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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

38 hedge funds and large institutions have $54.7M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $51.2M → $54.7M (+$3.5M)

6% more funds holding

Funds holding: 3638 (+2)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$17.1M
SIA
2
Sit Investment Associates
Minnesota
$9.32M +$194K +14,031 +2%
GC
3
Guggenheim Capital
Illinois
$4.76M -$31.4K -2,277 -0.7%
BI
4
Bulldog Investors
New Jersey
$4.05M +$1.81M +131,319 +84%
Cohen & Steers
5
Cohen & Steers
New York
$2.94M -$540K -39,097 -16%
NCM
6
Next Capital Management
New York
$1.6M
LPL Financial
7
LPL Financial
California
$1.34M -$368K -26,680 -22%
Wells Fargo
8
Wells Fargo
California
$1.17M -$48.1K -3,484 -4%
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$1.17M -$33.1K -2,400 -3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.11M +$367K +26,586 +51%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$993K +$5.12K +371 +0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$891K +$32.2K +2,335 +4%
PAS
13
Park Avenue Securities
New York
$881K +$26.6K +1,930 +3%
RJA
14
Raymond James & Associates
Florida
$873K -$28.6K -2,071 -3%
MC
15
Matisse Capital
Oregon
$818K
MIG
16
Mariner Investment Group
New York
$787K +$88.9K +6,443 +13%
AAM
17
Advisors Asset Management
Colorado
$752K -$568K -41,131 -44%
SFS
18
Shaker Financial Services
Virginia
$581K +$568K +41,181 New
Morgan Stanley
19
Morgan Stanley
New York
$568K -$749K -54,295 -57%
HI
20
Harbour Investments
Wisconsin
$507K +$495K +35,902 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$450K +$16.1K +1,168 +4%
CCP
22
Clough Capital Partners
Massachusetts
$385K +$377K +27,300 New
6M
23
6 Meridian
Kansas
$311K +$52.8K +3,824 +21%
Osaic Holdings
24
Osaic Holdings
Arizona
$214K -$4.83K -350 -2%
UBS Group
25
UBS Group
Switzerland
$190K +$25K +1,810 +16%

JSD Hedge Fund Activity: Q1 2021 in Review

38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q1 2021, worth a combined $54.7M — up 6.8% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JSD positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $1.81M. The largest seller was Morgan Stanley, cutting an estimated $749K.

  • 38 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $54.7M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q1 2021, up 6.8% quarter-over-quarter.
  • 5 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q1 2021 and 3 closed out, a net change of +2 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q1 2021 was Bulldog Investors, an estimated $1.81M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q1 2021 was Morgan Stanley, an estimated $749K sold.

Based on aggregated 13F filings for Q1 2021.