Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
36 hedge funds and large institutions have $26.7M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 8 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
36% more capital invested
Capital invested by funds: $19.6M → $26.7M (+$7.07M)
13% more funds holding
Funds holding: 32 → 36 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.14M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$648K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$598K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$578K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$538K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$658K |
| 2 |
Cerity Partners
New York
|
-$443K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$370K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$252K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$198K |
JTA Hedge Fund Activity: Q4 2020 in Review
36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q4 2020, worth a combined $26.7M — up 36% from $19.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JTA positions and 8 closed out — a net gain of 5 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.14M. The largest seller was Cornerstone Advisors, cutting an estimated $658K.
- 36 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q4 2020, up from 32 in Q3 2020.
- Funds reported $26.7M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q4 2020, up 36% quarter-over-quarter.
- 13 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q4 2020 and 8 closed out, a net change of +5 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q4 2020 was Rivernorth Capital Management, an estimated $1.14M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q4 2020 was Cornerstone Advisors, an estimated $658K sold.
Based on aggregated 13F filings for Q4 2020.