Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
30 hedge funds and large institutions have $34M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
7% more funds holding
Funds holding: 28 → 30 (+2)
3% more capital invested
Capital invested by funds: $32.9M → $34M (+$1.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$803K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$772K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$699K |
| 4 |
LPL Financial
San Diego,
California
|
+$270K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$84.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$628K |
| 2 |
Morgan Stanley
New York
|
-$393K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$349K |
| 4 |
Cohen & Steers
New York
|
-$208K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$167K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
26
North Star Investment Management
Chicago,
Illinois
| $17K | +$597 | +44 | +4% |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $14K | +$13.6K | +1,000 | New |
|
|
FANJ
28
Financial Architects (New Jersey)
Marlton,
New Jersey
| $10K | -$4.07K | -300 | -30% |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
30
SEI Investments
Oaks,
Pennsylvania
| $2K | +$1.52K | +112 | New |
|
|
WS
31
Wedbush Securities
Los Angeles,
California
| – | -$153K | -11,172 | Closed |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$87K | -6,309 | Closed |
|
JTA Hedge Fund Activity: Q4 2017 in Review
30 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q4 2017, worth a combined $34M — up 3.2% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JTA positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $803K. The largest seller was Royal Bank of Canada, cutting an estimated $628K.
- 30 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q4 2017, up from 28 in Q3 2017.
- Funds reported $34M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q4 2017, up 3.2% quarter-over-quarter.
- 4 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q4 2017 and 2 closed out, a net change of +2 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q4 2017 was UBS Group, an estimated $803K added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q4 2017 was Royal Bank of Canada, an estimated $628K sold.
Based on aggregated 13F filings for Q4 2017.