Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
30 hedge funds and large institutions have $31.5M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
0% more funds holding
Funds holding: 30 → 30 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
12% less capital invested
Capital invested by funds: $35.8M → $31.5M (-$4.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.39M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$645K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$277K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$272K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.76M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$486K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$176K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$34.4K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$21.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
26
D.A. Davidson & Co
Great Falls,
Montana
| $19K | +$12.5K | +1,000 | +133% |
|
|
CPA
27
Cowen Prime Advisors
New York
| $16K | – | – | – |
|
28
Citigroup
New York
| $12K | +$11.5K | +922 | +580% |
|
|
AIG
29
American International Group
New York
| $5K | -$3.75K | -300 | -43% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$437 | +35 | +10% |
|
|
CRC
31
Curi RMB Capital
Chicago,
Illinois
| – | -$176K | -13,521 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$1K | -104 | Closed |
|
JTA Hedge Fund Activity: Q3 2015 in Review
30 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q3 2015, worth a combined $31.5M — down 12% from $35.8M a quarter earlier.
Fund positioning in JTA was balanced in Q3 2015: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 7 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $2.39M. The largest seller was Advisors Asset Management, cutting an estimated $2.76M.
- 30 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $31.5M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q3 2015, down 12% quarter-over-quarter.
- 2 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q3 2015 and 2 closed out, a net change of 0 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q3 2015 was Wolverine Asset Management, an estimated $2.39M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q3 2015 was Advisors Asset Management, an estimated $2.76M sold.
Based on aggregated 13F filings for Q3 2015.