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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

37 hedge funds and large institutions have $44.1M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

6% less capital invested

Capital invested by funds: $46.9M → $44.1M (-$2.83M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$11M +$56.5K +3,236 +0.5%
JP Morgan Chase
2
JP Morgan Chase
New York
$6.21M +$112K +6,430 +2%
AAM
3
Advisors Asset Management
Colorado
$5.16M -$6.3K -361 -0.1%
Cohen & Steers
4
Cohen & Steers
New York
$3.68M
Invesco
5
Invesco
Georgia
$3.11M -$564K -32,334 -15%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.37M +$40.8K +2,341 +2%
CS
7
Comerica Securities
Michigan
$1.78M -$141K -8,101 -7%
Morgan Stanley
8
Morgan Stanley
New York
$1.69M -$129K -7,366 -7%
Bank of America
9
Bank of America
North Carolina
$1.2M -$444K -25,438 -27%
First Trust Advisors
10
First Trust Advisors
Illinois
$1.16M -$376K -21,568 -24%
Wells Fargo
11
Wells Fargo
California
$654K -$98.2K -5,626 -13%
LPL Financial
12
LPL Financial
California
$641K +$87 +5 +0%
FCH
13
Freestone Capital Holdings
Washington
$568K
UBS Group
14
UBS Group
Switzerland
$440K -$105 -6 -0%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$371K
NL
16
NWAM LLC
Washington
$361K -$53K -3,037 -13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$351K -$14.2K -816 -4%
AWM
18
AE Wealth Management
Kansas
$305K -$9.77K -560 -3%
DA
19
Doliver Advisors
Texas
$305K +$307K +17,572 New
IA
20
IFP Advisors
Florida
$295K
SG Americas Securities
21
SG Americas Securities
New York
$270K +$4.55K +261 +2%
Stifel Financial
22
Stifel Financial
Missouri
$266K -$12.7K -730 -5%
CP
23
Camelot Portfolios
Ohio
$261K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$248K +$29.2K +1,675 +13%
Ameriprise
25
Ameriprise
Minnesota
$220K

JSD Hedge Fund Activity: Q3 2017 in Review

37 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q3 2017, worth a combined $44.1M — down 6% from $46.9M a quarter earlier.

Fund positioning in JSD was balanced in Q3 2017: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 13 trimmed.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $307K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $762K sold.

  • 37 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $44.1M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q3 2017, down 6% quarter-over-quarter.
  • 4 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q3 2017 and 4 closed out, a net change of 0 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q3 2017 was Doliver Advisors, an estimated $307K added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q3 2017 was Raymond James Financial Services Advisors, an estimated $762K sold.

Based on aggregated 13F filings for Q3 2017.