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JLA

NUVEEN EQUITY PREMIUM ADVANTAGE FUND
JLA

Delisted

JLA was delisted on the 19th of December, 2014.

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37 hedge funds and large institutions have $65.7M invested in NUVEEN EQUITY PREMIUM ADVANTAGE FUND in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $65M → $65.7M (+$656K)

5% less funds holding

Funds holding: 39 → 37 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
19
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.89M
2
PPA
Parametric Portfolio Associates
Washington
+$1.19M
3
Morgan Stanley
Morgan Stanley
New York
+$526K
4
Deutsche Bank
Deutsche Bank
Germany
+$281K
5
DA
Doliver Advisors
Texas
+$240K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$2.24M
2
GC
Guggenheim Capital
Illinois
-$298K
3
AQR Capital Management
AQR Capital Management
Connecticut
-$130K
4
Wells Fargo
Wells Fargo
California
-$31.4K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$28.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$134K -$12.5K -1,004 -8%
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$122K +$336 +27 +0.3%
AIG
28
American International Group
New York
$87.3K – – –
Ameriprise
29
Ameriprise
Minnesota
$77K -$9.36K -752 -11%
TRCT
30
Tower Research Capital (TRC)
New York
$66K +$44.9K +3,613 +202%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$40K – – –
WA
32
WFG Advisors
Texas
$39K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$36K – – –
Creative Planning
34
Creative Planning
Kansas
$34K +$3.73K +300 +12%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$25K – – –
JIR
36
James Investment Research
Ohio
$24K – – –
Citigroup
37
Citigroup
New York
$15K +$398 +32 +3%
HNB
38
Huntington National Bank
Ohio
$12K – – –
CTC
39
Central Trust Company
Missouri
– -$21K -1,700 Closed
CPA
40
Cowen Prime Advisors
New York
– -$12K -1,000 Closed
1
2

JLA Hedge Fund Activity: Q3 2013 in Review

37 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) for Q3 2013, worth a combined $65.7M — up 1% from $65M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of JLA and 0 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 19 added.

The largest buyer was Invesco, adding an estimated $1.89M. The largest seller was Advisors Asset Management, cutting an estimated $2.24M.

  • 37 institutional investors held NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) as of Q3 2013, down from 39 in Q2 2013.
  • Funds reported $65.7M of NUVEEN EQUITY PREMIUM ADVANTAGE FUND stock for Q3 2013, up 1% quarter-over-quarter.
  • 0 funds opened new NUVEEN EQUITY PREMIUM ADVANTAGE FUND positions in Q3 2013 and 2 closed out, a net change of -2 holders.
  • The largest NUVEEN EQUITY PREMIUM ADVANTAGE FUND buyer in Q3 2013 was Invesco, an estimated $1.89M added.
  • The largest NUVEEN EQUITY PREMIUM ADVANTAGE FUND seller in Q3 2013 was Advisors Asset Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2013.