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JDD

Nuveen Diversified Dividend and Income Fund

Delisted

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

49 hedge funds and large institutions have $21.4M invested in Nuveen Diversified Dividend and Income Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

14% more funds holding

Funds holding: 4349 (+6)

25% less capital invested

Capital invested by funds: $28.7M → $21.4M (-$7.26M)

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
17
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.74M -$239K -24,473 -3%
Invesco
2
Invesco
Georgia
$1.74M +$99.4K +10,173 +4%
LPL Financial
3
LPL Financial
California
$1.51M +$28.3K +2,900 +1%
SFS
4
Shaker Financial Services
Virginia
$1.38M +$1.26M +129,251 +194%
Morgan Stanley
5
Morgan Stanley
New York
$1.29M -$744K -76,143 -29%
WAM
6
Wolverine Asset Management
Illinois
$993K +$1.09M +112,053 +386%
Osaic Holdings
7
Osaic Holdings
Arizona
$846K +$1.17M +119,987 New
Wells Fargo
8
Wells Fargo
California
$726K -$19.2K -1,965 -2%
RJA
9
Raymond James & Associates
Florida
$664K -$167K -17,126 -15%
MC
10
Matisse Capital
Oregon
$660K +$917K +93,813 New
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$602K +$19.5K +2,000 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$530K -$67.4K -6,897 -8%
LCM
13
Landscape Capital Management
New Jersey
$418K +$305K +31,235 +111%
COLIM
14
City of London Investment Management
United Kingdom
$411K +$178K +18,198 +45%
UBS Group
15
UBS Group
Switzerland
$351K -$46.7K -4,784 -9%
CRC
16
Curi RMB Capital
Illinois
$293K +$407K +41,659 New
Bank of America
17
Bank of America
North Carolina
$276K +$254K +25,957 +197%
ASN
18
Advisory Services Network
Georgia
$263K +$250K +25,555 +216%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$242K -$11.3K -1,155 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$229K -$20.3K -2,075 -6%
SPC
21
Sigma Planning Corp
Michigan
$199K +$276K +28,281 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$196K +$49.8K +5,100 +22%
GC
23
Guggenheim Capital
Illinois
$187K -$6.73K -689 -3%
Goldman Sachs
24
Goldman Sachs
New York
$164K +$228K +23,305 New
MA
25
Mutual Advisors
Nebraska
$146K -$13.1K -1,341 -6%

JDD Hedge Fund Activity: Q1 2020 in Review

49 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q1 2020, worth a combined $21.4M — down 25% from $28.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JDD positions and 4 closed out — a net gain of 8 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.26M. The largest seller was Morgan Stanley, cutting an estimated $744K.

  • 49 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q1 2020, up from 43 in Q4 2019.
  • Funds reported $21.4M of Nuveen Diversified Dividend and Income Fund stock for Q1 2020, down 25% quarter-over-quarter.
  • 12 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q1 2020 and 4 closed out, a net change of +8 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q1 2020 was Shaker Financial Services, an estimated $1.26M added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q1 2020 was Morgan Stanley, an estimated $744K sold.

Based on aggregated 13F filings for Q1 2020.