Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
36 hedge funds and large institutions have $27.4M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
24% more funds holding
Funds holding: 29 → 36 (+7)
12% more capital invested
Capital invested by funds: $24.6M → $27.4M (+$2.87M)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.83M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$658K |
| 3 |
LCM
Laurion Capital Management
New York
|
+$457K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$388K |
| 5 |
Citigroup
New York
|
+$274K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$677K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$395K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$76.9K |
| 4 |
Cohen & Steers
New York
|
-$59.3K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$37.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
26
Doliver Advisors
Houston,
Texas
| $119K | +$120K | +10,532 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $89K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $66K | +$23.5K | +2,064 | +56% |
|
|
BBPWM
29
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $39K | -$9.13K | -800 | -19% |
|
|
DADC
30
D.A. Davidson & Co
Great Falls,
Montana
| $31K | -$8.55K | -750 | -21% |
|
|
MBT
31
Montecito Bank & Trust
Santa Barbara,
California
| $23K | +$22.8K | +2,000 | New |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $20K | – | – | – |
|
|
NSIM
33
North Star Investment Management
Chicago,
Illinois
| $13K | +$536 | +47 | +4% |
|
|
FANJ
34
Financial Architects (New Jersey)
Marlton,
New Jersey
| $11K | +$9.13K | +800 | +400% |
|
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$1.89K | +166 | New |
|
|
LTFS
36
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$27.4K | -2,400 | -99% |
|
|
NFG
37
Next Financial Group
Houston,
Texas
| – | -$10K | -800 | Closed |
|
|
SNT
38
Security National Trust
Wheeling,
West Virginia
| – | -$6K | -500 | Closed |
|
JTA Hedge Fund Activity: Q4 2016 in Review
36 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q4 2016, worth a combined $27.4M — up 12% from $24.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JTA positions and 2 closed out — a net gain of 8 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.83M. The largest seller was Advisors Asset Management, cutting an estimated $677K.
- 36 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q4 2016, up from 29 in Q3 2016.
- Funds reported $27.4M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q4 2016, up 12% quarter-over-quarter.
- 10 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q4 2016 and 2 closed out, a net change of +8 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q4 2016 was Shaker Financial Services, an estimated $2.83M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q4 2016 was Advisors Asset Management, an estimated $677K sold.
Based on aggregated 13F filings for Q4 2016.