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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 $48.9M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3031 (+1)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

2% less capital invested

Capital invested by funds: $50.1M → $48.9M (-$1.18M)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$7.05M +$2.15M +132,923 +46%
Morgan Stanley
2
Morgan Stanley
New York
$5.97M -$796K -49,312 -12%
JP Morgan Chase
3
JP Morgan Chase
New York
$5.62M +$96.6K +5,983 +2%
GC
4
Guggenheim Capital
Illinois
$4.93M +$1.01M +62,267 +27%
AAM
5
Advisors Asset Management
Colorado
$4.01M -$185K -11,438 -5%
Wells Fargo
6
Wells Fargo
California
$3.4M +$1.3M +80,830 +67%
Cohen & Steers
7
Cohen & Steers
New York
$3.35M +$185K +11,455 +6%
MIG
8
Mariner Investment Group
New York
$2.99M -$2.54M -157,092 -47%
UBS Group
9
UBS Group
Switzerland
$1.66M +$60K +3,717 +4%
YMRC
10
Yorktown Management & Research Company
Virginia
$1.47M
CS
11
Comerica Securities
Michigan
$1.41M +$161K +9,988 +14%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.23M -$79K -4,891 -6%
CS
13
Credit Suisse
Switzerland
$813K
RJA
14
Raymond James & Associates
Florida
$795K -$504K -31,196 -40%
LPL Financial
15
LPL Financial
California
$776K +$10.2K +634 +1%
ZA
16
Zazove Associates
Nevada
$684K
Baird Financial Group
17
Baird Financial Group
Wisconsin
$450K +$432K +26,745 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$360K -$2.51M -155,786 -88%
Bank of America
19
Bank of America
North Carolina
$323K +$121K +7,469 +64%
Stifel Financial
20
Stifel Financial
Missouri
$307K -$28.4K -1,758 -9%
IA
21
IFP Advisors
Florida
$291K -$6.46K -400 -2%
CP
22
Camelot Portfolios
Ohio
$253K
AI
23
Atria Investments
North Carolina
$224K -$23.2K -1,437 -10%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$212K -$2.86K -177 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$154K +$54.8K +3,395 +59%

JSD Hedge Fund Activity: Q3 2016 in Review

31 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q3 2016, worth a combined $48.9M — down 2.4% from $50.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JSD positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Invesco, adding an estimated $2.15M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.64M sold.

  • 31 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q3 2016, up from 30 in Q2 2016.
  • Funds reported $48.9M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q3 2016, down 2.4% quarter-over-quarter.
  • 3 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q3 2016 and 2 closed out, a net change of +1 holder.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q3 2016 was Invesco, an estimated $2.15M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q3 2016 was Rivernorth Capital Management, an estimated $3.64M sold.

Based on aggregated 13F filings for Q3 2016.