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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

26 hedge funds and large institutions have $47.2M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

2% less capital invested

Capital invested by funds: $47.9M → $47.2M (-$727K)

19% less funds holding

Funds holding: 3226 (-6)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
26
Holders Change
-6
Holders Change %
-18.75%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$15.6M
SIA
2
Sit Investment Associates
Minnesota
$13.2M +$2.93M +195,637 +28%
GC
3
Guggenheim Capital
Illinois
$3.92M -$34.9K -2,328 -0.9%
AAM
4
Advisors Asset Management
Colorado
$1.8M +$320K +21,348 +21%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.73M +$128K +8,534 +8%
SFS
6
Shaker Financial Services
Virginia
$1.6M +$1.02M +67,953 +170%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$1.24M -$14.2K -950 -1%
Invesco
8
Invesco
Georgia
$1.22M +$703K +46,933 +133%
NA
9
NewEdge Advisors
Louisiana
$1.14M +$1.15M +76,800 New
Wells Fargo
10
Wells Fargo
California
$1.04M -$24.6K -1,643 -2%
LPL Financial
11
LPL Financial
California
$1.02M -$40.6K -2,709 -4%
Morgan Stanley
12
Morgan Stanley
New York
$914K -$785K -52,420 -46%
MC
13
Matisse Capital
Oregon
$859K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$584K +$30 +2 +0%
UBS Group
15
UBS Group
Switzerland
$296K +$114K +7,623 +62%
HI
16
Harbour Investments
Wisconsin
$271K -$291K -19,428 -51%
Osaic Holdings
17
Osaic Holdings
Arizona
$228K -$47.4K -3,163 -17%
Citadel Advisors
18
Citadel Advisors
Florida
$210K +$59.5K +3,970 +39%
SPIA
19
Steward Partners Investment Advisory
New York
$105K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$84K -$15K -1,000 -15%
SWM
21
Spire Wealth Management
Virginia
$59K +$59.6K +3,976 New
CA
22
CoreCap Advisors
Michigan
$42K +$42.7K +2,850 New
Bank of America
23
Bank of America
North Carolina
$28K +$5.24K +350 +23%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$225 +15 +2%
JP Morgan Chase
25
JP Morgan Chase
New York
$6K

JSD Hedge Fund Activity: Q4 2021 in Review

26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q4 2021, worth a combined $47.2M — down 1.5% from $47.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JSD and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.93M. The largest seller was Next Capital Management, exiting entirely with an estimated $1.96M sold.

  • 26 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q4 2021, down from 32 in Q3 2021.
  • Funds reported $47.2M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q4 2021, down 1.5% quarter-over-quarter.
  • 3 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q4 2021 and 7 closed out, a net change of -4 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q4 2021 was Sit Investment Associates, an estimated $2.93M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q4 2021 was Next Capital Management, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2021.