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JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD

Delisted

JTD was delisted on the 19th of November, 2021.

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47 hedge funds and large institutions have $43.7M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

19% more capital invested

Capital invested by funds: $36.6M → $43.7M (+$7.11M)

9% more funds holding

Funds holding: 43 → 47 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$1.17M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$792K
3
Millennium Management
Millennium Management
New York
+$439K
4
LCM
Landscape Capital Management
New Jersey
+$401K
5
Bank of America
Bank of America
North Carolina
+$384K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$660K
2
DA
Doliver Advisors
Texas
-$308K
3
GC
Guggenheim Capital
Illinois
-$249K
4
SFS
Shaker Financial Services
Virginia
-$187K
5
Invesco
Invesco
Georgia
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
26
Clough Capital Partners
Massachusetts
$365K +$342K +25,700 New
RJA
27
Raymond James & Associates
Florida
$353K +$74.1K +5,569 +29%
9WM
28
9258 Wealth Management
Ohio
$348K -$22.3K -1,674 -6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$344K +$34.3K +2,580 +12%
KAS
30
Kestra Advisory Services
Texas
$339K -$126K -9,469 -28%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$334K +$47.9K +3,600 +18%
SPC
32
Sigma Planning Corp
Michigan
$308K -$18.2K -1,368 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$269K +$7.44K +559 +3%
MML Investors Services
34
MML Investors Services
Massachusetts
$268K – – –
RCM
35
Rivernorth Capital Management
Florida
$239K +$224K +16,804 New
LFAS
36
Level Four Advisory Services
Texas
$207K +$6.65K +500 +4%
DWM
37
Darwin Wealth Management
Florida
$198K +$4.5K +338 +2%
HCM
38
Hollencrest Capital Management
California
$150K – – –
TFS
39
TrustCore Financial Services
Tennessee
$122K – – –
GWM
40
Geneos Wealth Management
Colorado
$82K +$10.6K +800 +14%
S
41
SignatureFD
Georgia
$36K +$33.3K +2,500 New
IAIM
42
International Assets Investment Management
Florida
$28K +$26.6K +2,000 New
PB
43
Pinnacle Bancorp
Nebraska
$27K – – –
CFA
44
Carroll Financial Associates
North Carolina
$20K – – –
BWA
45
Burt Wealth Advisors
Maryland
$17K – – –
APA
46
American Portfolios Advisors
New York
$7.82K – – –
Citigroup
47
Citigroup
New York
$3K +$1.17K +88 +58%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
– -$660K -50,502 Closed
DA
49
Doliver Advisors
Texas
– -$308K -23,582 Closed
SWM
50
SeaCrest Wealth Management
New York
– -$170K -13,032 Closed
1
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JTD Hedge Fund Activity: Q4 2020 in Review

47 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2020, worth a combined $43.7M — up 19% from $36.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JTD positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $1.17M. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $660K sold.

  • 47 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $43.7M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2020, up 19% quarter-over-quarter.
  • 8 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2020 and 4 closed out, a net change of +4 holders.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2020 was Saba Capital Management, an estimated $1.17M added.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2020 was PNC Financial Services Group, an estimated $660K sold.

Based on aggregated 13F filings for Q4 2020.