NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
41 hedge funds and large institutions have $32.1M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.
14% more capital invested
Capital invested by funds: $28.1M → $32.1M (+$4.04M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
5% less funds holding
Funds holding: 43 → 41 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$479K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$200K |
| 3 |
Morgan Stanley
New York
|
+$178K |
| 4 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$156K |
| 5 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.52M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$371K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$199K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$151K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$142K |
JTD Hedge Fund Activity: Q1 2019 in Review
41 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q1 2019, worth a combined $32.1M — up 14% from $28.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JTD and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 11 added.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $479K. The largest seller was Shaker Financial Services, cutting an estimated $1.52M.
- 41 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q1 2019, down from 43 in Q4 2018.
- Funds reported $32.1M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q1 2019, up 14% quarter-over-quarter.
- 4 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q1 2019 and 5 closed out, a net change of -1 holder.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q1 2019 was Ladenburg Thalmann Financial Services, an estimated $479K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q1 2019 was Shaker Financial Services, an estimated $1.52M sold.
Based on aggregated 13F filings for Q1 2019.