Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
23 hedge funds and large institutions have $38.4M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
34% more capital invested
Capital invested by funds: $28.7M → $38.4M (+$9.72M)
12% less funds holding
Funds holding: 26 → 23 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$6.09M |
| 2 |
SG Americas Securities
New York
|
+$327K |
| 3 |
B
Baird
Milwaukee,
Wisconsin
|
+$325K |
| 4 |
Morgan Stanley
New York
|
+$284K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$932K |
| 2 |
BAS
Brown Advisory Securities
Baltimore,
Maryland
|
-$147K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$133K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$48K |
| 5 |
Citigroup
New York
|
-$37.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
26
Doliver Advisors
Houston,
Texas
| – | -$133K | -10,617 | Closed |
|
|
27
Invesco
Atlanta,
Georgia
| – | -$48K | -3,849 | Closed |
|
|
TFA
28
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$10K | -765 | Closed |
|
29
Nomura Holdings
Tokyo,
Japan
| – | -$1K | -100 | Closed |
|
JTA Hedge Fund Activity: Q4 2013 in Review
23 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q4 2013, worth a combined $38.4M — up 34% from $28.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JTA and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 8 added.
The largest buyer was Advisors Asset Management, adding an estimated $6.09M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $932K sold.
- 23 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q4 2013, down from 26 in Q3 2013.
- Funds reported $38.4M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q4 2013, up 34% quarter-over-quarter.
- 4 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q4 2013 and 6 closed out, a net change of -2 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q4 2013 was Advisors Asset Management, an estimated $6.09M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q4 2013 was Shaker Financial Services, an estimated $932K sold.
Based on aggregated 13F filings for Q4 2013.