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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 $28.7M invested in Nuveen Diversified Dividend and Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4243 (+1)

5% more capital invested

Capital invested by funds: $27.3M → $28.7M (+$1.33M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$9.14M -$73.1K -6,726 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$2.82M +$111K +10,224 +4%
Invesco
3
Invesco
Georgia
$2.58M -$84.6K -7,778 -3%
LPL Financial
4
LPL Financial
California
$2.31M +$1.56M +143,756 +210%
RJA
5
Raymond James & Associates
Florida
$1.21M -$7.17K -659 -0.6%
Wells Fargo
6
Wells Fargo
California
$1.15M +$6.62K +609 +0.6%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.04M +$12.8K +1,175 +1%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$910K +$40.2K +3,700 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$895K +$176K +16,226 +25%
SFS
10
Shaker Financial Services
Virginia
$724K +$723K +66,466 New
UBS Group
11
UBS Group
Switzerland
$596K +$18.5K +1,698 +3%
AG
12
Advisor Group
Arizona
$441K +$544 +50 +0.1%
COLIM
13
City of London Investment Management
United Kingdom
$439K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$388K +$8.86K +815 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$378K +$30.8K +2,831 +9%
WAM
16
Wolverine Asset Management
Illinois
$316K +$316K +29,061 New
LCM
17
Landscape Capital Management
New Jersey
$306K +$306K +28,102 New
GC
18
Guggenheim Capital
Illinois
$298K +$84.6K +7,779 +40%
MML Investors Services
19
MML Investors Services
Massachusetts
$288K +$60.6K +5,574 +27%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$248K +$40.5K +3,725 +20%
MA
21
Mutual Advisors
Nebraska
$241K +$3.61K +332 +2%
GWM
22
Geneos Wealth Management
Colorado
$231K +$620 +57 +0.3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$147K +$22.4K +2,056 +18%
Bank of America
24
Bank of America
North Carolina
$144K -$15.7K -1,442 -10%
CPIG
25
Chicago Partners Investment Group
Illinois
$140K +$136K +12,527 New

JDD Hedge Fund Activity: Q4 2019 in Review

43 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q4 2019, worth a combined $28.7M — up 4.9% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JDD positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.56M. The largest seller was Private Advisor Group, exiting entirely with an estimated $1.69M sold.

  • 43 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q4 2019, up from 42 in Q3 2019.
  • Funds reported $28.7M of Nuveen Diversified Dividend and Income Fund stock for Q4 2019, up 4.9% quarter-over-quarter.
  • 7 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q4 2019 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q4 2019 was LPL Financial, an estimated $1.56M added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q4 2019 was Private Advisor Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q4 2019.