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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

27 hedge funds and large institutions have $53.5M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

11% more capital invested

Capital invested by funds: $48.3M → $53.5M (+$5.27M)

13% less funds holding

Funds holding: 3127 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
10
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.5M -$66.3K -3,899 -0.6%
Invesco
2
Invesco
Georgia
$7.39M +$1.57M +92,496 +27%
Morgan Stanley
3
Morgan Stanley
New York
$6.71M +$757K +44,546 +13%
MIG
4
Mariner Investment Group
New York
$6.3M -$1.51K -89 -0%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.75M +$1.24M +73,203 +36%
NCM
6
Newgate Capital Management
Connecticut
$3.59M -$11.5K -678 -0.3%
AAM
7
Advisors Asset Management
Colorado
$2.84M -$644K -37,910 -19%
PPA
8
Parametric Portfolio Associates
Washington
$1.77M +$3.67K +216 +0.2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.64M +$1.61M +94,701 +8,934%
Cohen & Steers
10
Cohen & Steers
New York
$1.43M
BI
11
BlueSpruce Investments
Illinois
$1.18M
LPL Financial
12
LPL Financial
California
$921K +$8.4K +494 +0.9%
RCM
13
Rivernorth Capital Management
Florida
$818K -$25.1K -1,477 -3%
UBS Group
14
UBS Group
Switzerland
$724K +$33.3K +1,959 +5%
Bank of America
15
Bank of America
North Carolina
$702K +$70.7K +4,157 +11%
AA
16
AQR Arbitrage
Connecticut
$627K +$622K +36,563 New
Wells Fargo
17
Wells Fargo
California
$486K +$214K +12,609 +80%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$240K -$6.38K -375 -3%
YMRC
19
Yorktown Management & Research Company
Virginia
$223K +$221K +13,000 New
LCM
20
Landscape Capital Management
New Jersey
$210K -$27.1K -1,596 -12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$202K -$43.2K -2,543 -18%
PIA
22
Peachtree Investment Advisors
Georgia
$120K
Citigroup
23
Citigroup
New York
$81K -$714 -42 -0.9%
Creative Planning
24
Creative Planning
Kansas
$11K
ClearBridge Investments
25
ClearBridge Investments
New York
$10K

JSD Hedge Fund Activity: Q1 2015 in Review

27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q1 2015, worth a combined $53.5M — up 11% from $48.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JSD and 3 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $1.61M. The largest seller was Advisors Asset Management, cutting an estimated $644K.

  • 27 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q1 2015, down from 31 in Q4 2014.
  • Funds reported $53.5M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q1 2015, up 11% quarter-over-quarter.
  • 3 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q1 2015 and 7 closed out, a net change of -4 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q1 2015 was Ladenburg Thalmann Financial Services, an estimated $1.61M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q1 2015 was Advisors Asset Management, an estimated $644K sold.

Based on aggregated 13F filings for Q1 2015.