Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
31 hedge funds and large institutions have $33.6M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 1 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
7% more funds holding
Funds holding: 29 → 31 (+2)
4% less capital invested
Capital invested by funds: $34.9M → $33.6M (-$1.3M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.84M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$846K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$738K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$596K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$5.03M |
| 2 |
Morgan Stanley
New York
|
-$447K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$42K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$11.9K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$584 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
26
North Star Investment Management
Chicago,
Illinois
| $16K | +$345 | +26 | +2% |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $10K | – | – | – |
|
|
FANJ
28
Financial Architects (New Jersey)
Marlton,
New Jersey
| $9K | – | – | – |
|
|
CF
29
Centaurus Financial
Anaheim,
California
| $9K | +$9.21K | +694 | New |
|
|
FIA
30
FNY Investment Advisers
New York
| $3K | +$3.58K | +270 | New |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| – | -$42K | -3,218 | Closed |
|
JTA Hedge Fund Activity: Q2 2018 in Review
31 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q2 2018, worth a combined $33.6M — down 3.7% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JTA positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, adding an estimated $1.84M. The largest seller was Shaker Financial Services, cutting an estimated $5.03M.
- 31 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q2 2018, up from 29 in Q1 2018.
- Funds reported $33.6M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q2 2018, down 3.7% quarter-over-quarter.
- 3 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q2 2018 and 1 closed out, a net change of +2 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q2 2018 was UBS Group, an estimated $1.84M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q2 2018 was Shaker Financial Services, an estimated $5.03M sold.
Based on aggregated 13F filings for Q2 2018.