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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

40 hedge funds and large institutions have $42M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

18% more funds holding

Funds holding: 3440 (+6)

10% less capital invested

Capital invested by funds: $46.9M → $42M (-$4.82M)

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.32M -$1.78M -113,459 -20%
JP Morgan Chase
2
JP Morgan Chase
New York
$5.66M +$125K +7,928 +2%
Invesco
3
Invesco
Georgia
$4.83M +$1.42M +90,533 +37%
AAM
4
Advisors Asset Management
Colorado
$3.9M -$102K -6,465 -2%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.17M -$18K -1,146 -0.5%
Cohen & Steers
6
Cohen & Steers
New York
$3.02M
Morgan Stanley
7
Morgan Stanley
New York
$1.57M +$271K +17,234 +19%
WAM
8
Wolverine Asset Management
Illinois
$1.47M +$1.61M +102,670 New
SFS
9
Shaker Financial Services
Virginia
$1.14M +$1.25M +79,286 New
SIA
10
Sit Investment Associates
Minnesota
$1.13M -$220 -14 -0%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.04M -$76.7K -4,884 -6%
CRC
12
Curi RMB Capital
Illinois
$837K +$917K +58,378 New
Ameriprise
13
Ameriprise
Minnesota
$724K +$304K +19,346 +62%
CAN
14
Cetera Advisor Networks
California
$689K -$33K -2,101 -4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$589K +$57.3K +3,646 +10%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$589K +$646K +41,100 New
LCM
17
Landscape Capital Management
New Jersey
$486K +$533K +33,904 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$466K +$9.47K +603 +2%
LPL Financial
19
LPL Financial
California
$463K -$465K -29,619 -48%
UBS Group
20
UBS Group
Switzerland
$403K +$23.8K +1,516 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$394K -$70.7K -4,500 -14%
NCM
22
Next Capital Management
New York
$357K +$391K +24,890 New
WAM
23
Weiss Asset Management
Massachusetts
$343K +$377K +23,962 New
Wells Fargo
24
Wells Fargo
California
$273K -$341K -21,704 -53%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$256K +$281K +17,856 New

JSD Hedge Fund Activity: Q4 2018 in Review

40 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q4 2018, worth a combined $42M — down 10% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JSD positions and 7 closed out — a net gain of 6 holders — while 7 added to existing stakes and 17 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.61M. The largest seller was Comerica Securities, exiting entirely with an estimated $2.65M sold.

  • 40 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q4 2018, up from 34 in Q3 2018.
  • Funds reported $42M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q4 2018, down 10% quarter-over-quarter.
  • 13 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q4 2018 and 7 closed out, a net change of +6 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q4 2018 was Wolverine Asset Management, an estimated $1.61M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q4 2018 was Comerica Securities, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2018.