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JDD

Nuveen Diversified Dividend and Income Fund

Delisted

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

56 hedge funds and large institutions have $36.8M invested in Nuveen Diversified Dividend and Income Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 5456 (+2)

4% more capital invested

Capital invested by funds: $35.4M → $36.8M (+$1.34M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$14.8M +$15.7K +1,742 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$2.6M -$59.8K -6,642 -2%
LPL Financial
3
LPL Financial
California
$2.15M -$4.79K -532 -0.2%
AAM
4
Advisors Asset Management
Colorado
$1.72M -$2.32M -257,678 -59%
Bank of America
5
Bank of America
North Carolina
$1.63M +$147K +16,342 +10%
PPA
6
Parametric Portfolio Associates
Washington
$1.38M +$1.05M +116,805 +414%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.34M +$83.5K +9,272 +7%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$1.01M +$72.1K +8,000 +8%
MC
9
Matisse Capital
Oregon
$889K
Wells Fargo
10
Wells Fargo
California
$657K -$43.4K -4,813 -6%
Osaic Holdings
11
Osaic Holdings
Arizona
$642K +$6.64K +737 +1%
RJA
12
Raymond James & Associates
Florida
$639K -$183K -20,352 -23%
RCM
13
Rivernorth Capital Management
Florida
$551K +$523K +58,108 New
SFS
14
Shaker Financial Services
Virginia
$540K +$313K +34,689 +156%
MIG
15
Mariner Investment Group
New York
$447K +$425K +47,134 New
COLIM
16
City of London Investment Management
United Kingdom
$432K
Invesco
17
Invesco
Georgia
$402K -$521K -57,855 -58%
UBS Group
18
UBS Group
Switzerland
$402K -$16.2K -1,793 -4%
CCP
19
Clough Capital Partners
Massachusetts
$388K
SPC
20
Sigma Planning Corp
Michigan
$363K
CFA
21
Carroll Financial Associates
North Carolina
$347K -$24.3K -2,700 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$342K +$7.78K +864 +2%
AA
23
AQR Arbitrage
Connecticut
$292K -$238K -26,435 -46%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$269K +$13.7K +1,516 +6%
SPIA
25
Steward Partners Investment Advisory
New York
$249K +$209K +23,147 +741%

JDD Hedge Fund Activity: Q1 2021 in Review

56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Diversified Dividend and Income Fund (JDD) for Q1 2021, worth a combined $36.8M — up 3.8% from $35.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JDD positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.05M. The largest seller was Advisors Asset Management, cutting an estimated $2.32M.

  • 56 institutional investors held Nuveen Diversified Dividend and Income Fund (JDD) as of Q1 2021, up from 54 in Q4 2020.
  • Funds reported $36.8M of Nuveen Diversified Dividend and Income Fund stock for Q1 2021, up 3.8% quarter-over-quarter.
  • 7 funds opened new Nuveen Diversified Dividend and Income Fund positions in Q1 2021 and 5 closed out, a net change of +2 holders.
  • The largest Nuveen Diversified Dividend and Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $1.05M added.
  • The largest Nuveen Diversified Dividend and Income Fund seller in Q1 2021 was Advisors Asset Management, an estimated $2.32M sold.

Based on aggregated 13F filings for Q1 2021.