Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
30 hedge funds and large institutions have $29.5M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 8 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
8% more capital invested
Capital invested by funds: $27.4M → $29.5M (+$2.07M)
17% less funds holding
Funds holding: 36 → 30 (-6)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$970K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$536K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$365K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$263K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$655K |
| 2 |
LCM
Laurion Capital Management
New York
|
-$455K |
| 3 |
Citigroup
New York
|
-$286K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$254K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
26
North Star Investment Management
Chicago,
Illinois
| $14K | – | – | – |
|
|
FANJ
27
Financial Architects (New Jersey)
Marlton,
New Jersey
| $12K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
|
CA
29
Cornerstone Advisors
Asheville,
North Carolina
| – | -$655K | -57,701 | Closed |
|
|
LCM
30
Laurion Capital Management
New York
| – | -$455K | -40,046 | Closed |
|
|
LCM
31
Landscape Capital Management
Englewood,
New Jersey
| – | -$209K | -18,495 | Closed |
|
32
SG Americas Securities
New York
| – | -$150K | -13,235 | Closed |
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$130K | -11,472 | Closed |
|
|
WAM
34
Weiss Asset Management
Boston,
Massachusetts
| – | -$123K | -10,819 | Closed |
|
|
DA
35
Doliver Advisors
Houston,
Texas
| – | -$119K | -10,532 | Closed |
|
|
MBT
36
Montecito Bank & Trust
Santa Barbara,
California
| – | -$23K | -2,000 | Closed |
|
|
MA
37
MUFG Americas
New York
| – | +$274 | +23 | New |
|
JTA Hedge Fund Activity: Q1 2017 in Review
30 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q1 2017, worth a combined $29.5M — up 7.5% from $27.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JTA and 2 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 11 added.
The largest buyer was Invesco, adding an estimated $970K. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $655K sold.
- 30 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q1 2017, down from 36 in Q4 2016.
- Funds reported $29.5M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q1 2017, up 7.5% quarter-over-quarter.
- 2 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q1 2017 and 8 closed out, a net change of -6 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q1 2017 was Invesco, an estimated $970K added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q1 2017 was Cornerstone Advisors, an estimated $655K sold.
Based on aggregated 13F filings for Q1 2017.