NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND
JSD
JSD was delisted on the 28th of July, 2023.
29 hedge funds and large institutions have $49.8M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
12% more funds holding
Funds holding: 26 → 29 (+3)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
5% more capital invested
Capital invested by funds: $47.2M → $49.8M (+$2.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.18M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.16M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$903K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$578K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$551K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
-$639K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$489K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$210K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$182K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$101K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $38K | -$44.1K | -3,055 | -54% |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $9K | +$101 | +7 | +1% |
|
28
JP Morgan Chase
New York
| $6K | – | – | – |
|
|
MA
29
Montag & Associates
Atlanta,
Georgia
| $1K | – | – | – |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$210K | -14,174 | Closed |
|
|
SWM
31
Spire Wealth Management
Mclean,
Virginia
| – | -$59K | -3,976 | Closed |
|
|
CA
32
CoreCap Advisors
Southfield,
Michigan
| – | -$42K | -2,850 | Closed |
|
JSD Hedge Fund Activity: Q1 2022 in Review
29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q1 2022, worth a combined $49.8M — up 5.5% from $47.2M 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 9 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $1.18M. The largest seller was Matisse Capital, cutting an estimated $639K.
- 29 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q1 2022, up from 26 in Q4 2021.
- Funds reported $49.8M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q1 2022, up 5.5% quarter-over-quarter.
- 7 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q1 2022 and 3 closed out, a net change of +4 holders.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q1 2022 was Thomas J. Herzfeld Advisors, an estimated $1.18M added.
- The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q1 2022 was Matisse Capital, an estimated $639K sold.
Based on aggregated 13F filings for Q1 2022.