NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
33 hedge funds and large institutions have $33.6M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
22% more funds holding
Funds holding: 27 → 33 (+6)
11% less capital invested
Capital invested by funds: $37.6M → $33.6M (-$4.02M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.21M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$789K |
| 3 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
+$313K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$302K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$739K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$413K |
| 3 |
Cohen & Steers
New York
|
-$147K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$135K |
| 5 |
KA
Klingman & Associates
New York
|
-$30.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $22K | +$1.96K | +131 | +9% |
|
27
Creative Planning
Overland Park,
Kansas
| $17K | +$18.9K | +1,262 | New |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $14K | – | – | – |
|
|
DADC
29
D.A. Davidson & Co
Great Falls,
Montana
| $10K | – | – | – |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $10K | +$11K | +737 | New |
|
|
BKA
31
Brick & Kyle Associates
Newtown,
Pennsylvania
| $8K | – | – | – |
|
|
WCM
32
Windsor Capital Management
Phoenix,
Arizona
| $4K | +$4.49K | +300 | New |
|
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | – | – | – |
|
34
Citigroup
New York
| – | -$9.05K | -604 | -98% |
|
JTD Hedge Fund Activity: Q3 2015 in Review
33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2015, worth a combined $33.6M — down 11% from $37.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JTD positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.21M. The largest seller was Invesco, cutting an estimated $739K.
- 33 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2015, up from 27 in Q2 2015.
- Funds reported $33.6M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2015, down 11% quarter-over-quarter.
- 7 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2015 and 1 closed out, a net change of +6 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2015 was Shaker Financial Services, an estimated $1.21M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2015 was Invesco, an estimated $739K sold.
Based on aggregated 13F filings for Q3 2015.