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JDD

Nuveen Diversified Dividend and Income Fund

Delisted

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

47 hedge funds and large institutions have $23.3M invested in Nuveen Diversified Dividend and Income Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

3% more capital invested

Capital invested by funds: $22.6M → $23.3M (+$635K)

8% less funds holding

Funds holding: 5147 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.5M +$1.6M +156,720 +42%
Morgan Stanley
2
Morgan Stanley
New York
$3.23M +$599K +58,714 +23%
Invesco
3
Invesco
Georgia
$2.05M +$312K +30,548 +18%
RJA
4
Raymond James & Associates
Florida
$1.26M -$38.9K -3,811 -3%
SFS
5
Shaker Financial Services
Virginia
$1.19M +$1.17M +114,742 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$866K +$24.9K +2,442 +3%
PAG
7
Private Advisor Group
New Jersey
$830K +$817K +80,158 New
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$754K +$51K +5,000 +7%
LPL Financial
9
LPL Financial
California
$731K -$72.1K -7,066 -9%
BC
10
Brookfield Corp
Ontario, Canada
$728K -$107K -10,500 -13%
COLIM
11
City of London Investment Management
United Kingdom
$631K -$438K -42,931 -41%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$626K +$616K +60,415 New
UBS Group
13
UBS Group
Switzerland
$434K +$18.9K +1,851 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$365K +$92.5K +9,068 +35%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$350K +$29.4K +2,882 +9%
Wells Fargo
16
Wells Fargo
California
$344K +$11.9K +1,170 +4%
MML Investors Services
17
MML Investors Services
Massachusetts
$339K +$62.1K +6,090 +23%
Bank of America
18
Bank of America
North Carolina
$308K -$6.68K -655 -2%
VF
19
Virtu Financial
New York
$279K +$275K +26,952 New
AG
20
Advisor Group
Arizona
$248K
BAM
21
Belpointe Asset Management
Nevada
$230K +$87.5K +8,575 +63%
MA
22
Mutual Advisors
Nebraska
$224K -$8.08K -792 -4%
CA
23
Cetera Advisors
Colorado
$196K -$32.6K -3,200 -14%
GWM
24
Geneos Wealth Management
Colorado
$177K +$8.47K +831 +5%
AA
25
AQR Arbitrage
Connecticut
$169K +$16.1K +1,581 +11%

JDD Hedge Fund Activity: Q1 2019 in Review

47 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q1 2019, worth a combined $23.3M — up 2.8% from $22.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JDD and 7 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.6M. The largest seller was Wolverine Asset Management, cutting an estimated $2.21M.

  • 47 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q1 2019, down from 51 in Q4 2018.
  • Funds reported $23.3M of Nuveen Diversified Dividend and Income Fund stock for Q1 2019, up 2.8% quarter-over-quarter.
  • 7 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q1 2019 and 11 closed out, a net change of -4 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q1 2019 was Advisors Asset Management, an estimated $1.6M added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q1 2019 was Wolverine Asset Management, an estimated $2.21M sold.

Based on aggregated 13F filings for Q1 2019.