We are live on ! Find out more
JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND
JSD

Delisted

JSD was delisted on the 28th of July, 2023.

Back to rankings

40 hedge funds and large institutions have $43.8M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

8% more funds holding

Funds holding: 37 → 40 (+3)

1% less capital invested

Capital invested by funds: $44.1M → $43.8M (-$259K)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$898K
2
Invesco
Invesco
Georgia
+$804K
3
WAM
Wolverine Asset Management
Illinois
+$519K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$504K
5
SG Americas Securities
SG Americas Securities
New York
+$294K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$565K
2
NL
NWAM LLC
Washington
-$361K
3
AWM
AE Wealth Management
Kansas
-$305K
4
DA
Doliver Advisors
Texas
-$305K
5
IA
IFP Advisors
Florida
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$226K +$233K +13,613 New
FAIM
27
Financial Advocates Investment Management
Washington
$215K +$222K +12,985 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$208K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$201K +$13.7K +803 +7%
SIA
30
Sit Investment Associates
Minnesota
$201K +$207K +12,100 New
ASN
31
Advisory Services Network
Georgia
$200K -$3.85K -225 -2%
MIG
32
Mariner Investment Group
New York
$195K +$200K +11,724 New
PCM
33
Penserra Capital Management
California
$99K +$43.3K +2,530 +73%
IWM
34
IHT Wealth Management
Illinois
$65K -$2.09K -122 -3%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$58K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$33K -$14.5K -850 -30%
SEI Investments
37
SEI Investments
Pennsylvania
$18K +$18.8K +1,100 New
GRP
38
Global Retirement Partners
California
$7K – – –
IA
39
IFP Advisors
Florida
$4K -$287K -16,760 -99%
GWM
40
Geneos Wealth Management
Colorado
$3K – – –
NL
41
NWAM LLC
Washington
– -$361K -20,758 Closed
DA
42
Doliver Advisors
Texas
– -$305K -17,572 Closed
AWM
43
AE Wealth Management
Kansas
– -$305K -17,567 Closed
Stifel Financial
44
Stifel Financial
Missouri
– -$266K -15,446 Closed
ICOA
45
Investment Centers of America
North Dakota
– -$207K -11,906 Closed
GAM
46
Gemmer Asset Management
California
– -$79K -4,566 Closed
1
2

JSD Hedge Fund Activity: Q4 2017 in Review

40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q4 2017, worth a combined $43.8M — down 0.59% from $44.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JSD positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $898K. The largest seller was Guggenheim Capital, cutting an estimated $565K.

  • 40 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q4 2017, up from 37 in Q3 2017.
  • Funds reported $43.8M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q4 2017, down 0.59% quarter-over-quarter.
  • 9 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q4 2017 and 6 closed out, a net change of +3 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q4 2017 was Cetera Advisor Networks, an estimated $898K added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q4 2017 was Guggenheim Capital, an estimated $565K sold.

Based on aggregated 13F filings for Q4 2017.