Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA was delisted on the 19th of November, 2021.
30 hedge funds and large institutions have $30.5M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 9 closing their positions.
14% more capital invested
Capital invested by funds: $26.7M → $30.5M (+$3.83M)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
17% less funds holding
Funds holding: 36 → 30 (-6)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$5.94M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.02M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$539K |
| 4 |
Morgan Stanley
New York
|
+$440K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.37M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.24M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$892K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$747K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$707K |
JTA Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q1 2021, worth a combined $30.5M — up 14% from $26.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JTA and 3 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 11 added.
The largest buyer was Heron Bay Capital Management, opening a new position worth an estimated $5.94M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.37M sold.
- 30 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q1 2021, down from 36 in Q4 2020.
- Funds reported $30.5M of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q1 2021, up 14% quarter-over-quarter.
- 3 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q1 2021 and 9 closed out, a net change of -6 holders.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund buyer in Q1 2021 was Heron Bay Capital Management, an estimated $5.94M added.
- The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q1 2021 was Wolverine Asset Management, an estimated $2.37M sold.
Based on aggregated 13F filings for Q1 2021.