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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 $45.7M invested in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $43.6M → $45.7M (+$2.07M)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
40
Holders Change
Holders Change %
0%
% 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
14
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$4.3M +$690K +59,643 +19%
SCM
2
Saba Capital Management
New York
$4.22M +$1.17M +101,380 +38%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$4.06M +$602K +52,017 +17%
RCM
4
Rivernorth Capital Management
Florida
$3.99M +$4M +345,450 New
SIA
5
Sit Investment Associates
Minnesota
$2.54M +$69K +5,966 +3%
NCM
6
Next Capital Management
New York
$2.5M
Morgan Stanley
7
Morgan Stanley
New York
$2.4M -$97.7K -8,444 -4%
GC
8
Guggenheim Capital
Illinois
$2.14M -$81 -7 -0%
Invesco
9
Invesco
Georgia
$2.01M -$477K -41,202 -19%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.85M +$652K +56,354 +54%
WP
11
Woodline Partners
California
$1.77M -$297K -25,682 -14%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.6M +$46.5K +4,022 +3%
AC
13
Almitas Capital
California
$1.51M +$1.5M +129,962 New
AAM
14
Advisors Asset Management
Colorado
$1.45M -$995K -86,015 -41%
WAM
15
Wolverine Asset Management
Illinois
$1.43M +$705K +60,928 +97%
LPL Financial
16
LPL Financial
California
$1.3M +$514K +44,433 +65%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$982K -$145K -12,504 -13%
SFS
18
Shaker Financial Services
Virginia
$866K -$86.7K -7,496 -9%
NA
19
NewEdge Advisors
Louisiana
$718K +$11.6K +1,000 +2%
AA
20
AQR Arbitrage
Connecticut
$568K +$354K +30,567 +164%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$530K +$40.5K +3,500 +8%
Wells Fargo
22
Wells Fargo
California
$385K -$28.1K -2,425 -7%
LSC
23
Logan Stone Capital
Illinois
$303K +$303K +26,200 New
AGM
24
Alpine Global Management
New York
$274K +$274K +23,698 New
RW
25
RVW Wealth
California
$230K

JSD Hedge Fund Activity: Q2 2023 in Review

40 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) for Q2 2023, worth a combined $45.7M — up 4.7% from $43.6M a quarter earlier.

Fund positioning in JSD was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $4M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $5.97M sold.

  • 40 institutional investors held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $45.7M of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 6 funds opened new NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND buyer in Q2 2023 was Rivernorth Capital Management, an estimated $4M added.
  • The largest NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND seller in Q2 2023 was Oaktree Capital Management, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2023.