Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
24 hedge funds and large institutions have $43.5M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more capital invested
Capital invested by funds: $38.4M → $43.5M (+$5.04M)
4% more funds holding
Funds holding: 23 → 24 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$4.86M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$977K |
| 3 |
Cohen & Steers
New York
|
+$376K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$339K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.63M |
| 2 |
SG Americas Securities
New York
|
-$351K |
| 3 |
Citigroup
New York
|
-$41.3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$33.1K |
| 5 |
LPL Financial
San Diego,
California
|
-$29.7K |
JTA Hedge Fund Activity: Q1 2014 in Review
24 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q1 2014, worth a combined $43.5M — up 13% from $38.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JTA positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $4.86M. The largest seller was Morgan Stanley, cutting an estimated $1.63M.
- 24 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q1 2014, up from 23 in Q4 2013.
- Funds reported $43.5M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q1 2014, up 13% quarter-over-quarter.
- 3 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q1 2014 and 2 closed out, a net change of +1 holder.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q1 2014 was Advisors Asset Management, an estimated $4.86M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q1 2014 was Morgan Stanley, an estimated $1.63M sold.
Based on aggregated 13F filings for Q1 2014.