NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
31 hedge funds and large institutions have $51.2M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.
18% more capital invested
Capital invested by funds: $43.4M → $51.2M (+$7.84M)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.58M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.88M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.73M |
| 4 |
Cohen & Steers
New York
|
+$750K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$565K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.91M |
| 2 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$347K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$215K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$210K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$196K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIA
26
Optimum Investment Advisors
Chicago,
Illinois
| $69K | – | – | – |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $16K | – | – | – |
|
28
Citigroup
New York
| $5K | -$16.1K | -1,072 | -78% |
|
|
CFA
29
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
|
WA
30
WFG Advisors
Dallas,
Texas
| $3K | – | – | – |
|
|
AIG
31
American International Group
New York
| $1.86K | – | – | – |
|
|
VKH
32
Virtu KCG Holdings
New York
| – | -$210K | -14,361 | Closed |
|
|
PPA
33
Parametric Portfolio Associates
Seattle,
Washington
| – | -$196K | -13,377 | Closed |
|
|
AIA
34
Alerus Investment Advisors
Wayzata,
Minnesota
| – | -$12K | -800 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$8K | -547 | Closed |
|
JTD Hedge Fund Activity: Q4 2013 in Review
31 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2013, worth a combined $51.2M — up 18% from $43.4M a quarter earlier.
Fund positioning in JTD was balanced in Q4 2013: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $2.58M. The largest seller was Advisors Asset Management, cutting an estimated $2.91M.
- 31 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $51.2M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2013, up 18% quarter-over-quarter.
- 4 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2013 and 4 closed out, a net change of 0 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2013 was Shaker Financial Services, an estimated $2.58M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2013 was Advisors Asset Management, an estimated $2.91M sold.
Based on aggregated 13F filings for Q4 2013.