We are live on ! Find out more
JTA

Nuveen Tax-Advantaged Total Return Strategy Fund
JTA

Delisted

JTA was delisted on the 19th of November, 2021.

Back to rankings

0 hedge funds and large institutions have $0 invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less funds holding

Funds holding: 27 → 0 (-27)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less capital invested

Capital invested by funds: $30.3M → $0 (-$30.3M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 26

Holders
–
Holders Change
-27
Holders Change %
-100%
% of All Funds
–
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$9.58M
2
HBCM
Heron Bay Capital Management
Michigan
-$6.08M
3
Morgan Stanley
Morgan Stanley
New York
-$5M
4
RJA
Raymond James & Associates
Florida
-$1.1M
5
SFS
Shaker Financial Services
Virginia
-$953K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
– -$9.58M -862,008 Closed
HBCM
2
Heron Bay Capital Management
Michigan
– -$6.08M -547,699 Closed
Morgan Stanley
3
Morgan Stanley
New York
– -$5M -449,633 Closed
RJA
4
Raymond James & Associates
Florida
– -$1.1M -99,274 Closed
SFS
5
Shaker Financial Services
Virginia
– -$953K -85,812 Closed
BFEC
6
Benjamin F. Edwards & Company
Missouri
– -$944K -85,005 Closed
Bank of America
7
Bank of America
North Carolina
– -$922K -82,970 Closed
PPA
8
Parametric Portfolio Associates
Washington
– -$754K -67,854 Closed
Invesco
9
Invesco
Georgia
– -$743K -66,904 Closed
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
– -$620K -55,900 Closed
LPL Financial
11
LPL Financial
California
– -$507K -45,663 Closed
COLIM
12
City of London Investment Management
United Kingdom
– -$494K -44,562 Closed
GC
13
Guggenheim Capital
Illinois
– -$292K -26,267 Closed
SCM
14
Saba Capital Management
New York
– -$285K -25,634 Closed
Comerica Bank
15
Comerica Bank
Texas
– -$253K -21,345 Closed
Creative Planning
16
Creative Planning
Kansas
– -$230K -20,696 Closed
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
– -$223K -20,028 Closed
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
– -$221K -19,850 Closed
Stifel Financial
19
Stifel Financial
Missouri
– -$211K -18,995 Closed
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
– -$200K -18,015 Closed
Osaic Holdings
21
Osaic Holdings
Arizona
– -$151K -13,649 Closed
Wells Fargo
22
Wells Fargo
California
– -$149K -13,384 Closed
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
– -$45K -4,080 Closed
FIA
24
FNY Investment Advisers
New York
– -$33K -3,002 Closed
WWM
25
Wolff Wiese Magana
California
– -$25K -2,280 Closed
1
2

JTA Hedge Fund Activity: Q4 2021 in Review

0 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) for Q4 2021, worth a combined $0 — down 100% from $30.3M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of JTA and 0 opened new positions — a net loss of 26 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was UBS Group, exiting entirely with an estimated $9.58M sold.

  • 0 institutional investors held Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) as of Q4 2021, down from 27 in Q3 2021.
  • Funds reported $0 of Nuveen Tax-Advantaged Total Return Strategy Fund stock for Q4 2021, down 100% quarter-over-quarter.
  • 0 funds opened new Nuveen Tax-Advantaged Total Return Strategy Fund positions in Q4 2021 and 26 closed out, a net change of -26 holders.
  • The largest Nuveen Tax-Advantaged Total Return Strategy Fund seller in Q4 2021 was UBS Group, an estimated $9.58M sold.

Based on aggregated 13F filings for Q4 2021.