NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
31 hedge funds and large institutions have $43.4M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 3 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
11% more funds holding
Funds holding: 28 → 31 (+3)
8% more capital invested
Capital invested by funds: $40M → $43.4M (+$3.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.16M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$875K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$679K |
| 4 |
Cohen & Steers
New York
|
+$474K |
| 5 |
Morgan Stanley
New York
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$745K |
| 2 |
UR
USCA RIA
Houston,
Texas
|
-$266K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$231K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$88.6K |
| 5 |
LPL Financial
San Diego,
California
|
-$27.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $15K | – | – | – |
|
|
AIA
27
Alerus Investment Advisors
Wayzata,
Minnesota
| $12K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $8K | +$6.7K | +447 | +447% |
|
|
CFA
29
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
|
WA
30
WFG Advisors
Dallas,
Texas
| $3K | +$3K | +200 | New |
|
|
AIG
31
American International Group
New York
| $1.74K | – | – | – |
|
|
UR
32
USCA RIA
Houston,
Texas
| – | -$266K | -17,888 | Closed |
|
|
MA
33
MUFG Americas
New York
| – | -$13K | -842 | Closed |
|
|
WC
34
Whitnell & Co
Oak Brook,
Illinois
| – | -$1K | -53 | Closed |
|
JTD Hedge Fund Activity: Q3 2013 in Review
31 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2013, worth a combined $43.4M — up 8.5% from $40M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JTD positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.16M. The largest seller was Advisors Asset Management, cutting an estimated $745K.
- 31 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2013, up from 28 in Q2 2013.
- Funds reported $43.4M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2013, up 8.5% quarter-over-quarter.
- 6 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2013 and 3 closed out, a net change of +3 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2013 was Wolverine Asset Management, an estimated $1.16M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2013 was Advisors Asset Management, an estimated $745K sold.
Based on aggregated 13F filings for Q3 2013.