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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

29 hedge funds and large institutions have $49.8M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

12% more funds holding

Funds holding: 2629 (+3)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $47.2M → $49.8M (+$2.6M)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
9
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
$14.9M
SIA
2
Sit Investment Associates
Minnesota
$13.3M +$578K +40,000 +4%
GC
3
Guggenheim Capital
Illinois
$3.28M -$489K -33,859 -13%
AAM
4
Advisors Asset Management
Colorado
$2.61M +$903K +62,457 +52%
Invesco
5
Invesco
Georgia
$2.31M +$1.16M +80,137 +98%
SFS
6
Shaker Financial Services
Virginia
$1.79M +$257K +17,765 +16%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$1.56M -$101K -7,000 -6%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.21M +$20.3K +1,404 +2%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$1.17M +$1.18M +81,956 New
LPL Financial
10
LPL Financial
California
$1.08M +$94.2K +6,521 +9%
Wells Fargo
11
Wells Fargo
California
$990K -$11.2K -775 -1%
Morgan Stanley
12
Morgan Stanley
New York
$915K +$37.9K +2,624 +4%
NA
13
NewEdge Advisors
Louisiana
$914K -$182K -12,600 -16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$553K -$7.22K -500 -1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$543K +$551K +38,125 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$434K +$441K +30,531 New
Bank of America
17
Bank of America
North Carolina
$372K +$351K +24,262 +1,303%
BI
18
Bulldog Investors
New Jersey
$299K +$303K +21,000 New
UBS Group
19
UBS Group
Switzerland
$278K -$6.26K -433 -2%
Ameriprise
20
Ameriprise
Minnesota
$263K +$268K +18,513 New
RCM
21
Rivernorth Capital Management
Florida
$253K +$256K +17,750 New
Osaic Holdings
22
Osaic Holdings
Arizona
$217K -$1.45K -100 -0.6%
MC
23
Matisse Capital
Oregon
$196K -$639K -44,194 -76%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$180K +$184K +12,700 New
SPIA
25
Steward Partners Investment Advisory
New York
$105K +$4.33K +300 +4%

JSD Hedge Fund Activity: Q1 2022 in Review

29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q1 2022, worth a combined $49.8M — up 5.5% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JSD positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $1.18M. The largest seller was Matisse Capital, cutting an estimated $639K.

  • 29 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q1 2022, up from 26 in Q4 2021.
  • Funds reported $49.8M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q1 2022, up 5.5% quarter-over-quarter.
  • 7 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q1 2022 and 3 closed out, a net change of +4 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q1 2022 was Thomas J. Herzfeld Advisors, an estimated $1.18M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q1 2022 was Matisse Capital, an estimated $639K sold.

Based on aggregated 13F filings for Q1 2022.