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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

42 hedge funds and large institutions have $42.7M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

45% more funds holding

Funds holding: 2942 (+13)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

14% less capital invested

Capital invested by funds: $49.8M → $42.7M (-$7.15M)

Holders
42
Holders Change
+13
Holders Change %
+44.83%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
12
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$5.78M +$6.23M +480,438 New
SCM
2
Saba Capital Management
New York
$4.8M -$8.45M -651,483 -62%
SIA
3
Sit Investment Associates
Minnesota
$3.03M -$8.85M -681,907 -73%
AAM
4
Advisors Asset Management
Colorado
$2.76M +$596K +45,918 +25%
Invesco
5
Invesco
Georgia
$2.52M +$618K +47,660 +29%
BI
6
Bulldog Investors
New Jersey
$2.41M +$2.32M +179,196 +853%
NCM
7
Next Capital Management
New York
$2.36M +$2.55M +196,352 New
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$2.18M +$1.29M +99,551 +121%
Morgan Stanley
9
Morgan Stanley
New York
$2.06M +$1.38M +106,744 +166%
GC
10
Guggenheim Capital
Illinois
$2.03M -$800K -61,694 -27%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.54M +$556K +42,834 +50%
SFS
12
Shaker Financial Services
Virginia
$1.48M -$33.1K -2,555 -2%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.32M
AC
14
Almitas Capital
California
$948K +$1.02M +78,785 New
LPL Financial
15
LPL Financial
California
$842K -$73.9K -5,698 -8%
Wells Fargo
16
Wells Fargo
California
$800K -$39.6K -3,054 -4%
NA
17
NewEdge Advisors
Louisiana
$787K +$15.6K +1,200 +2%
LSC
18
Logan Stone Capital
Illinois
$731K +$788K +60,739 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$701K +$360K +27,752 +91%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$468K
WAM
21
Wolverine Asset Management
Illinois
$463K +$500K +38,525 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$447K -$19.1K -1,475 -4%
LCM
23
Landscape Capital Management
New Jersey
$369K +$398K +30,698 New
Bank of America
24
Bank of America
North Carolina
$262K -$56.2K -4,336 -17%
HI
25
Harbour Investments
Wisconsin
$212K +$228K +17,612 New

JSD Hedge Fund Activity: Q2 2022 in Review

42 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q2 2022, worth a combined $42.7M — down 14% from $49.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JSD positions and 2 closed out — a net gain of 13 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $6.23M. The largest seller was Sit Investment Associates, cutting an estimated $8.85M.

  • 42 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q2 2022, up from 29 in Q1 2022.
  • Funds reported $42.7M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q2 2022, down 14% quarter-over-quarter.
  • 15 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q2 2022 and 2 closed out, a net change of +13 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q2 2022 was Oaktree Capital Management, an estimated $6.23M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q2 2022 was Sit Investment Associates, an estimated $8.85M sold.

Based on aggregated 13F filings for Q2 2022.