Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
38 hedge funds and large institutions have $32.5M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
27% more funds holding
Funds holding: 30 → 38 (+8)
3% more capital invested
Capital invested by funds: $31.5M → $32.5M (+$1.01M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$780K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$465K |
| 3 |
Morgan Stanley
New York
|
+$462K |
| 4 |
SG Americas Securities
New York
|
+$338K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$233K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$671K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$240K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$87.9K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$69.7K |
JTA Hedge Fund Activity: Q4 2015 in Review
38 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q4 2015, worth a combined $32.5M — up 3.2% from $31.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JTA positions and 2 closed out — a net gain of 8 holders — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $780K. The largest seller was Advisors Asset Management, cutting an estimated $2.28M.
- 38 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q4 2015, up from 30 in Q3 2015.
- Funds reported $32.5M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q4 2015, up 3.2% quarter-over-quarter.
- 10 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q4 2015 and 2 closed out, a net change of +8 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q4 2015 was Shaker Financial Services, an estimated $780K added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q4 2015 was Advisors Asset Management, an estimated $2.28M sold.
Based on aggregated 13F filings for Q4 2015.