Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
32 hedge funds and large institutions have $23.8M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 8 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
6% less funds holding
Funds holding: 34 → 32 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
21% less capital invested
Capital invested by funds: $30.3M → $23.8M (-$6.46M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$474K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$450K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$338K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$129K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.17M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.1M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$581K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$555K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$549K |
JTA Hedge Fund Activity: Q2 2016 in Review
32 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q2 2016, worth a combined $23.8M — down 21% from $30.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JTA and 7 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 12 added.
The largest buyer was HL Financial Services, opening a new position worth an estimated $474K. The largest seller was Shaker Financial Services, cutting an estimated $3.17M.
- 32 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q2 2016, down from 34 in Q1 2016.
- Funds reported $23.8M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q2 2016, down 21% quarter-over-quarter.
- 7 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q2 2016 and 8 closed out, a net change of -1 holder.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q2 2016 was HL Financial Services, an estimated $474K added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q2 2016 was Shaker Financial Services, an estimated $3.17M sold.
Based on aggregated 13F filings for Q2 2016.