NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
40 hedge funds and large institutions have $32.9M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
11% more funds holding
Funds holding: 36 → 40 (+4)
2% more capital invested
Capital invested by funds: $32.2M → $32.9M (+$699K)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.75M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$1.13M |
| 3 |
Morgan Stanley
New York
|
+$394K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$322K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.19M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$220K |
| 3 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$161K |
| 4 |
Cohen & Steers
New York
|
-$105K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$80.3K |
JTD Hedge Fund Activity: Q4 2016 in Review
40 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2016, worth a combined $32.9M — up 2.2% from $32.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JTD positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $1.75M. The largest seller was Advisors Asset Management, cutting an estimated $1.19M.
- 40 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2016, up from 36 in Q3 2016.
- Funds reported $32.9M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2016, up 2.2% quarter-over-quarter.
- 7 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2016 and 2 closed out, a net change of +5 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2016 was Shaker Financial Services, an estimated $1.75M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2016 was Advisors Asset Management, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2016.