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JSD

NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND

Delisted

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

40 hedge funds and large institutions have $43.6M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 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

6% more capital invested

Capital invested by funds: $41.3M → $43.6M (+$2.36M)

3% more funds holding

Funds holding: 3940 (+1)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
Oaktree Capital Management
California
$5.97M
BI
2
Bulldog Investors
New Jersey
$3.67M +$1.41M +116,080 +59%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.52M +$82.6K +6,811 +2%
SCM
4
Saba Capital Management
New York
$3.09M -$645K -53,163 -17%
NCM
5
Next Capital Management
New York
$2.54M -$192K -15,810 -7%
Morgan Stanley
6
Morgan Stanley
New York
$2.53M -$134K -11,056 -5%
Invesco
7
Invesco
Georgia
$2.53M -$443K -36,545 -15%
SIA
8
Sit Investment Associates
Minnesota
$2.51M -$237K -19,547 -8%
AAM
9
Advisors Asset Management
Colorado
$2.48M -$40.3K -3,326 -2%
GC
10
Guggenheim Capital
Illinois
$2.17M +$599K +49,367 +36%
WP
11
Woodline Partners
California
$2.1M +$2.17M +179,182 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.58M +$26.4K +2,177 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.22M -$73.6K -6,069 -6%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$1.14M -$48.5K -4,000 -4%
SFS
15
Shaker Financial Services
Virginia
$968K -$3.31K -273 -0.3%
LPL Financial
16
LPL Financial
California
$797K +$32.9K +2,711 +4%
WAM
17
Wolverine Asset Management
Illinois
$736K +$761K +62,709 New
NA
18
NewEdge Advisors
Louisiana
$712K -$36.4K -3,000 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$497K +$37.2K +3,070 +8%
Wells Fargo
20
Wells Fargo
California
$420K -$12.1K -1,001 -3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$383K -$59.8K -4,930 -13%
HI
22
Harbour Investments
Wisconsin
$240K +$1.89K +156 +0.8%
RW
23
RVW Wealth
California
$233K +$241K +19,900 New
AA
24
AQR Arbitrage
Connecticut
$218K +$52.7K +4,348 +31%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$212K +$77.8K +6,411 +55%

JSD Hedge Fund Activity: Q1 2023 in Review

40 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q1 2023, worth a combined $43.6M — up 5.7% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JSD positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Woodline Partners, opening a new position worth an estimated $2.17M. The largest seller was Saba Capital Management, cutting an estimated $645K.

  • 40 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q1 2023, up from 39 in Q4 2022.
  • Funds reported $43.6M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 6 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q1 2023 was Woodline Partners, an estimated $2.17M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q1 2023 was Saba Capital Management, an estimated $645K sold.

Based on aggregated 13F filings for Q1 2023.