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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 $32.9M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

11% more funds holding

Funds holding: 36 → 40 (+4)

2% more capital invested

Capital invested by funds: $32.2M → $32.9M (+$699K)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
11
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.75M
2
LCM
Laurion Capital Management
New York
+$1.13M
3
Morgan Stanley
Morgan Stanley
New York
+$394K
4
First Trust Advisors
First Trust Advisors
Illinois
+$322K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$300K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.19M
2
UBS Group
UBS Group
Switzerland
-$220K
3
JWM
Jacobus Wealth Management
Wisconsin
-$161K
4
Cohen & Steers
Cohen & Steers
New York
-$105K
5
Bank of America
Bank of America
North Carolina
-$80.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$107K – – –
GWM
27
Geneos Wealth Management
Colorado
$94K +$17.7K +1,250 +23%
AG
28
Advisor Group
Arizona
$58K – – –
IA
29
IFP Advisors
Florida
$46K – – –
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$29K -$7.07K -500 -19%
Citigroup
31
Citigroup
New York
$19K +$820 +58 +4%
Creative Planning
32
Creative Planning
Kansas
$18K – – –
EA
33
Edge Advisors
Georgia
$15K +$15.4K +1,090 New
US Bancorp
34
US Bancorp
Minnesota
$14K – – –
TC
35
Trust Company
Kansas
$13K +$13K +920 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$8K -$9K -637 -54%
BKA
37
Brick & Kyle Associates
Pennsylvania
$8K – – –
AIM
38
Acrospire Investment Management
Illinois
$7K +$5.65K +400 +400%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.83K +200 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$2K – – –
KA
41
Klingman & Associates
New York
– -$30K -2,039 Closed
NFG
42
Next Financial Group
Texas
– -$27K -1,800 Closed
1
2

JTD Hedge Fund Activity: Q4 2016 in Review

40 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2016, worth a combined $32.9M — up 2.2% from $32.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JTD positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.75M. The largest seller was Advisors Asset Management, cutting an estimated $1.19M.

  • 40 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2016, up from 36 in Q3 2016.
  • Funds reported $32.9M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2016, up 2.2% quarter-over-quarter.
  • 7 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2016 and 2 closed out, a net change of +5 holders.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2016 was Shaker Financial Services, an estimated $1.75M added.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2016 was Advisors Asset Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2016.