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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

29 hedge funds and large institutions have $53M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

2% less capital invested

Capital invested by funds: $53.8M → $53M (-$809K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
11
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$6.86M -$579K -36,116 -7%
Morgan Stanley
2
Morgan Stanley
New York
$6.31M +$168K +10,471 +3%
GC
3
Guggenheim Capital
Illinois
$6.09M -$733K -45,730 -10%
MIG
4
Mariner Investment Group
New York
$5.51M -$131K -8,176 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.36M +$81.4K +5,074 +2%
AAM
6
Advisors Asset Management
Colorado
$3.89M +$713K +44,453 +21%
NCM
7
Newgate Capital Management
Connecticut
$3.74M +$657K +40,946 +20%
RCM
8
Rivernorth Capital Management
Florida
$3.07M +$827K +51,575 +34%
Bank of America
9
Bank of America
North Carolina
$2.56M +$2.06M +128,447 +324%
Cohen & Steers
10
Cohen & Steers
New York
$1.92M +$462K +28,801 +30%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.44M -$2.33K -145 -0.2%
YMRC
12
Yorktown Management & Research Company
Virginia
$1.41M
PPA
13
Parametric Portfolio Associates
Washington
$1.35M -$76.5K -4,771 -5%
LPL Financial
14
LPL Financial
California
$746K -$14.4K -900 -2%
AA
15
AQR Arbitrage
Connecticut
$682K +$129K +8,045 +22%
BI
16
BlueSpruce Investments
Illinois
$478K -$595K -37,100 -54%
LCM
17
Landscape Capital Management
New Jersey
$435K +$210K +13,103 +85%
UBS Group
18
UBS Group
Switzerland
$426K +$1.4K +87 +0.3%
Wells Fargo
19
Wells Fargo
California
$314K -$24.8K -1,546 -7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$272K +$15.2K +949 +6%
DA
21
Doliver Advisors
Texas
$252K +$265K +16,542 New
CP
22
Camelot Portfolios
Ohio
$228K
SFS
23
Shaker Financial Services
Virginia
$201K +$212K +13,202 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$194K -$15.6K -971 -7%
Creative Planning
25
Creative Planning
Kansas
$146K +$154K +9,625 New

JSD Hedge Fund Activity: Q3 2015 in Review

29 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q3 2015, worth a combined $53M — down 1.5% from $53.8M a quarter earlier.

Fund positioning in JSD was balanced in Q3 2015: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $2.06M. The largest seller was Guggenheim Capital, cutting an estimated $733K.

  • 29 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $53M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q3 2015, down 1.5% quarter-over-quarter.
  • 4 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q3 2015 and 4 closed out, a net change of 0 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q3 2015 was Bank of America, an estimated $2.06M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q3 2015 was Guggenheim Capital, an estimated $733K sold.

Based on aggregated 13F filings for Q3 2015.