Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
33 hedge funds and large institutions have $17.5M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
14% more funds holding
Funds holding: 29 → 33 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
40% less capital invested
Capital invested by funds: $29.3M → $17.5M (-$11.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$529K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$403K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$286K |
| 4 |
Rockefeller Capital Management
New York
|
+$273K |
| 5 |
Goldman Sachs
New York
|
+$183K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$669K |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$263K |
| 3 |
Morgan Stanley
New York
|
-$255K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$213K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$68.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $35K | – | – | – |
|
|
AWM
27
Avondale Wealth Management
West Lake Hills,
Texas
| $25K | – | – | – |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $17K | – | – | – |
|
|
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| $17K | – | – | – |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| $11K | +$16.9K | +1,614 | New |
|
|
RFA
31
Reilly Financial Advisors
La Mesa,
California
| $10K | +$15.5K | +1,480 | New |
|
|
NSIM
32
North Star Investment Management
Chicago,
Illinois
| $9K | – | – | – |
|
|
VRM
33
Vectors Research Management
New York
| $1K | +$1.04K | +100 | New |
|
|
COLIM
34
City of London Investment Management
London,
United Kingdom
| – | -$263K | -21,805 | Closed |
|
|
35
Mariner
Overland Park,
Kansas
| – | -$213K | -17,663 | Closed |
|
JTA Hedge Fund Activity: Q1 2020 in Review
33 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q1 2020, worth a combined $17.5M — down 40% from $29.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JTA positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $529K. The largest seller was Shaker Financial Services, cutting an estimated $669K.
- 33 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q1 2020, up from 29 in Q4 2019.
- Funds reported $17.5M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q1 2020, down 40% quarter-over-quarter.
- 7 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q1 2020 and 2 closed out, a net change of +5 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q1 2020 was Wolverine Asset Management, an estimated $529K added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q1 2020 was Shaker Financial Services, an estimated $669K sold.
Based on aggregated 13F filings for Q1 2020.