Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
28 hedge funds and large institutions have $32.9M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
2% less capital invested
Capital invested by funds: $33.6M → $32.9M (-$695K)
10% less funds holding
Funds holding: 31 → 28 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$863K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$535K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$241K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$155K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$40.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.52M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$649K |
| 3 |
LPL Financial
San Diego,
California
|
-$533K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$257K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$129K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
26
Central Trust Company
Jefferson City,
Missouri
| $11K | – | – | – |
|
|
FIA
27
FNY Investment Advisers
New York
| $3K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
|
SFS
29
Shaker Financial Services
Arlington,
Virginia
| – | -$2.52M | -195,638 | Closed |
|
|
CRC
30
Curi RMB Capital
Chicago,
Illinois
| – | -$129K | -10,012 | Closed |
|
|
FANJ
31
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$9K | -700 | Closed |
|
|
CF
32
Centaurus Financial
Anaheim,
California
| – | -$9K | -694 | Closed |
|
JTA Hedge Fund Activity: Q3 2018 in Review
28 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q3 2018, worth a combined $32.9M — down 2.1% from $33.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JTA and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 9 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $863K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.52M sold.
- 28 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q3 2018, down from 31 in Q2 2018.
- Funds reported $32.9M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q3 2018, down 2.1% quarter-over-quarter.
- 1 fund opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q3 2018 and 4 closed out, a net change of -3 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q3 2018 was Susquehanna International Group, an estimated $863K added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q3 2018 was Shaker Financial Services, an estimated $2.52M sold.
Based on aggregated 13F filings for Q3 2018.