NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND
JSD
JSD was delisted on the 28th of July, 2023.
26 hedge funds and large institutions have $47.2M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 7 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
2% less capital invested
Capital invested by funds: $47.9M → $47.2M (-$727K)
19% less funds holding
Funds holding: 32 → 26 (-6)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.93M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.15M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.02M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$703K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$320K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Next Capital Management
New York
|
-$1.96M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.43M |
| 3 |
Morgan Stanley
New York
|
-$785K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$371K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$291K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
26
Montag & Associates
Atlanta,
Georgia
| $1K | – | – | – |
|
|
NCM
27
Next Capital Management
New York
| – | -$1.96M | -129,538 | Closed |
|
|
BI
28
Bulldog Investors
Saddle Brook,
New Jersey
| – | -$1.43M | -94,855 | Closed |
|
|
CCP
29
Clough Capital Partners
Boston,
Massachusetts
| – | -$371K | -24,540 | Closed |
|
30
Stifel Financial
St. Louis,
Missouri
| – | -$153K | -10,110 | Closed |
|
|
FIA
31
FNY Investment Advisers
New York
| – | -$30K | -2,000 | Closed |
|
|
AWA
32
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$3K | -235 | Closed |
|
|
JPLA
33
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$3K | -200 | Closed |
|
JSD Hedge Fund Activity: Q4 2021 in Review
26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q4 2021, worth a combined $47.2M — down 1.5% from $47.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JSD and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 10 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.93M. The largest seller was Next Capital Management, exiting entirely with an estimated $1.96M sold.
- 26 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q4 2021, down from 32 in Q3 2021.
- Funds reported $47.2M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q4 2021, down 1.5% quarter-over-quarter.
- 3 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q4 2021 and 7 closed out, a net change of -4 holders.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q4 2021 was Sit Investment Associates, an estimated $2.93M added.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q4 2021 was Next Capital Management, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2021.