Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
28 hedge funds and large institutions have $27.7M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
1% more capital invested
Capital invested by funds: $27.4M → $27.7M (+$382K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 29 → 28 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.73M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$792K |
| 3 |
Morgan Stanley
New York
|
+$366K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$59.2K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$51.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.2M |
| 2 |
Cohen & Steers
New York
|
-$759K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$676K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$343K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$123K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
26
OneDigital Investment Advisors
Overland Park,
Kansas
| $11K | – | – | – |
|
|
FANJ
27
Financial Architects (New Jersey)
Marlton,
New Jersey
| $6K | +$5.88K | +504 | New |
|
|
FIA
28
FNY Investment Advisers
New York
| $5K | +$700 | +60 | +14% |
|
|
29
Stifel Financial
St. Louis,
Missouri
| – | -$123K | -10,636 | Closed |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$40K | -3,475 | Closed |
|
|
NSIM
31
North Star Investment Management
Chicago,
Illinois
| – | -$15K | -1,319 | Closed |
|
JTA Hedge Fund Activity: Q2 2019 in Review
28 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q2 2019, worth a combined $27.7M — up 1.4% from $27.4M a quarter earlier.
Fund positioning in JTA was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $2.73M. The largest seller was Guggenheim Capital, cutting an estimated $1.2M.
- 28 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q2 2019, down from 29 in Q1 2019.
- Funds reported $27.7M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q2 2019, up 1.4% quarter-over-quarter.
- 3 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q2 2019 and 3 closed out, a net change of 0 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q2 2019 was Shaker Financial Services, an estimated $2.73M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q2 2019 was Guggenheim Capital, an estimated $1.2M sold.
Based on aggregated 13F filings for Q2 2019.