Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
32 hedge funds and large institutions have $19.6M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
10% more funds holding
Funds holding: 29 → 32 (+3)
5% more capital invested
Capital invested by funds: $18.7M → $19.6M (+$889K)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.21M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$493K |
| 3 |
Cerity Partners
New York
|
+$459K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$269K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$158K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$609K |
| 3 |
Goldman Sachs
New York
|
-$138K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$68.5K |
| 5 |
Rockefeller Capital Management
New York
|
-$39.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFG
26
Independent Financial Group
San Diego,
California
| $84.3K | – | – | – |
|
|
OC
27
Oppenheimer & Co
New York
| $80K | -$36.5K | -4,390 | -31% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $50K | – | – | – |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $37K | +$38K | +4,576 | New |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $32K | -$8.79K | -1,058 | -21% |
|
|
CFGS
31
Concourse Financial Group Securities
Birmingham,
Alabama
| $11K | -$8.31K | -1,000 | -44% |
|
|
NSIM
32
North Star Investment Management
Chicago,
Illinois
| $11K | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$609K | -75,619 | Closed |
|
|
34
Goldman Sachs
New York
| – | -$138K | -17,132 | Closed |
|
|
CAN
35
Cetera Advisor Networks
El Segundo,
California
| – | -$24K | -3,000 | Closed |
|
JTA Hedge Fund Activity: Q3 2020 in Review
32 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q3 2020, worth a combined $19.6M — up 4.8% from $18.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JTA positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 13 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.21M. The largest seller was Shaker Financial Services, cutting an estimated $1.24M.
- 32 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q3 2020, up from 29 in Q2 2020.
- Funds reported $19.6M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q3 2020, up 4.8% quarter-over-quarter.
- 6 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q3 2020 and 3 closed out, a net change of +3 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q3 2020 was Cornerstone Advisors, an estimated $1.21M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q3 2020 was Shaker Financial Services, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2020.