NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
38 hedge funds and large institutions have $31.2M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 9 closing their positions.
10% less funds holding
Funds holding: 42 → 38 (-4)
17% less capital invested
Capital invested by funds: $37.4M → $31.2M (-$6.23M)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$679K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$513K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$182K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$165K |
| 5 |
Cohen & Steers
New York
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.74M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.16M |
| 4 |
LPL Financial
San Diego,
California
|
-$860K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$846K |
JTD Hedge Fund Activity: Q2 2016 in Review
38 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2016, worth a combined $31.2M — down 17% from $37.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JTD and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 7 added.
The largest buyer was Guggenheim Capital, adding an estimated $679K. The largest seller was Wolverine Asset Management, cutting an estimated $2M.
- 38 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2016, down from 42 in Q1 2016.
- Funds reported $31.2M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2016, down 17% quarter-over-quarter.
- 5 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2016 and 9 closed out, a net change of -4 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2016 was Guggenheim Capital, an estimated $679K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2016 was Wolverine Asset Management, an estimated $2M sold.
Based on aggregated 13F filings for Q2 2016.