NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
41 hedge funds and large institutions have $37M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 6 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3% more funds holding
Funds holding: 40 → 41 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $37.7M → $37M (-$724K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.28M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$501K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$398K |
| 4 |
Morgan Stanley
New York
|
+$370K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$323K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.24M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$633K |
| 3 |
LPL Financial
San Diego,
California
|
-$577K |
| 4 |
SG Americas Securities
New York
|
-$370K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$342K |
JTD Hedge Fund Activity: Q1 2016 in Review
41 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q1 2016, worth a combined $37M — down 1.9% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JTD positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.28M. The largest seller was Advisors Asset Management, cutting an estimated $1.24M.
- 41 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q1 2016, up from 40 in Q4 2015.
- Funds reported $37M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q1 2016, down 1.9% quarter-over-quarter.
- 7 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q1 2016 and 6 closed out, a net change of +1 holder.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q1 2016 was Wolverine Asset Management, an estimated $1.28M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q1 2016 was Advisors Asset Management, an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2016.