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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

35 hedge funds and large institutions have $46.6M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

13% more funds holding

Funds holding: 3135 (+4)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

5% less capital invested

Capital invested by funds: $48.9M → $46.6M (-$2.34M)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.15M +$1.96M +116,424 +40%
Invesco
2
Invesco
Georgia
$6.04M -$1.24M -73,544 -18%
JP Morgan Chase
3
JP Morgan Chase
New York
$5.95M +$100K +5,960 +2%
Morgan Stanley
4
Morgan Stanley
New York
$4.81M -$1.34M -79,515 -22%
AAM
5
Advisors Asset Management
Colorado
$4.7M +$512K +30,396 +13%
Cohen & Steers
6
Cohen & Steers
New York
$3.48M
Wells Fargo
7
Wells Fargo
California
$2.57M -$933K -55,396 -27%
CS
8
Comerica Securities
Michigan
$1.46M -$2.14K -127 -0.2%
UBS Group
9
UBS Group
Switzerland
$1.42M -$291K -17,301 -18%
Bank of America
10
Bank of America
North Carolina
$1.33M +$956K +56,786 +296%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.22M +$1.17M +69,595 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.04M -$233K -13,847 -19%
LPL Financial
13
LPL Financial
California
$901K +$65.2K +3,875 +8%
ZA
14
Zazove Associates
Nevada
$711K +$684K +40,640 New
Baird Financial Group
15
Baird Financial Group
Wisconsin
$483K +$14.3K +848 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$374K
RJA
17
Raymond James & Associates
Florida
$373K -$435K -25,849 -55%
MIG
18
Mariner Investment Group
New York
$349K -$2.65M -157,565 -89%
CS
19
Credit Suisse
Switzerland
$304K -$520K -30,902 -64%
IA
20
IFP Advisors
Florida
$303K
Stifel Financial
21
Stifel Financial
Missouri
$272K -$44.4K -2,635 -14%
CP
22
Camelot Portfolios
Ohio
$262K
AI
23
Atria Investments
North Carolina
$239K +$5.29K +314 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$239K +$75.9K +4,505 +49%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$224K +$2.98K +177 +1%

JSD Hedge Fund Activity: Q4 2016 in Review

35 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q4 2016, worth a combined $46.6M — down 4.8% from $48.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JSD positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.96M. The largest seller was Mariner Investment Group, cutting an estimated $2.65M.

  • 35 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q4 2016, up from 31 in Q3 2016.
  • Funds reported $46.6M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q4 2016, down 4.8% quarter-over-quarter.
  • 7 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q4 2016 and 3 closed out, a net change of +4 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q4 2016 was Guggenheim Capital, an estimated $1.96M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q4 2016 was Mariner Investment Group, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2016.