We are live on ! Find out more
JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

39 hedge funds and large institutions have $41.3M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 3839 (+1)

1% less capital invested

Capital invested by funds: $41.8M → $41.3M (-$477K)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$6.04M
SCM
2
Saba Capital Management
New York
$3.76M -$819K -68,504 -18%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.48M +$467K +39,051 +15%
Invesco
4
Invesco
Georgia
$2.99M +$40.6K +3,394 +1%
SIA
5
Sit Investment Associates
Minnesota
$2.77M -$612K -51,197 -18%
NCM
6
Next Capital Management
New York
$2.75M +$206K +17,227 +8%
Morgan Stanley
7
Morgan Stanley
New York
$2.69M +$255K +21,299 +10%
AAM
8
Advisors Asset Management
Colorado
$2.55M -$94.3K -7,887 -4%
BI
9
Bulldog Investors
New Jersey
$2.34M -$38.4K -3,214 -2%
GC
10
Guggenheim Capital
Illinois
$1.61M +$10.1K +845 +0.6%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.57M -$11.4K -951 -0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.3M +$549K +45,949 +72%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.2M
SFS
14
Shaker Financial Services
Virginia
$973K -$419K -35,008 -30%
LPL Financial
15
LPL Financial
California
$774K -$46.7K -3,907 -6%
NA
16
NewEdge Advisors
Louisiana
$761K -$13.2K -1,100 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$466K -$19.1K -1,600 -4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$446K -$14K -1,175 -3%
Wells Fargo
19
Wells Fargo
California
$436K -$250K -20,938 -36%
LSC
20
Logan Stone Capital
Illinois
$402K +$405K +33,915 New
HI
21
Harbour Investments
Wisconsin
$240K +$31.8K +2,658 +15%
UBS Group
22
UBS Group
Switzerland
$199K +$16.7K +1,400 +9%
Osaic Holdings
23
Osaic Holdings
Arizona
$191K +$239 +20 +0.1%
AA
24
AQR Arbitrage
Connecticut
$169K +$170K +14,234 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$165K +$24.8K +2,075 +18%

JSD Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q4 2022, worth a combined $41.3M — down 1.1% from $41.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JSD positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $549K. The largest seller was Saba Capital Management, cutting an estimated $819K.

  • 39 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q4 2022, up from 38 in Q3 2022.
  • Funds reported $41.3M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q4 2022, down 1.1% quarter-over-quarter.
  • 6 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q4 2022 and 4 closed out, a net change of +2 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q4 2022 was Envestnet Asset Management, an estimated $549K added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q4 2022 was Saba Capital Management, an estimated $819K sold.

Based on aggregated 13F filings for Q4 2022.