Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
33 hedge funds and large institutions have $30M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $32.5M → $30M (-$2.49M)
13% less funds holding
Funds holding: 38 → 33 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$550K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$491K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$355K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$138K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.45M |
| 2 |
SG Americas Securities
New York
|
-$332K |
| 3 |
Morgan Stanley
New York
|
-$220K |
| 4 |
Squarepoint
New York
|
-$201K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$173K |
JTA Hedge Fund Activity: Q1 2016 in Review
33 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q1 2016, worth a combined $30M — down 7.7% from $32.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JTA and 3 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 11 added.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $550K. The largest seller was Advisors Asset Management, cutting an estimated $1.45M.
- 33 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q1 2016, down from 38 in Q4 2015.
- Funds reported $30M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q1 2016, down 7.7% quarter-over-quarter.
- 3 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q1 2016 and 8 closed out, a net change of -5 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q1 2016 was Parametric Portfolio Associates, an estimated $550K added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q1 2016 was Advisors Asset Management, an estimated $1.45M sold.
Based on aggregated 13F filings for Q1 2016.