Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
26 hedge funds and large institutions have $28.7M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
27% more capital invested
Capital invested by funds: $22.6M → $28.7M (+$6.07M)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$4.88M |
| 2 |
Cohen & Steers
New York
|
+$868K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$686K |
| 4 |
Morgan Stanley
New York
|
+$163K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$78.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$327K |
| 2 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$284K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$28K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$21K |
| 5 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$12.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Nomura Holdings
Tokyo,
Japan
| $1K | +$1.28K | +100 | New |
|
|
COLIM
27
City of London Investment Management
London,
United Kingdom
| – | -$327K | -26,087 | Closed |
|
JTA Hedge Fund Activity: Q3 2013 in Review
26 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q3 2013, worth a combined $28.7M — up 27% from $22.6M a quarter earlier.
Fund positioning in JTA was balanced in Q3 2013: 1 fund opened new positions, 1 closed out, 14 added to existing stakes and 6 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $4.88M. The largest seller was City of London Investment Management, exiting entirely with an estimated $327K sold.
- 26 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $28.7M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q3 2013, up 27% quarter-over-quarter.
- 1 fund opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q3 2013 and 1 closed out, a net change of 0 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q3 2013 was Advisors Asset Management, an estimated $4.88M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q3 2013 was City of London Investment Management, an estimated $327K sold.
Based on aggregated 13F filings for Q3 2013.