NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND
JSD
JSD was delisted on the 28th of July, 2023.
35 hedge funds and large institutions have $46.6M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
13% more funds holding
Funds holding: 31 → 35 (+4)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
5% less capital invested
Capital invested by funds: $48.9M → $46.6M (-$2.34M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.96M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.17M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$956K |
| 4 |
ZA
Zazove Associates
Incline Village,
Nevada
|
+$684K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$512K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$2.65M |
| 2 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$1.47M |
| 3 |
Morgan Stanley
New York
|
-$1.34M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.24M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$933K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $157K | – | – | – |
|
|
AA
27
Advisory Alpha
Holland,
Michigan
| $68K | +$64.3K | +3,819 | New |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $61K | +$58.9K | +3,500 | New |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $39K | +$37.9K | +2,250 | New |
|
|
GAM
30
Gemmer Asset Management
Walnut Creek,
California
| $29K | +$28.1K | +1,666 | New |
|
|
SIA
31
SeaBridge Investment Advisors
Summit,
New Jersey
| $11K | – | – | – |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $7K | +$6.74K | +400 | New |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
|
PCM
34
Penserra Capital Management
Orinda,
California
| $2K | +$286 | +17 | +12% |
|
35
SEI Investments
Oaks,
Pennsylvania
| $1K | – | – | – |
|
|
YMRC
36
Yorktown Management & Research Company
Forest,
Virginia
| – | -$1.47M | -87,091 | Closed |
|
|
AG
37
Advisor Group
Phoenix,
Arizona
| – | -$4K | -257 | Closed |
|
38
Citigroup
New York
| – | -$1K | -34 | Closed |
|
JSD Hedge Fund Activity: Q4 2016 in Review
35 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q4 2016, worth a combined $46.6M — down 4.8% from $48.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JSD positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.96M. The largest seller was Mariner Investment Group, cutting an estimated $2.65M.
- 35 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q4 2016, up from 31 in Q3 2016.
- Funds reported $46.6M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q4 2016, down 4.8% quarter-over-quarter.
- 7 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q4 2016 and 3 closed out, a net change of +4 holders.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q4 2016 was Guggenheim Capital, an estimated $1.96M added.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q4 2016 was Mariner Investment Group, an estimated $2.65M sold.
Based on aggregated 13F filings for Q4 2016.