NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
44 hedge funds and large institutions have $25.2M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
19% more funds holding
Funds holding: 37 → 44 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
26% less capital invested
Capital invested by funds: $34.2M → $25.2M (-$8.98M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.56M |
| 2 |
Morgan Stanley
New York
|
+$1.37M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$838K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$490K |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$282K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$560K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$418K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$344K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$240K |
| 5 |
Cohen & Steers
New York
|
-$177K |
JTD Hedge Fund Activity: Q1 2020 in Review
44 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q1 2020, worth a combined $25.2M — down 26% from $34.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JTD positions and 3 closed out — a net gain of 9 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.56M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $560K sold.
- 44 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q1 2020, up from 37 in Q4 2019.
- Funds reported $25.2M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q1 2020, down 26% quarter-over-quarter.
- 12 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q1 2020 and 3 closed out, a net change of +9 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q1 2020 was Wolverine Asset Management, an estimated $1.56M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $560K sold.
Based on aggregated 13F filings for Q1 2020.