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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

23 hedge funds and large institutions have $46.4M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding

Funds holding: 1723 (+6)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

4% more capital invested

Capital invested by funds: $44.8M → $46.4M (+$1.58M)

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$19.3M +$192K +9,930 +1%
AAM
2
Advisors Asset Management
Colorado
$4.78M -$1.32M -68,223 -21%
Cohen & Steers
3
Cohen & Steers
New York
$4.37M +$128K +6,623 +3%
Barclays
4
Barclays
United Kingdom
$3.99M +$866K +44,708 +27%
Invesco
5
Invesco
Georgia
$3.62M -$448K -23,133 -11%
Morgan Stanley
6
Morgan Stanley
New York
$1.94M +$196K +10,113 +11%
NCM
7
Newgate Capital Management
Connecticut
$1.9M +$1.93M +99,529 New
LPL Financial
8
LPL Financial
California
$1.18M +$777K +40,156 +174%
NVIM
9
New Vernon Investment Management
Illinois
$1.13M
U
10
UBS
Switzerland
$985K -$428K -22,127 -30%
First Trust Advisors
11
First Trust Advisors
Illinois
$762K -$108K -5,571 -12%
Wells Fargo
12
Wells Fargo
California
$642K +$95.9K +4,951 +17%
Bank of America
13
Bank of America
North Carolina
$613K -$76.2K -3,935 -11%
PPA
14
Parametric Portfolio Associates
Washington
$463K +$469K +24,208 New
DA
15
Doliver Advisors
Texas
$229K +$232K +11,973 New
WAM
16
Wolverine Asset Management
Illinois
$159K +$162K +8,353 New
Ameriprise
17
Ameriprise
Minnesota
$132K +$24.9K +1,287 +23%
SC
18
Selz Capital
New York
$76K +$77.4K +4,000 New
Citigroup
19
Citigroup
New York
$69K +$968 +50 +1%
PFO
20
Pathstone Family Office
New Jersey
$42K +$41.1K +2,124 New
TRCT
21
Tower Research Capital (TRC)
New York
$13K -$4.34K -224 -25%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$11K -$9.2K -475 -46%
ClearBridge Investments
23
ClearBridge Investments
New York
$11K

JSD Hedge Fund Activity: Q3 2013 in Review

23 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q3 2013, worth a combined $46.4M — up 3.5% from $44.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JSD positions and 0 closed out — a net gain of 6 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Newgate Capital Management, opening a new position worth an estimated $1.93M. The largest seller was Advisors Asset Management, cutting an estimated $1.32M.

  • 23 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q3 2013, up from 17 in Q2 2013.
  • Funds reported $46.4M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q3 2013, up 3.5% quarter-over-quarter.
  • 6 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q3 2013 and 0 closed out, a net change of +6 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q3 2013 was Newgate Capital Management, an estimated $1.93M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q3 2013 was Advisors Asset Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2013.