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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 $44M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

0% more capital invested

Capital invested by funds: $43.8M → $44M (+$160K)

13% less funds holding

Funds holding: 4035 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.1M -$25K -1,490 -0.2%
JP Morgan Chase
2
JP Morgan Chase
New York
$6.3M +$130K +7,754 +2%
AAM
3
Advisors Asset Management
Colorado
$4.83M -$137K -8,186 -3%
Invesco
4
Invesco
Georgia
$3.76M -$58.3K -3,480 -2%
Cohen & Steers
5
Cohen & Steers
New York
$3.55M -$26.3K -1,569 -0.7%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.25M +$15.2K +906 +0.7%
SIA
7
Sit Investment Associates
Minnesota
$2.12M +$1.9M +113,616 +939%
CS
8
Comerica Securities
Michigan
$1.94M +$253K +15,127 +15%
Morgan Stanley
9
Morgan Stanley
New York
$1.55M +$67.4K +4,025 +5%
First Trust Advisors
10
First Trust Advisors
Illinois
$1.08M +$24.2K +1,444 +2%
LPL Financial
11
LPL Financial
California
$1.02M +$195K +11,667 +24%
Wells Fargo
12
Wells Fargo
California
$845K +$340K +20,325 +68%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$565K +$89.9K +5,367 +19%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$517K +$19.2K +1,144 +4%
UBS Group
15
UBS Group
Switzerland
$428K -$84 -5 -0%
FCH
16
Freestone Capital Holdings
Washington
$428K +$368 +22 +0.1%
Ameriprise
17
Ameriprise
Minnesota
$330K +$21.4K +1,276 +7%
SG Americas Securities
18
SG Americas Securities
New York
$317K -$234K -13,969 -43%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$286K -$6.7K -400 -2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$277K +$30.1K +1,800 +12%
CP
21
Camelot Portfolios
Ohio
$253K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$241K +$29.5K +1,764 +14%
Bank of America
23
Bank of America
North Carolina
$217K -$690K -41,186 -76%
ASN
24
Advisory Services Network
Georgia
$186K -$16.7K -1,000 -8%
PCM
25
Penserra Capital Management
California
$183K +$81.8K +4,884 +81%

JSD Hedge Fund Activity: Q1 2018 in Review

35 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q1 2018, worth a combined $44M — up 0.37% from $43.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JSD and 2 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.9M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $875K sold.

  • 35 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q1 2018, down from 40 in Q4 2017.
  • Funds reported $44M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q1 2018, up 0.37% quarter-over-quarter.
  • 2 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q1 2018 and 7 closed out, a net change of -5 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q1 2018 was Sit Investment Associates, an estimated $1.9M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q1 2018 was Cetera Advisor Networks, an estimated $875K sold.

Based on aggregated 13F filings for Q1 2018.