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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 $39M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $34.4M → $39M (+$4.58M)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4140 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$11M +$4.89M +424,944 +84%
GC
2
Guggenheim Capital
Illinois
$4.84M -$514K -44,681 -10%
MC
3
Matisse Capital
Oregon
$3.9M +$9.88K +859 +0.3%
Cohen & Steers
4
Cohen & Steers
New York
$2.91M
AAM
5
Advisors Asset Management
Colorado
$1.92M -$271K -23,564 -13%
LPL Financial
6
LPL Financial
California
$1.66M +$1.46M +127,085 +951%
Morgan Stanley
7
Morgan Stanley
New York
$1.27M +$134K +11,632 +12%
NCM
8
Next Capital Management
New York
$1.24M
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$1.04M +$33.3K +2,900 +3%
First Trust Advisors
10
First Trust Advisors
Illinois
$876K -$33.5K -2,913 -4%
Invesco
11
Invesco
Georgia
$862K -$427K -37,143 -34%
SIA
12
Sit Investment Associates
Minnesota
$841K
Baird Financial Group
13
Baird Financial Group
Wisconsin
$798K +$9.55K +831 +1%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$792K +$597K +51,950 +342%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$637K +$103K +8,971 +20%
Wells Fargo
16
Wells Fargo
California
$623K +$320K +27,867 +112%
PAS
17
Park Avenue Securities
New York
$558K +$108K +9,381 +25%
VEA
18
Virtus ETF Advisers
New York
$474K -$1.65M -143,848 -78%
MIG
19
Mariner Investment Group
New York
$353K +$52.9K +4,598 +18%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$344K +$19.6K +1,703 +6%
AA
21
AQR Arbitrage
Connecticut
$289K +$282K +24,530 New
Osaic Holdings
22
Osaic Holdings
Arizona
$264K -$1.9M -165,631 -88%
SFS
23
Shaker Financial Services
Virginia
$235K -$324K -28,205 -59%
Ameriprise
24
Ameriprise
Minnesota
$173K -$39.2K -3,406 -19%
Goldman Sachs
25
Goldman Sachs
New York
$164K -$85.9K -7,476 -35%

JSD Hedge Fund Activity: Q2 2020 in Review

40 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q2 2020, worth a combined $39M — up 13% from $34.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of JSD and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 14 added.

The largest buyer was Saba Capital Management, adding an estimated $4.89M. The largest seller was Osaic Holdings, cutting an estimated $1.9M.

  • 40 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q2 2020, down from 41 in Q1 2020.
  • Funds reported $39M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q2 2020, up 13% quarter-over-quarter.
  • 4 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q2 2020 and 5 closed out, a net change of -1 holder.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q2 2020 was Saba Capital Management, an estimated $4.89M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q2 2020 was Osaic Holdings, an estimated $1.9M sold.

Based on aggregated 13F filings for Q2 2020.