NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
27 hedge funds and large institutions have $37.6M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.
8% less capital invested
Capital invested by funds: $41.1M → $37.6M (-$3.46M)
10% less funds holding
Funds holding: 30 → 27 (-3)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.32M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$309K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$168K |
| 4 |
LPL Financial
San Diego,
California
|
+$167K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$973K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$419K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$202K |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BKA
26
Brick & Kyle Associates
Newtown,
Pennsylvania
| $10K | – | – | – |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
|
RJA
28
Raymond James & Associates
St Petersburg,
Florida
| – | -$202K | -12,649 | Closed |
|
29
Creative Planning
Overland Park,
Kansas
| – | -$20K | -1,262 | Closed |
|
|
MA
30
MUFG Americas
New York
| – | -$1K | -45 | Closed |
|
JTD Hedge Fund Activity: Q2 2015 in Review
27 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2015, worth a combined $37.6M — down 8.4% from $41.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JTD and 1 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 8 added.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.32M. The largest seller was Advisors Asset Management, cutting an estimated $4.4M.
- 27 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2015, down from 30 in Q1 2015.
- Funds reported $37.6M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2015, down 8.4% quarter-over-quarter.
- 1 fund opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2015 and 3 closed out, a net change of -2 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2015 was Shaker Financial Services, an estimated $2.32M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2015 was Advisors Asset Management, an estimated $4.4M sold.
Based on aggregated 13F filings for Q2 2015.