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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

31 hedge funds and large institutions have $52.2M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more funds holding

Funds holding: 2931 (+2)

1% less capital invested

Capital invested by funds: $53M → $52.2M (-$794K)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.6M +$449K +30,058 +7%
Invesco
2
Invesco
Georgia
$5.39M -$1.31M -87,373 -19%
MIG
3
Mariner Investment Group
New York
$5.37M
AAM
4
Advisors Asset Management
Colorado
$4.98M +$1.2M +80,334 +31%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.33M +$82.7K +5,535 +2%
GC
6
Guggenheim Capital
Illinois
$4.31M -$1.64M -109,576 -27%
NCM
7
Newgate Capital Management
Connecticut
$3.77M +$125K +8,343 +3%
RCM
8
Rivernorth Capital Management
Florida
$3.37M +$373K +24,930 +12%
PPA
9
Parametric Portfolio Associates
Washington
$2.12M +$810K +54,185 +61%
Cohen & Steers
10
Cohen & Steers
New York
$1.89M +$19.4K +1,300 +1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.28M -$105K -7,031 -8%
Bank of America
12
Bank of America
North Carolina
$1.22M -$1.29M -86,127 -51%
YMRC
13
Yorktown Management & Research Company
Virginia
$1.14M -$232K -15,500 -17%
LPL Financial
14
LPL Financial
California
$1.14M +$402K +26,901 +54%
RJA
15
Raymond James & Associates
Florida
$1.04M +$1.05M +70,230 New
LCM
16
Landscape Capital Management
New Jersey
$967K +$547K +36,620 +128%
AA
17
AQR Arbitrage
Connecticut
$847K +$184K +12,308 +27%
UBS Group
18
UBS Group
Switzerland
$505K +$90.5K +6,052 +22%
IA
19
IFP Advisors
Florida
$349K +$351K +23,500 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$222K -$43.4K -2,903 -16%
CP
21
Camelot Portfolios
Ohio
$222K
Wells Fargo
22
Wells Fargo
California
$218K -$88.3K -5,907 -29%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$189K
WAM
24
Weiss Asset Management
Massachusetts
$177K +$178K +11,913 New
Squarepoint
25
Squarepoint
New York
$176K +$178K +11,900 New

JSD Hedge Fund Activity: Q4 2015 in Review

31 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q4 2015, worth a combined $52.2M — down 1.5% from $53M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JSD positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.2M. The largest seller was Guggenheim Capital, cutting an estimated $1.64M.

  • 31 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q4 2015, up from 29 in Q3 2015.
  • Funds reported $52.2M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q4 2015, down 1.5% quarter-over-quarter.
  • 6 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q4 2015 and 4 closed out, a net change of +2 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q4 2015 was Advisors Asset Management, an estimated $1.2M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q4 2015 was Guggenheim Capital, an estimated $1.64M sold.

Based on aggregated 13F filings for Q4 2015.