NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
43 hedge funds and large institutions have $36.6M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
16% more capital invested
Capital invested by funds: $31.5M → $36.6M (+$5.09M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 44 → 43 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.24M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$660K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$567K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$444K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$883K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$431K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$163K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$150K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$96.5K |
JTD Hedge Fund Activity: Q3 2020 in Review
43 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2020, worth a combined $36.6M — up 16% from $31.5M 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 17 added.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $2.24M. The largest seller was Cohen & Steers, exiting entirely with an estimated $883K sold.
- 43 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2020, down from 44 in Q2 2020.
- Funds reported $36.6M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2020, up 16% quarter-over-quarter.
- 4 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2020 and 5 closed out, a net change of -1 holder.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2020 was Cornerstone Advisors, an estimated $2.24M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2020 was Cohen & Steers, an estimated $883K sold.
Based on aggregated 13F filings for Q3 2020.