$52.4K +4,292 +2%
AAM
3
Advisors Asset Management
Colorado
$2.19M -$877K -71,922 -29%
RJA
4
Raymond James & Associates
Florida
$1.1M +$33.1K +2,710 +3%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$896K +$94.2K +7,720 +12%
Invesco
6
Invesco
Georgia
$887K +$390K +31,981 +78%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$832K -$24.7K -2,025 -3%
Bank of America
8
Bank of America
North Carolina
$769K -$87.3K -7,157 -10%
UBS Group
9
UBS Group
Switzerland
$649K -$45.3K -3,711 -6%
LPL Financial
10
LPL Financial
California
$501K +$345K +28,286 +216%
Wells Fargo
11
Wells Fargo
California
$397K -$181K -14,856 -31%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$364K +$4.26K +349 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$352K +$76.3K +6,254 +27%
AG
14
Advisor Group
Arizona
$313K -$41.5K -3,400 -12%
Ameriprise
15
Ameriprise
Minnesota
$293K +$29.8K +2,446 +11%
MML Investors Services
16
MML Investors Services
Massachusetts
$286K +$25.1K +2,056 +10%
MA
17
Mutual Advisors
Nebraska
$282K -$54.8K -4,488 -16%
GWM
18
Geneos Wealth Management
Colorado
$279K -$83.7K -6,858 -23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$215K +$10.7K +877 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$159K -$121K -9,894 -43%
SWP
21
Stratos Wealth Partners
Ohio
$156K +$157K +12,894 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$153K +$6.1K +500 +4%
PHS
23
Pekin Hardy Strauss
Illinois
$152K
BAM
24
Bruderman Asset Management
New York
$126K -$7.32K -600 -5%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$103K +$7.81K +640 +8%

JDD Hedge Fund Activity: Q1 2018 in Review

37 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q1 2018, worth a combined $16.6M — down 13% from $19.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JDD and 2 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was Invesco, adding an estimated $390K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $1.25M sold.

  • 37 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q1 2018, down from 40 in Q4 2017.
  • Funds reported $16.6M of Nuveen Diversified Dividend and Income Fund stock for Q1 2018, down 13% quarter-over-quarter.
  • 2 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q1 2018 and 5 closed out, a net change of -3 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q1 2018 was Invesco, an estimated $390K added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q1 2018 was Cetera Advisor Networks, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2018.