NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND
JSD
JSD was delisted on the 28th of July, 2023.
31 hedge funds and large institutions have $48.3M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
17% more capital invested
Capital invested by funds: $41.2M → $48.3M (+$7.03M)
7% more funds holding
Funds holding: 29 → 31 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.29M |
| 2 |
JP Morgan Chase
New York
|
+$3.47M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.42M |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$2.1M |
| 5 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$3.28M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.96M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$448K |
| 4 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
-$414K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $79K | +$25.8K | +1,516 | +47% |
|
|
ZA
27
Zazove Associates
Incline Village,
Nevada
| $32K | +$32.3K | +1,900 | New |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $17K | +$8.67K | +510 | +93% |
|
29
Creative Planning
Overland Park,
Kansas
| $10K | – | – | – |
|
30
ClearBridge Investments
New York
| $9K | – | – | – |
|
|
MA
31
MUFG Americas
New York
| $1K | – | – | – |
|
|
32
Barclays
London,
United Kingdom
| – | -$3.28M | -193,081 | Closed |
|
|
SFS
33
Shaker Financial Services
Arlington,
Virginia
| – | -$207K | -12,115 | Closed |
|
|
EML
34
Eos Management LP
New York
| – | -$182K | -10,597 | Closed |
|
|
MHS
35
M Holdings Securities
Portland,
Oregon
| – | -$23K | -1,342 | Closed |
|
JSD Hedge Fund Activity: Q4 2014 in Review
31 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q4 2014, worth a combined $48.3M — up 17% from $41.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JSD positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.29M. The largest seller was Barclays, exiting entirely with an estimated $3.28M sold.
- 31 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q4 2014, up from 29 in Q3 2014.
- Funds reported $48.3M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q4 2014, up 17% quarter-over-quarter.
- 8 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q4 2014 and 5 closed out, a net change of +3 holders.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q4 2014 was Morgan Stanley, an estimated $4.29M added.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q4 2014 was Barclays, an estimated $3.28M sold.
Based on aggregated 13F filings for Q4 2014.