NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
48 hedge funds and large institutions have $40.3M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 10 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
8% less capital invested
Capital invested by funds: $43.6M → $40.3M (-$3.36M)
9% less funds holding
Funds holding: 53 → 48 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$832K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$652K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$397K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$230K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.83M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.08M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$992K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$695K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$649K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAFM
51
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$446K | -29,485 | Closed |
|
|
QC
52
Quantedge Capital
Singapore
| – | -$390K | -25,800 | Closed |
|
53
Ameriprise
Minneapolis,
Minnesota
| – | -$156K | -10,350 | Closed |
|
|
S
54
SignatureFD
Atlanta,
Georgia
| – | -$38K | -2,500 | Closed |
|
|
WAP
55
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$35K | -2,300 | Closed |
|
|
IAIM
56
International Assets Investment Management
Orlando,
Florida
| – | -$28K | -2,000 | Closed |
|
|
AIC
57
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$23.4K | -1,550 | Closed |
|
58
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$9K | -598 | Closed |
|
JTD Hedge Fund Activity: Q2 2021 in Review
48 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2021, worth a combined $40.3M — down 7.7% from $43.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JTD and 5 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 15 added.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $832K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.83M sold.
- 48 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2021, down from 53 in Q1 2021.
- Funds reported $40.3M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2021, down 7.7% quarter-over-quarter.
- 5 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2021 and 10 closed out, a net change of -5 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2021 was Sit Investment Associates, an estimated $832K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2021 was Wolverine Asset Management, an estimated $1.83M sold.
Based on aggregated 13F filings for Q2 2021.