NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
47 hedge funds and large institutions have $39.8M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 6 closing their positions.
243% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 7
1% less capital invested
Capital invested by funds: $40.3M → $39.8M (-$425K)
2% less funds holding
Funds holding: 48 → 47 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$679K |
| 2 |
SCM
Saba Capital Management
New York
|
+$459K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$367K |
| 4 |
Morgan Stanley
New York
|
+$192K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$847K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$756K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$523K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$373K |
| 5 |
BFA
Brendel Financial Advisors
Hanover,
New Hampshire
|
-$60K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PB
51
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$31K | -1,925 | Closed |
|
|
ASN
52
Advisory Services Network
Atlanta,
Georgia
| – | -$28K | -1,727 | Closed |
|
53
Citigroup
New York
| – | -$6K | -381 | Closed |
|
JTD Hedge Fund Activity: Q3 2021 in Review
47 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2021, worth a combined $39.8M — down 1.1% from $40.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JTD and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 24 added.
The largest buyer was Wells Fargo, adding an estimated $679K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $847K sold.
- 47 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2021, down from 48 in Q2 2021.
- Funds reported $39.8M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2021, down 1.1% quarter-over-quarter.
- 5 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2021 and 6 closed out, a net change of -1 holder.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2021 was Wells Fargo, an estimated $679K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2021 was Sit Investment Associates, an estimated $847K sold.
Based on aggregated 13F filings for Q3 2021.