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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

33 hedge funds and large institutions have $45.4M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

2% less capital invested

Capital invested by funds: $46.6M → $45.4M (-$1.13M)

6% less funds holding

Funds holding: 3533 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$9.98M +$2.74M +151,902 +37%
JP Morgan Chase
2
JP Morgan Chase
New York
$6.16M +$109K +6,033 +2%
AAM
3
Advisors Asset Management
Colorado
$5.76M +$988K +54,831 +20%
Invesco
4
Invesco
Georgia
$4.83M -$1.33M -73,616 -21%
Cohen & Steers
5
Cohen & Steers
New York
$3.77M +$237K +13,147 +7%
Morgan Stanley
6
Morgan Stanley
New York
$2.38M -$2.55M -141,241 -51%
CS
7
Comerica Securities
Michigan
$1.72M +$244K +13,546 +16%
Bank of America
8
Bank of America
North Carolina
$1.58M +$235K +13,029 +17%
Wells Fargo
9
Wells Fargo
California
$1.55M -$1.07M -59,654 -41%
First Trust Advisors
10
First Trust Advisors
Illinois
$1.4M +$166K +9,213 +13%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.36M +$311K +17,232 +29%
LPL Financial
12
LPL Financial
California
$990K +$84.6K +4,693 +9%
UBS Group
13
UBS Group
Switzerland
$926K -$527K -29,244 -36%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$489K -$1.77K -98 -0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$380K -$901 -50 -0.2%
IA
16
IFP Advisors
Florida
$308K
Stifel Financial
17
Stifel Financial
Missouri
$287K +$8.97K +498 +3%
CP
18
Camelot Portfolios
Ohio
$267K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$266K +$22.8K +1,266 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$228K +$937 +52 +0.4%
Ameriprise
21
Ameriprise
Minnesota
$224K +$226K +12,569 New
Creative Planning
22
Creative Planning
Kansas
$160K
ASN
23
Advisory Services Network
Georgia
$141K +$142K +7,902 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$63K
ZA
25
Zazove Associates
Nevada
$54K -$678K -37,633 -93%

JSD Hedge Fund Activity: Q1 2017 in Review

33 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q1 2017, worth a combined $45.4M — down 2.4% from $46.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JSD and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 13 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.74M. The largest seller was Morgan Stanley, cutting an estimated $2.55M.

  • 33 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q1 2017, down from 35 in Q4 2016.
  • Funds reported $45.4M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q1 2017, down 2.4% quarter-over-quarter.
  • 4 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q1 2017 and 6 closed out, a net change of -2 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q1 2017 was Guggenheim Capital, an estimated $2.74M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q1 2017 was Morgan Stanley, an estimated $2.55M sold.

Based on aggregated 13F filings for Q1 2017.