NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
35 hedge funds and large institutions have $51.5M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
13% more funds holding
Funds holding: 31 → 35 (+4)
1% more capital invested
Capital invested by funds: $51.2M → $51.5M (+$283K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.56M |
| 2 |
Cohen & Steers
New York
|
+$906K |
| 3 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$585K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$575K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.2M |
| 2 |
Morgan Stanley
New York
|
-$622K |
| 3 |
SG Americas Securities
New York
|
-$353K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$228K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$30K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $215K | – | – | – |
|
27
Bank of America
Charlotte,
North Carolina
| $155K | +$8.25K | +543 | +6% |
|
28
AllianceBernstein
Nashville,
Tennessee
| $153K | +$152K | +9,974 | New |
|
|
MA
29
MUFG Americas
New York
| $150K | +$2.69K | +177 | +2% |
|
|
OIA
30
Optimum Investment Advisors
Chicago,
Illinois
| $68K | – | – | – |
|
31
Citigroup
New York
| $19K | +$14.4K | +947 | +315% |
|
32
Fifth Third Bancorp
Cincinnati,
Ohio
| $15K | – | – | – |
|
|
AIG
33
American International Group
New York
| $7.94K | +$6.08K | +400 | +336% |
|
|
WA
34
WFG Advisors
Dallas,
Texas
| $3K | – | – | – |
|
|
TJHA
35
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2K | +$2.28K | +150 | New |
|
|
36
SG Americas Securities
New York
| – | -$353K | -22,540 | Closed |
|
|
CFA
37
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$4K | -300 | Closed |
|
JTD Hedge Fund Activity: Q1 2014 in Review
35 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q1 2014, worth a combined $51.5M — up 0.55% from $51.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JTD positions and 2 closed out — a net gain of 4 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was Invesco, adding an estimated $1.56M. The largest seller was Advisors Asset Management, cutting an estimated $3.2M.
- 35 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q1 2014, up from 31 in Q4 2013.
- Funds reported $51.5M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q1 2014, up 0.55% quarter-over-quarter.
- 6 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q1 2014 and 2 closed out, a net change of +4 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q1 2014 was Invesco, an estimated $1.56M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q1 2014 was Advisors Asset Management, an estimated $3.2M sold.
Based on aggregated 13F filings for Q1 2014.