Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
26 hedge funds and large institutions have $50.3M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
16% more capital invested
Capital invested by funds: $43.5M → $50.3M (+$6.8M)
8% more funds holding
Funds holding: 24 → 26 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.86M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$384K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$222K |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
+$82K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$79.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$367K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$264K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$104K |
| 4 |
Morgan Stanley
New York
|
-$36.5K |
| 5 |
Citigroup
New York
|
-$10.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citigroup
New York
| $1K | -$10.8K | -764 | -90% |
|
|
27
Stifel Financial
St. Louis,
Missouri
| – | -$367K | -26,461 | Closed |
|
|
FNFDCM
28
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| – | -$10K | -700 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | -$7K | -499 | Closed |
|
JTA Hedge Fund Activity: Q2 2014 in Review
26 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q2 2014, worth a combined $50.3M — up 16% from $43.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JTA positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $2.86M. The largest seller was Stifel Financial, exiting entirely with an estimated $367K sold.
- 26 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q2 2014, up from 24 in Q1 2014.
- Funds reported $50.3M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q2 2014, up 16% quarter-over-quarter.
- 5 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q2 2014 and 3 closed out, a net change of +2 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q2 2014 was Advisors Asset Management, an estimated $2.86M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q2 2014 was Stifel Financial, an estimated $367K sold.
Based on aggregated 13F filings for Q2 2014.