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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 $51.2M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

15% more capital invested

Capital invested by funds: $44.5M → $51.2M (+$6.62M)

6% more funds holding

Funds holding: 3436 (+2)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
11
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
$16.2M +$449K +35,650 +3%
SIA
2
Sit Investment Associates
Minnesota
$8.63M +$1.82M +144,692 +29%
GC
3
Guggenheim Capital
Illinois
$4.54M -$822K -65,229 -16%
Cohen & Steers
4
Cohen & Steers
New York
$3.3M
BI
5
Bulldog Investors
New Jersey
$2.08M +$1.07M +85,108 +120%
LPL Financial
6
LPL Financial
California
$1.63M -$167K -13,234 -10%
NCM
7
Next Capital Management
New York
$1.52M +$101K +7,985 +8%
Morgan Stanley
8
Morgan Stanley
New York
$1.26M -$115K -9,130 -9%
AAM
9
Advisors Asset Management
Colorado
$1.26M -$447K -35,493 -27%
Wells Fargo
10
Wells Fargo
California
$1.15M +$102K +8,059 +10%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$1.14M +$13.9K +1,100 +1%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$935K +$20.1K +1,597 +2%
RJA
13
Raymond James & Associates
Florida
$854K +$806K +63,901 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$812K +$34.5K +2,733 +5%
PAS
15
Park Avenue Securities
New York
$808K +$40.8K +3,240 +6%
MC
16
Matisse Capital
Oregon
$774K -$36.5K -2,899 -5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$699K -$227K -18,037 -26%
MIG
18
Mariner Investment Group
New York
$658K +$243K +19,273 +64%
AA
19
AQR Arbitrage
Connecticut
$525K -$7.97K -632 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$410K +$5.95K +472 +2%
QC
21
Quantedge Capital
Singapore
$332K +$313K +24,825 New
Invesco
22
Invesco
Georgia
$312K -$163K -12,908 -36%
Millennium Management
23
Millennium Management
New York
$270K +$254K +20,176 New
6M
24
6 Meridian
Kansas
$243K -$6.61K -524 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
$208K -$26K -2,062 -12%

JSD Hedge Fund Activity: Q4 2020 in Review

36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q4 2020, worth a combined $51.2M — up 15% from $44.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JSD positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.82M. The largest seller was Guggenheim Capital, cutting an estimated $822K.

  • 36 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q4 2020, up from 34 in Q3 2020.
  • Funds reported $51.2M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q4 2020, up 15% quarter-over-quarter.
  • 7 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q4 2020 and 5 closed out, a net change of +2 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q4 2020 was Sit Investment Associates, an estimated $1.82M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q4 2020 was Guggenheim Capital, an estimated $822K sold.

Based on aggregated 13F filings for Q4 2020.