NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
53 hedge funds and large institutions have $43.6M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
13% more funds holding
Funds holding: 47 → 53 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $43.7M → $43.6M (-$120K)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.52M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$567K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$375K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$319K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.32M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$843K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$815K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$794K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$651K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9K | +$8.64K | +598 | New |
|
|
APA
52
American Portfolios Advisors
Holbrook,
New York
| $8.31K | – | – | – |
|
53
Citigroup
New York
| $6K | +$2.05K | +142 | +59% |
|
54
Millennium Management
New York
| – | -$469K | -32,971 | Closed |
|
|
LCM
55
Landscape Capital Management
Englewood,
New Jersey
| – | -$429K | -30,159 | Closed |
|
|
RCM
56
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$239K | -16,804 | Closed |
|
|
LFAS
57
Level Four Advisory Services
Dallas,
Texas
| – | -$207K | -14,570 | Closed |
|
|
CFA
58
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$20K | -1,421 | Closed |
|
|
BWA
59
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$17K | -1,200 | Closed |
|
JTD Hedge Fund Activity: Q1 2021 in Review
53 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q1 2021, worth a combined $43.6M — down 0.27% from $43.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JTD positions and 6 closed out — a net gain of 6 holders — while 13 added to existing stakes and 17 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $1.52M. The largest seller was Morgan Stanley, cutting an estimated $1.32M.
- 53 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q1 2021, up from 47 in Q4 2020.
- Funds reported $43.6M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q1 2021, down 0.27% quarter-over-quarter.
- 12 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q1 2021 and 6 closed out, a net change of +6 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q1 2021 was Thomas J. Herzfeld Advisors, an estimated $1.52M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q1 2021 was Morgan Stanley, an estimated $1.32M sold.
Based on aggregated 13F filings for Q1 2021.