NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$1.17M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$792K |
| 3 |
Millennium Management
New York
|
+$439K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$401K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$660K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$308K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$249K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$187K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$178K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$136K | -10,423 | Closed |
|
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.