NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
40 hedge funds and large institutions have $31.8M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
9% less funds holding
Funds holding: 44 → 40 (-4)
12% less capital invested
Capital invested by funds: $36M → $31.8M (-$4.25M)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$778K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$582K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$431K |
| 4 |
LPL Financial
San Diego,
California
|
+$333K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.66M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$642K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$481K |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$211K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$210K |
JTD Hedge Fund Activity: Q1 2018 in Review
40 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q1 2018, worth a combined $31.8M — down 12% from $36M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JTD and 1 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 13 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $778K. The largest seller was Morgan Stanley, cutting an estimated $2.66M.
- 40 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q1 2018, down from 44 in Q4 2017.
- Funds reported $31.8M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q1 2018, down 12% quarter-over-quarter.
- 1 fund opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q1 2018 and 5 closed out, a net change of -4 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q1 2018 was Ladenburg Thalmann Financial Services, an estimated $778K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q1 2018 was Morgan Stanley, an estimated $2.66M sold.
Based on aggregated 13F filings for Q1 2018.