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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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43 hedge funds and large institutions have $69.1M invested in NUVEEN EQUITY PREMIUM ADVANTAGE FUND in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

16% more funds holding

Funds holding: 37 → 43 (+6)

5% more capital invested

Capital invested by funds: $65.7M → $69.1M (+$3.45M)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$3.12M
2
WAM
Wolverine Asset Management
Illinois
+$2.66M
3
DA
Doliver Advisors
Texas
+$559K
4
SG Americas Securities
SG Americas Securities
New York
+$544K
5
Morgan Stanley
Morgan Stanley
New York
+$452K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$4.92M
2
GC
Guggenheim Capital
Illinois
-$1.44M
3
Invesco
Invesco
Georgia
-$854K
4
Deutsche Bank
Deutsche Bank
Germany
-$274K
5
Bank of America
Bank of America
North Carolina
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
SKK
26
Shepherd Kaplan Krochuk
Massachusetts
$252K +$24.6K +1,980 +11%
Deutsche Bank
27
Deutsche Bank
Germany
$214K -$274K -22,080 -57%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$205K +$41.6K +3,351 +26%
DADC
29
D.A. Davidson & Co
Montana
$194K +$5.9K +475 +3%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$173K +$45K +3,624 +36%
LCM
31
Landscape Capital Management
New Jersey
$159K +$157K +12,610 New
AIG
32
American International Group
New York
$91K – – –
BFEC
33
Benjamin F. Edwards & Company
Missouri
$49K +$47.8K +3,850 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$41K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$38K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$38K +$37.3K +3,000 New
Creative Planning
37
Creative Planning
Kansas
$32K -$3.73K -300 -11%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$26K – – –
Citigroup
39
Citigroup
New York
$26K +$10.9K +876 +70%
EWM
40
Evercore Wealth Management
New York
$26K +$25.6K +2,061 New
JIR
41
James Investment Research
Ohio
$25K – – –
HNB
42
Huntington National Bank
Ohio
$13K – – –
M&T Bank
43
M&T Bank
New York
$13K +$12.4K +1,000 New
WA
44
WFG Advisors
Texas
$6K -$34.1K -2,746 -85%
Ameriprise
45
Ameriprise
Minnesota
– -$77K -6,318 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– -$66K -5,400 Closed
1
2

JLA Hedge Fund Activity: Q4 2013 in Review

43 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) for Q4 2013, worth a combined $69.1M — up 5.3% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JLA positions and 2 closed out — a net gain of 6 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.12M. The largest seller was Advisors Asset Management, cutting an estimated $4.92M.

  • 43 institutional investors held NUVEEN EQUITY PREMIUM ADVANTAGE FUND (JLA) as of Q4 2013, up from 37 in Q3 2013.
  • Funds reported $69.1M of NUVEEN EQUITY PREMIUM ADVANTAGE FUND stock for Q4 2013, up 5.3% quarter-over-quarter.
  • 8 funds opened new NUVEEN EQUITY PREMIUM ADVANTAGE FUND positions in Q4 2013 and 2 closed out, a net change of +6 holders.
  • The largest NUVEEN EQUITY PREMIUM ADVANTAGE FUND buyer in Q4 2013 was Parametric Portfolio Associates, an estimated $3.12M added.
  • The largest NUVEEN EQUITY PREMIUM ADVANTAGE FUND seller in Q4 2013 was Advisors Asset Management, an estimated $4.92M sold.

Based on aggregated 13F filings for Q4 2013.