NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND
JSD
JSD was delisted on the 28th of July, 2023.
34 hedge funds and large institutions have $46.9M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 33 → 34 (+1)
5% more capital invested
Capital invested by funds: $44.8M → $46.9M (+$2.09M)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.5M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$522K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$344K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$224K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$701K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$242K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$83K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$68K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$65.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
26
Penserra Capital Management
Orinda,
California
| $185K | -$61.1K | -3,630 | -25% |
|
|
QCIG
27
Quad-Cities Investment Group
Davenport,
Iowa
| $92K | +$1.58K | +94 | +2% |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $60K | +$101 | +6 | +0.2% |
|
29
Citigroup
New York
| $11K | +$10.9K | +650 | New |
|
|
RCAG
30
Rehmann Capital Advisory Group
Lansing,
Michigan
| $4.04K | +$3.99K | +237 | New |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
|
FIA
32
FNY Investment Advisers
New York
| $3K | – | – | – |
|
|
VFA
33
Valeo Financial Advisors
Carmel,
Indiana
| $3K | +$3.37K | +200 | New |
|
|
SWP
34
Stratos Wealth Partners
Beachwood,
Ohio
| $2K | +$2.29K | +136 | New |
|
|
35
Envestnet Asset Management
Chicago,
Illinois
| – | -$242K | -14,269 | Closed |
|
|
CF
36
Centaurus Financial
Anaheim,
California
| – | -$68K | -4,024 | Closed |
|
37
SEI Investments
Oaks,
Pennsylvania
| – | -$19K | -1,100 | Closed |
|
|
GWM
38
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -200 | Closed |
|
JSD Hedge Fund Activity: Q3 2018 in Review
34 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q3 2018, worth a combined $46.9M — up 4.7% from $44.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JSD positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $1.5M. The largest seller was Advisors Asset Management, cutting an estimated $701K.
- 34 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q3 2018, up from 33 in Q2 2018.
- Funds reported $46.9M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q3 2018, up 4.7% quarter-over-quarter.
- 5 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q3 2018 and 4 closed out, a net change of +1 holder.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $1.5M added.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q3 2018 was Advisors Asset Management, an estimated $701K sold.
Based on aggregated 13F filings for Q3 2018.