Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
33 hedge funds and large institutions have $25.6M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
18% more funds holding
Funds holding: 28 → 33 (+5)
22% less capital invested
Capital invested by funds: $32.9M → $25.6M (-$7.29M)
71% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$6.83M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$545K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$421K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$229K |
| 5 |
Morgan Stanley
New York
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.59M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.07M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$870K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$783K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$609K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $72K | -$11.4K | -976 | -12% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $38K | – | – | – |
|
|
AWM
28
Avondale Wealth Management
West Lake Hills,
Texas
| $36K | – | – | – |
|
|
NSIM
29
North Star Investment Management
Chicago,
Illinois
| $13K | +$304 | +26 | +2% |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $11K | +$13.5K | +1,160 | New |
|
|
OIA
31
OneDigital Investment Advisors
Overland Park,
Kansas
| $10K | +$11.7K | +1,000 | New |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$870K | -64,173 | Closed |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| – | -$69K | -5,073 | Closed |
|
|
CTC
35
Central Trust Company
Jefferson City,
Missouri
| – | -$11K | -800 | Closed |
|
|
FIA
36
FNY Investment Advisers
New York
| – | -$3K | -270 | Closed |
|
|
DWM
37
Doyle Wealth Management
St. Petersburg,
Florida
| – | +$117 | +10 | New |
|
JTA Hedge Fund Activity: Q4 2018 in Review
33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q4 2018, worth a combined $25.6M — down 22% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JTA positions and 4 closed out — a net gain of 5 holders — while 4 added to existing stakes and 14 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $6.83M. The largest seller was UBS Group, cutting an estimated $3.59M.
- 33 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q4 2018, up from 28 in Q3 2018.
- Funds reported $25.6M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q4 2018, down 22% quarter-over-quarter.
- 9 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q4 2018 and 4 closed out, a net change of +5 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q4 2018 was Shaker Financial Services, an estimated $6.83M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q4 2018 was UBS Group, an estimated $3.59M sold.
Based on aggregated 13F filings for Q4 2018.