Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
29 hedge funds and large institutions have $27.6M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 28 → 29 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $27.7M → $27.6M (-$100K)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$570K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$329K |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$245K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$190K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$441K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$386K |
| 3 |
IC
Inscription Capital
Houston,
Texas
|
-$195K |
| 4 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$140K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$49.5K |
JTA Hedge Fund Activity: Q3 2019 in Review
29 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q3 2019, worth a combined $27.6M — down 0.36% from $27.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JTA positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $570K. The largest seller was Wolverine Asset Management, cutting an estimated $441K.
- 29 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q3 2019, up from 28 in Q2 2019.
- Funds reported $27.6M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q3 2019, down 0.36% quarter-over-quarter.
- 5 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q3 2019 and 4 closed out, a net change of +1 holder.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q3 2019 was UBS Group, an estimated $570K added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q3 2019 was Wolverine Asset Management, an estimated $441K sold.
Based on aggregated 13F filings for Q3 2019.