NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
41 hedge funds and large institutions have $37.8M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.
10% more capital invested
Capital invested by funds: $34.3M → $37.8M (+$3.52M)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
2% less funds holding
Funds holding: 42 → 41 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.71M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$624K |
| 3 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
+$427K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$389K |
| 5 |
VF
Virtu Financial
New York
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.04M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$742K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$476K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$132K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$79.8K |
JTD Hedge Fund Activity: Q3 2017 in Review
41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2017, worth a combined $37.8M — up 10% from $34.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JTD and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.
The largest buyer was Shaker Financial Services, adding an estimated $1.71M. The largest seller was Cohen & Steers, cutting an estimated $1.04M.
- 41 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2017, down from 42 in Q2 2017.
- Funds reported $37.8M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2017, up 10% quarter-over-quarter.
- 3 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2017 and 4 closed out, a net change of -1 holder.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2017 was Shaker Financial Services, an estimated $1.71M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2017 was Cohen & Steers, an estimated $1.04M sold.
Based on aggregated 13F filings for Q3 2017.