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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

40 hedge funds and large institutions have $45.7M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $43.6M → $45.7M (+$2.07M)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$227K +$227K +19,646 New
HI
27
Harbour Investments
Wisconsin
$225K -$11.1K -957 -5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$221K +$221K +19,110 New
Osaic Holdings
29
Osaic Holdings
Arizona
$196K +$13.3K +1,150 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$173K -$602 -52 -0.3%
Stifel Financial
31
Stifel Financial
Missouri
$147K +$15.6K +1,346 +12%
MC
32
Matisse Capital
Oregon
$140K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$139K -$239K -20,620 -63%
LFAS
34
Level Four Advisory Services
Texas
$133K +$428 +37 +0.3%
UBS Group
35
UBS Group
Switzerland
$101K -$88.1K -7,615 -47%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$67K
CMP
37
Coston McIsaac & Partners
Maine
$7K
JP Morgan Chase
38
JP Morgan Chase
New York
$4.9K -$266 -23 -5%
Bank of America
39
Bank of America
North Carolina
$4.66K
FIA
40
FNY Investment Advisers
New York
$1K
MA
41
Montag & Associates
Georgia
$8 -$833 -72 Closed
OCM
42
Oaktree Capital Management
California
-$5.97M -509,049 Closed
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
-$212K -18,053 Closed
SPIA
44
Steward Partners Investment Advisory
New York
-$98.5K -8,400 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
-$12.5K -1,067 Closed
ASN
46
Advisory Services Network
Georgia
-$7.07K -603 Closed

JSD Hedge Fund Activity: Q2 2023 in Review

40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q2 2023, worth a combined $45.7M — up 4.7% from $43.6M a quarter earlier.

Fund positioning in JSD was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $4M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $5.97M sold.

  • 40 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $45.7M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 6 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q2 2023 was Rivernorth Capital Management, an estimated $4M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q2 2023 was Oaktree Capital Management, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2023.