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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

36 hedge funds and large institutions have $45M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

24% more funds holding

Funds holding: 2936 (+7)

13% more capital invested

Capital invested by funds: $39.8M → $45M (+$5.21M)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.04M -$21.9K -1,396 -0.3%
Invesco
2
Invesco
Georgia
$6.17M +$403K +25,737 +7%
AAM
3
Advisors Asset Management
Colorado
$3.91M -$114K -7,274 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.78M -$2.15M -136,939 -36%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.58M -$16K -1,021 -0.5%
Cohen & Steers
6
Cohen & Steers
New York
$3.33M
VEA
7
Virtus ETF Advisers
New York
$2.99M +$2.96M +188,870 New
Morgan Stanley
8
Morgan Stanley
New York
$1.4M -$202K -12,872 -13%
SFS
9
Shaker Financial Services
Virginia
$1.33M +$1.32M +84,073 New
Ameriprise
10
Ameriprise
Minnesota
$1.32M +$285K +18,193 +28%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.21M +$9.16K +585 +0.8%
NCM
12
Next Capital Management
New York
$1.12M +$717K +45,742 +184%
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$968K +$222K +14,200 +30%
SIA
14
Sit Investment Associates
Minnesota
$909K
Baird Financial Group
15
Baird Financial Group
Wisconsin
$738K +$37.3K +2,381 +5%
Wells Fargo
16
Wells Fargo
California
$734K +$341K +21,739 +88%
CAN
17
Cetera Advisor Networks
California
$598K -$148K -9,457 -20%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$493K +$25.1K +1,600 +5%
UBS Group
19
UBS Group
Switzerland
$431K +$30.8K +1,965 +8%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$403K -$99.6K -6,356 -20%
LPL Financial
21
LPL Financial
California
$382K -$111K -7,109 -23%
CS
22
Comerica Securities
Michigan
$335K +$329K +20,983 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$333K +$329K +20,983 New
QGA
24
Q Global Advisors
Texas
$277K
CIA
25
Capital Investment Advisors
Georgia
$203K +$31.3K +2,000 +18%

JSD Hedge Fund Activity: Q2 2019 in Review

36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q2 2019, worth a combined $45M — up 13% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JSD positions and 0 closed out — a net gain of 7 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Virtus ETF Advisers, opening a new position worth an estimated $2.96M. The largest seller was JP Morgan Chase, cutting an estimated $2.15M.

  • 36 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q2 2019, up from 29 in Q1 2019.
  • Funds reported $45M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q2 2019, up 13% quarter-over-quarter.
  • 7 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q2 2019 and 0 closed out, a net change of +7 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q2 2019 was Virtus ETF Advisers, an estimated $2.96M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q2 2019 was JP Morgan Chase, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2019.