NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
36 hedge funds and large institutions have $32.2M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
3% more capital invested
Capital invested by funds: $31.2M → $32.2M (+$1.06M)
5% less funds holding
Funds holding: 38 → 36 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$734K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$310K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$217K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$135K |
| 5 |
Morgan Stanley
New York
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$660K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$444K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$362K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$119K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$118K |
JTD Hedge Fund Activity: Q3 2016 in Review
36 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2016, worth a combined $32.2M — up 3.4% from $31.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JTD and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 12 added.
The largest buyer was Advisors Asset Management, adding an estimated $734K. The largest seller was Shaker Financial Services, cutting an estimated $660K.
- 36 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2016, down from 38 in Q2 2016.
- Funds reported $32.2M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2016, up 3.4% quarter-over-quarter.
- 2 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2016 and 4 closed out, a net change of -2 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2016 was Advisors Asset Management, an estimated $734K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2016 was Shaker Financial Services, an estimated $660K sold.
Based on aggregated 13F filings for Q3 2016.