NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND
JSD
JSD was delisted on the 28th of July, 2023.
31 hedge funds and large institutions have $54.8M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
5% more capital invested
Capital invested by funds: $52.2M → $54.8M (+$2.58M)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.47M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$871K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$863K |
| 4 |
Cohen & Steers
New York
|
+$605K |
| 5 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$577K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$988K |
| 2 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
-$905K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$582K |
| 4 |
Morgan Stanley
New York
|
-$481K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$423K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $105K | -$33.1K | -2,293 | -25% |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $38K | +$14.6K | +1,014 | +68% |
|
28
ClearBridge Investments
New York
| $8K | – | – | – |
|
|
AIG
29
American International Group
New York
| $4K | -$72.7K | -5,041 | -95% |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $3K | +$2.88K | +200 | New |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| – | -$349K | -23,500 | Closed |
|
|
WAM
32
Weiss Asset Management
Boston,
Massachusetts
| – | -$177K | -11,913 | Closed |
|
33
Squarepoint
New York
| – | -$176K | -11,900 | Closed |
|
34
Citigroup
New York
| – | -$8.99K | -624 | -95% |
|
JSD Hedge Fund Activity: Q1 2016 in Review
31 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q1 2016, worth a combined $54.8M — up 4.9% from $52.2M a quarter earlier.
Fund positioning in JSD was balanced in Q1 2016: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.47M. The largest seller was Advisors Asset Management, cutting an estimated $988K.
- 31 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $54.8M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q1 2016, up 4.9% quarter-over-quarter.
- 3 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q1 2016 and 3 closed out, a net change of 0 holders.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q1 2016 was Wells Fargo, an estimated $1.47M added.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q1 2016 was Advisors Asset Management, an estimated $988K sold.
Based on aggregated 13F filings for Q1 2016.