NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
31 hedge funds and large institutions have $45.7M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 30 → 31 (+1)
7% less capital invested
Capital invested by funds: $49.4M → $45.7M (-$3.63M)
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.84M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.74M |
| 3 |
Morgan Stanley
New York
|
+$395K |
| 4 |
UR
USCA RIA
Houston,
Texas
|
+$178K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$951K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$369K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$354K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $17K | +$17.4K | +1,077 | New |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $15K | – | – | – |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $15K | – | – | – |
|
|
AIG
29
American International Group
New York
| $8.03K | – | – | – |
|
|
WA
30
WFG Advisors
Dallas,
Texas
| $3K | – | – | – |
|
|
TJHA
31
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2K | – | – | – |
|
|
CA
32
Cornerstone Advisors
Asheville,
North Carolina
| – | -$369K | -22,622 | Closed |
|
JTD Hedge Fund Activity: Q3 2014 in Review
31 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2014, worth a combined $45.7M — down 7.3% from $49.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JTD positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 13 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.84M. The largest seller was Advisors Asset Management, cutting an estimated $3.2M.
- 31 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2014, up from 30 in Q2 2014.
- Funds reported $45.7M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2014, down 7.3% quarter-over-quarter.
- 3 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2014 and 2 closed out, a net change of +1 holder.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2014 was Shaker Financial Services, an estimated $1.84M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2014 was Advisors Asset Management, an estimated $3.2M sold.
Based on aggregated 13F filings for Q3 2014.