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JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD

Delisted

JTD was delisted on the 19th of November, 2021.

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40 hedge funds and large institutions have $37.7M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

21% more funds holding

Funds holding: 33 → 40 (+7)

12% more capital invested

Capital invested by funds: $33.6M → $37.7M (+$4.12M)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
9
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.2M
2
SFS
Shaker Financial Services
Virginia
+$1.04M
3
UBS Group
UBS Group
Switzerland
+$826K
4
GC
Guggenheim Capital
Illinois
+$479K
5
SG Americas Securities
SG Americas Securities
New York
+$379K

Top Sellers

Rank Fund Capital Flow
1
JWM
Jacobus Wealth Management
Wisconsin
-$638K
2
Invesco
Invesco
Georgia
-$429K
3
AAM
Advisors Asset Management
Colorado
-$362K
4
Wells Fargo
Wells Fargo
California
-$137K
5
Morgan Stanley
Morgan Stanley
New York
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$131K +$134K +9,400 New
WRM
27
Westport Resources Management
Connecticut
$67K +$69.1K +4,849 New
Deutsche Bank
28
Deutsche Bank
Germany
$55K – – –
IA
29
IFP Advisors
Florida
$46K +$46.6K +3,272 New
AIG
30
American International Group
New York
$35K – – –
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$29K – – –
KA
32
Klingman & Associates
New York
$28K +$29.1K +2,039 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$25K +$1.87K +131 +8%
NFG
34
Next Financial Group
Texas
$25K +$25.7K +1,800 New
Creative Planning
35
Creative Planning
Kansas
$18K – – –
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$14K – – –
BKA
37
Brick & Kyle Associates
Pennsylvania
$8K – – –
AIM
38
Arcadia Investment Management
Michigan
$7K +$7.13K +500 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2K – – –
AIA
40
Allegis Investment Advisors
Idaho
$1K +$1.43K +100 New
DADC
41
D.A. Davidson & Co
Montana
– -$10K -800 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$10K -737 Closed
WCM
43
Windsor Capital Management
Arizona
– -$4K -300 Closed
1
2

JTD Hedge Fund Activity: Q4 2015 in Review

40 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2015, worth a combined $37.7M — up 12% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JTD positions and 4 closed out — a net gain of 7 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.2M. The largest seller was Jacobus Wealth Management, cutting an estimated $638K.

  • 40 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2015, up from 33 in Q3 2015.
  • Funds reported $37.7M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2015, up 12% quarter-over-quarter.
  • 11 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2015 and 4 closed out, a net change of +7 holders.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2015 was LPL Financial, an estimated $1.2M added.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2015 was Jacobus Wealth Management, an estimated $638K sold.

Based on aggregated 13F filings for Q4 2015.