NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
42 hedge funds and large institutions have $34.3M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 41 → 42 (+1)
3% less capital invested
Capital invested by funds: $35.3M → $34.3M (-$1.05M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.76M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$721K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$416K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$305K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$4.17M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$1.75M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$745K |
| 4 |
LPL Financial
San Diego,
California
|
-$512K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$228K |
JTD Hedge Fund Activity: Q2 2017 in Review
42 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2017, worth a combined $34.3M — down 3% from $35.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JTD positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $1.76M. The largest seller was Shaker Financial Services, cutting an estimated $4.17M.
- 42 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2017, up from 41 in Q1 2017.
- Funds reported $34.3M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2017, down 3% quarter-over-quarter.
- 5 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2017 and 4 closed out, a net change of +1 holder.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $1.76M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2017 was Shaker Financial Services, an estimated $4.17M sold.
Based on aggregated 13F filings for Q2 2017.