We are live on ! Find out more
JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

38 hedge funds and large institutions have $41.8M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $42.7M → $41.8M (-$912K)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

10% less funds holding

Funds holding: 4238 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$6.02M +$355K +28,611 +6%
SCM
2
Saba Capital Management
New York
$4.56M -$170K -13,687 -3%
SIA
3
Sit Investment Associates
Minnesota
$3.36M +$399K +32,220 +13%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3M +$899K +72,501 +40%
Invesco
5
Invesco
Georgia
$2.94M +$479K +38,671 +18%
AAM
6
Advisors Asset Management
Colorado
$2.63M -$87.4K -7,048 -3%
NCM
7
Next Capital Management
New York
$2.54M +$226K +18,215 +9%
Morgan Stanley
8
Morgan Stanley
New York
$2.44M +$431K +34,761 +20%
BI
9
Bulldog Investors
New Jersey
$2.37M
GC
10
Guggenheim Capital
Illinois
$1.59M -$425K -34,284 -20%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.58M +$70.3K +5,672 +4%
SFS
12
Shaker Financial Services
Virginia
$1.38M -$77.2K -6,224 -5%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.2M -$99.2K -8,000 -7%
LPL Financial
14
LPL Financial
California
$818K -$9.95K -803 -1%
NA
15
NewEdge Advisors
Louisiana
$772K -$1.24K -100 -0.2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$758K +$71.4K +5,763 +10%
Wells Fargo
17
Wells Fargo
California
$683K -$109K -8,772 -13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$484K +$24.8K +2,000 +5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$458K +$26K +2,100 +6%
Bank of America
20
Bank of America
North Carolina
$249K -$8.9K -718 -3%
HI
21
Harbour Investments
Wisconsin
$212K
Osaic Holdings
22
Osaic Holdings
Arizona
$190K +$12K +972 +6%
MC
23
Matisse Capital
Oregon
$186K +$7.44K +600 +4%
UBS Group
24
UBS Group
Switzerland
$182K -$17.6K -1,416 -8%
RCM
25
Rivernorth Capital Management
Florida
$173K +$181K +14,600 New

JSD Hedge Fund Activity: Q3 2022 in Review

38 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q3 2022, worth a combined $41.8M — down 2.1% from $42.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JSD and 3 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $899K. The largest seller was Almitas Capital, exiting entirely with an estimated $948K sold.

  • 38 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q3 2022, down from 42 in Q2 2022.
  • Funds reported $41.8M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q3 2022, down 2.1% quarter-over-quarter.
  • 3 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q3 2022 and 7 closed out, a net change of -4 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q3 2022 was Thomas J. Herzfeld Advisors, an estimated $899K added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q3 2022 was Almitas Capital, an estimated $948K sold.

Based on aggregated 13F filings for Q3 2022.