Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
29 hedge funds and large institutions have $29.3M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
6% more capital invested
Capital invested by funds: $27.6M → $29.3M (+$1.64M)
0% more funds holding
Funds holding: 29 → 29 (0)
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: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.46M |
| 2 |
Morgan Stanley
New York
|
+$633K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$229K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$204K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.97M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$746K |
| 3 |
Cohen & Steers
New York
|
-$177K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$142K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$87.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Avondale Wealth Management
West Lake Hills,
Texas
| $43K | – | – | – |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $30K | +$28.4K | +2,463 | New |
|
|
CFGS
28
Concourse Financial Group Securities
Birmingham,
Alabama
| $28K | +$26.4K | +2,290 | New |
|
|
NSIM
29
North Star Investment Management
Chicago,
Illinois
| $16K | – | – | – |
|
|
30
Cohen & Steers
New York
| – | -$177K | -15,694 | Closed |
|
|
RJFSA
31
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$142K | -12,624 | Closed |
|
|
AIC
32
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$19K | -1,614 | Closed |
|
|
FIA
33
FNY Investment Advisers
New York
| – | -$5K | -516 | Closed |
|
|
FANJ
34
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -504 | Closed |
|
JTA Hedge Fund Activity: Q4 2019 in Review
29 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q4 2019, worth a combined $29.3M — up 5.9% from $27.6M a quarter earlier.
Fund positioning in JTA was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $1.46M. The largest seller was Shaker Financial Services, cutting an estimated $1.97M.
- 29 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $29.3M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q4 2019, up 5.9% quarter-over-quarter.
- 5 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q4 2019 and 5 closed out, a net change of 0 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q4 2019 was UBS Group, an estimated $1.46M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q4 2019 was Shaker Financial Services, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2019.