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JDD

Nuveen Diversified Dividend and Income Fund

Delisted

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

43 hedge funds and large institutions have $25.7M invested in Nuveen Diversified Dividend and Income Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $23.3M → $25.7M (+$2.46M)

9% less funds holding

Funds holding: 4743 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
18
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$8.21M +$2.54M +239,880 +45%
Morgan Stanley
2
Morgan Stanley
New York
$3.18M -$137K -12,928 -4%
Invesco
3
Invesco
Georgia
$2.36M +$255K +24,062 +12%
RJA
4
Raymond James & Associates
Florida
$1.36M +$65.4K +6,175 +5%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$981K +$90.2K +8,509 +10%
PAG
6
Private Advisor Group
New Jersey
$901K +$47.1K +4,441 +6%
Wells Fargo
7
Wells Fargo
California
$889K +$532K +50,203 +151%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$837K +$61.5K +5,800 +8%
LPL Financial
9
LPL Financial
California
$753K +$1.72K +162 +0.2%
BC
10
Brookfield Corp
Ontario, Canada
$643K -$105K -9,900 -14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$620K -$23.3K -2,198 -4%
SFS
12
Shaker Financial Services
Virginia
$476K -$742K -70,022 -61%
COLIM
13
City of London Investment Management
United Kingdom
$428K -$220K -20,770 -34%
UBS Group
14
UBS Group
Switzerland
$420K -$26.6K -2,513 -6%
AG
15
Advisor Group
Arizona
$412K +$157K +14,800 +62%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$383K +$7.28K +687 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$361K +$1.77K +167 +0.5%
Bank of America
18
Bank of America
North Carolina
$319K +$1.61K +152 +0.5%
MA
19
Mutual Advisors
Nebraska
$229K -$1.61K -152 -0.7%
BAM
20
Belpointe Asset Management
Nevada
$226K -$10.6K -1,000 -5%
GWM
21
Geneos Wealth Management
Colorado
$214K +$32.4K +3,058 +18%
CA
22
Cetera Advisors
Colorado
$185K -$16.5K -1,558 -8%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$174K +$17K +1,600 +11%
AA
24
AQR Arbitrage
Connecticut
$160K -$13.4K -1,266 -8%
CFGS
25
Concourse Financial Group Securities
Alabama
$154K

JDD Hedge Fund Activity: Q2 2019 in Review

43 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q2 2019, worth a combined $25.7M — up 11% from $23.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JDD and 2 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 18 added.

The largest buyer was Advisors Asset Management, adding an estimated $2.54M. The largest seller was Shaker Financial Services, cutting an estimated $742K.

  • 43 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q2 2019, down from 47 in Q1 2019.
  • Funds reported $25.7M of Nuveen Diversified Dividend and Income Fund stock for Q2 2019, up 11% quarter-over-quarter.
  • 2 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q2 2019 and 6 closed out, a net change of -4 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q2 2019 was Advisors Asset Management, an estimated $2.54M added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q2 2019 was Shaker Financial Services, an estimated $742K sold.

Based on aggregated 13F filings for Q2 2019.