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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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36 hedge funds and large institutions have $32.2M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

3% more capital invested

Capital invested by funds: $31.2M → $32.2M (+$1.06M)

5% less funds holding

Funds holding: 38 → 36 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$734K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$310K
3
GC
Guggenheim Capital
Illinois
+$217K
4
RJA
Raymond James & Associates
Florida
+$135K
5
Morgan Stanley
Morgan Stanley
New York
+$134K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$660K
2
Invesco
Invesco
Georgia
-$444K
3
KIM
Karpus Investment Management
New York
-$362K
4
UBS Group
UBS Group
Switzerland
-$119K
5
JWM
Jacobus Wealth Management
Wisconsin
-$118K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$39K -$11.4K -769 -23%
KA
27
Klingman & Associates
New York
$30K – – –
NFG
28
Next Financial Group
Texas
$27K – – –
Citigroup
29
Citigroup
New York
$20K +$431 +29 +2%
Creative Planning
30
Creative Planning
Kansas
$19K – – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$17K -$27.9K -1,878 -61%
US Bancorp
32
US Bancorp
Minnesota
$15K – – –
BKA
33
Brick & Kyle Associates
Pennsylvania
$9K – – –
ASN
34
Advisory Services Network
Georgia
$5K +$4.98K +335 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$3K – – –
AIM
36
Acrospire Investment Management
Illinois
$1K -$11.9K -800 -89%
KIM
37
Karpus Investment Management
New York
– -$362K -25,337 Closed
Deutsche Bank
38
Deutsche Bank
Germany
– -$35K -2,500 Closed
AIM
39
Arcadia Investment Management
Michigan
– -$7K -500 Closed
WAM
40
Wolverine Asset Management
Illinois
– -$5K -381 Closed
1
2

JTD Hedge Fund Activity: Q3 2016 in Review

36 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2016, worth a combined $32.2M — up 3.4% from $31.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JTD and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 12 added.

The largest buyer was Advisors Asset Management, adding an estimated $734K. The largest seller was Shaker Financial Services, cutting an estimated $660K.

  • 36 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2016, down from 38 in Q2 2016.
  • Funds reported $32.2M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2016, up 3.4% quarter-over-quarter.
  • 2 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2016 and 4 closed out, a net change of -2 holders.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2016 was Advisors Asset Management, an estimated $734K added.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2016 was Shaker Financial Services, an estimated $660K sold.

Based on aggregated 13F filings for Q3 2016.