NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
30 hedge funds and large institutions have $49.4M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 8 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
4% less capital invested
Capital invested by funds: $51.5M → $49.4M (-$2.12M)
14% less funds holding
Funds holding: 35 → 30 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.11M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.74M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.45M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$747K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.95M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$3.63M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.17M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$868K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$549K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $16K | +$15.9K | +1,000 | New |
|
|
AIG
27
American International Group
New York
| $8.46K | – | – | – |
|
|
WA
28
WFG Advisors
Dallas,
Texas
| $3K | – | – | – |
|
|
TJHA
29
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2K | – | – | – |
|
|
WAM
30
Wolverine Asset Management
Chicago,
Illinois
| – | -$2.17M | -141,712 | Closed |
|
|
DA
31
Doliver Advisors
Houston,
Texas
| – | -$868K | -56,728 | Closed |
|
|
CS
32
Credit Suisse
Zurich,
Switzerland
| – | -$549K | -35,860 | Closed |
|
|
GC
33
Guggenheim Capital
Chicago,
Illinois
| – | -$362K | -23,627 | Closed |
|
|
COLIM
34
City of London Investment Management
London,
United Kingdom
| – | -$345K | -22,300 | Closed |
|
|
TC
35
TFS Capital
West Chester,
Pennsylvania
| – | -$271K | -17,711 | Closed |
|
36
AllianceBernstein
Nashville,
Tennessee
| – | -$153K | -9,974 | Closed |
|
37
Citigroup
New York
| – | -$19K | -1,248 | Closed |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| – | +$64 | +4 | New |
|
JTD Hedge Fund Activity: Q2 2014 in Review
30 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2014, worth a combined $49.4M — down 4.1% from $51.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JTD and 3 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $3.11M. The largest seller was Advisors Asset Management, cutting an estimated $3.95M.
- 30 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2014, down from 35 in Q1 2014.
- Funds reported $49.4M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2014, down 4.1% quarter-over-quarter.
- 3 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2014 and 8 closed out, a net change of -5 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2014 was Morgan Stanley, an estimated $3.11M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2014 was Advisors Asset Management, an estimated $3.95M sold.
Based on aggregated 13F filings for Q2 2014.