NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
33 hedge funds and large institutions have $49.6M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
9% more capital invested
Capital invested by funds: $45.7M → $49.6M (+$3.89M)
6% more funds holding
Funds holding: 31 → 33 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$659K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$581K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$577K |
| 4 |
Cohen & Steers
New York
|
+$349K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$321K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$846K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$521K |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$216K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$201K |
| 5 |
MA
MUFG Americas
New York
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
26
Klingman & Associates
New York
| $32K | +$31.2K | +2,000 | New |
|
27
Creative Planning
Overland Park,
Kansas
| $20K | – | – | – |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $16K | – | – | – |
|
|
BKA
29
Brick & Kyle Associates
Newtown,
Pennsylvania
| $10K | +$9.36K | +600 | New |
|
|
WA
30
WFG Advisors
Dallas,
Texas
| $7K | +$3.82K | +245 | +123% |
|
|
TJHA
31
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $2K | – | – | – |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $2K | +$2.34K | +150 | New |
|
|
MA
33
MUFG Americas
New York
| $1K | -$158K | -10,108 | -100% |
|
|
34
AQR Capital Management
Greenwich,
Connecticut
| – | -$216K | -13,992 | Closed |
|
|
RJA
35
Raymond James & Associates
St Petersburg,
Florida
| – | -$201K | -12,969 | Closed |
|
|
VKH
36
Virtu KCG Holdings
New York
| – | -$157K | -10,133 | Closed |
|
37
Citigroup
New York
| – | -$17K | -1,077 | Closed |
|
JTD Hedge Fund Activity: Q4 2014 in Review
33 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2014, worth a combined $49.6M — up 8.5% from $45.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JTD positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $659K. The largest seller was Morgan Stanley, cutting an estimated $846K.
- 33 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2014, up from 31 in Q3 2014.
- Funds reported $49.6M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2014, up 8.5% quarter-over-quarter.
- 7 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2014 and 4 closed out, a net change of +3 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2014 was Advisors Asset Management, an estimated $659K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2014 was Morgan Stanley, an estimated $846K sold.
Based on aggregated 13F filings for Q4 2014.