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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

29 hedge funds and large institutions have $39.8M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

5% less capital invested

Capital invested by funds: $42M → $39.8M (-$2.22M)

28% less funds holding

Funds holding: 4029 (-11)

92% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 12

Holders
29
Holders Change
-11
Holders Change %
-27.5%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.92M +$72.3K +4,632 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$5.92M -$207K -13,290 -3%
Invesco
3
Invesco
Georgia
$5.65M +$417K +26,690 +8%
AAM
4
Advisors Asset Management
Colorado
$3.95M -$280K -17,920 -7%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.52M +$86K +5,514 +2%
Cohen & Steers
6
Cohen & Steers
New York
$3.27M
Morgan Stanley
7
Morgan Stanley
New York
$1.57M -$141K -9,040 -8%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.18M +$44.8K +2,870 +4%
Ameriprise
9
Ameriprise
Minnesota
$1.01M +$230K +14,766 +29%
SIA
10
Sit Investment Associates
Minnesota
$891K -$333K -21,314 -27%
CAN
11
Cetera Advisor Networks
California
$733K -$13.9K -889 -2%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$728K +$90.5K +5,800 +14%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$686K +$48.1K +3,083 +8%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$494K -$11K -708 -2%
LPL Financial
15
LPL Financial
California
$485K -$17.2K -1,100 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$458K +$31.2K +2,000 +7%
UBS Group
17
UBS Group
Switzerland
$391K -$46.3K -2,964 -11%
NCM
18
Next Capital Management
New York
$387K
Wells Fargo
19
Wells Fargo
California
$382K +$86.8K +5,563 +29%
QGA
20
Q Global Advisors
Texas
$271K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$205K -$31.2K -2,000 -13%
RJA
22
Raymond James & Associates
Florida
$178K -$15K -961 -8%
CIA
23
Capital Investment Advisors
Georgia
$168K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$159K -$13.3K -850 -8%
Bank of America
25
Bank of America
North Carolina
$135K -$41.1K -2,636 -23%

JSD Hedge Fund Activity: Q1 2019 in Review

29 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q1 2019, worth a combined $39.8M — down 5.3% from $42M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JSD and 1 opened new positions — a net loss of 11 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Invesco, adding an estimated $417K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.47M sold.

  • 29 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q1 2019, down from 40 in Q4 2018.
  • Funds reported $39.8M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q1 2019, down 5.3% quarter-over-quarter.
  • 1 fund opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q1 2019 and 12 closed out, a net change of -11 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q1 2019 was Invesco, an estimated $417K added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q1 2019 was Wolverine Asset Management, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2019.