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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

30 hedge funds and large institutions have $50.1M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3130 (-1)

9% less capital invested

Capital invested by funds: $54.8M → $50.1M (-$4.74M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
9
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.35M -$120K -7,788 -2%
MIG
2
Mariner Investment Group
New York
$5.26M -$748K -48,589 -13%
JP Morgan Chase
3
JP Morgan Chase
New York
$5.16M +$94.4K +6,127 +2%
Invesco
4
Invesco
Georgia
$4.49M -$574K -37,242 -12%
AAM
5
Advisors Asset Management
Colorado
$3.93M -$273K -17,726 -7%
RCM
6
Rivernorth Capital Management
Florida
$3.64M -$113K -7,365 -3%
GC
7
Guggenheim Capital
Illinois
$3.62M -$635K -41,242 -15%
Cohen & Steers
8
Cohen & Steers
New York
$2.94M +$276K +17,898 +11%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.78M +$2.46M +159,436 +898%
Wells Fargo
10
Wells Fargo
California
$1.91M +$69.3K +4,501 +4%
UBS Group
11
UBS Group
Switzerland
$1.49M +$6.22K +404 +0.4%
YMRC
12
Yorktown Management & Research Company
Virginia
$1.37M -$461K -29,909 -26%
RJA
13
Raymond James & Associates
Florida
$1.23M -$84.2K -5,470 -7%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.23M -$31K -2,011 -3%
CS
15
Comerica Securities
Michigan
$1.15M +$1.13M +73,437 New
CS
16
Credit Suisse
Switzerland
$759K +$277K +17,958 +59%
LPL Financial
17
LPL Financial
California
$721K -$469K -30,444 -40%
SFS
18
Shaker Financial Services
Virginia
$354K +$347K +22,500 New
Stifel Financial
19
Stifel Financial
Missouri
$314K +$308K +20,004 New
IA
20
IFP Advisors
Florida
$278K +$273K +17,700 New
CP
21
Camelot Portfolios
Ohio
$236K
AI
22
Atria Investments
North Carolina
$231K +$58.8K +3,818 +35%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$201K +$601 +39 +0.3%
Bank of America
24
Bank of America
North Carolina
$184K -$1.1M -71,673 -86%
Creative Planning
25
Creative Planning
Kansas
$141K -$9.63K -625 -6%

JSD Hedge Fund Activity: Q2 2016 in Review

30 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q2 2016, worth a combined $50.1M — down 8.6% from $54.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JSD and 6 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 9 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.46M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $3.07M sold.

  • 30 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q2 2016, down from 31 in Q1 2016.
  • Funds reported $50.1M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q2 2016, down 8.6% quarter-over-quarter.
  • 6 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q2 2016 and 7 closed out, a net change of -1 holder.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q2 2016 was Cambridge Investment Research Advisors, an estimated $2.46M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q2 2016 was Parametric Portfolio Associates, an estimated $3.07M sold.

Based on aggregated 13F filings for Q2 2016.