NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
41 hedge funds and large institutions have $35.3M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
7% more capital invested
Capital invested by funds: $32.9M → $35.3M (+$2.39M)
3% more funds holding
Funds holding: 40 → 41 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$642K |
| 2 |
LCM
Laurion Capital Management
New York
|
+$544K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$485K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$287K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.08M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$948K |
| 3 |
VFPI
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
-$140K |
| 4 |
Cohen & Steers
New York
|
-$82K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$79.7K |
JTD Hedge Fund Activity: Q1 2017 in Review
41 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q1 2017, worth a combined $35.3M — up 7.3% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JTD positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $642K. The largest seller was Advisors Asset Management, cutting an estimated $1.08M.
- 41 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q1 2017, up from 40 in Q4 2016.
- Funds reported $35.3M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q1 2017, up 7.3% quarter-over-quarter.
- 5 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q1 2017 and 3 closed out, a net change of +2 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q1 2017 was Morgan Stanley, an estimated $642K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q1 2017 was Advisors Asset Management, an estimated $1.08M sold.
Based on aggregated 13F filings for Q1 2017.