NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
40 hedge funds and large institutions have $37.7M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
21% more funds holding
Funds holding: 33 → 40 (+7)
12% more capital invested
Capital invested by funds: $33.6M → $37.7M (+$4.12M)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.2M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$826K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$479K |
| 5 |
SG Americas Securities
New York
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$638K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$429K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$362K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$137K |
| 5 |
Morgan Stanley
New York
|
-$123K |
JTD Hedge Fund Activity: Q4 2015 in Review
40 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2015, worth a combined $37.7M — up 12% from $33.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JTD positions and 4 closed out — a net gain of 7 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.2M. The largest seller was Jacobus Wealth Management, cutting an estimated $638K.
- 40 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2015, up from 33 in Q3 2015.
- Funds reported $37.7M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2015, up 12% quarter-over-quarter.
- 11 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2015 and 4 closed out, a net change of +7 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2015 was LPL Financial, an estimated $1.2M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2015 was Jacobus Wealth Management, an estimated $638K sold.
Based on aggregated 13F filings for Q4 2015.