NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
44 hedge funds and large institutions have $36M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
7% more funds holding
Funds holding: 41 → 44 (+3)
5% less capital invested
Capital invested by funds: $37.8M → $36M (-$1.75M)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$2.11M |
| 2 |
LPL Financial
San Diego,
California
|
+$587K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$140K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$94.7K |
| 5 |
Citigroup
New York
|
+$78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$971K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$793K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$516K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$455K |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$441K |
JTD Hedge Fund Activity: Q4 2017 in Review
44 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2017, worth a combined $36M — down 4.6% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JTD positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $2.11M. The largest seller was Guggenheim Capital, cutting an estimated $971K.
- 44 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2017, up from 41 in Q3 2017.
- Funds reported $36M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2017, down 4.6% quarter-over-quarter.
- 9 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2017 and 5 closed out, a net change of +4 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2017 was Curi RMB Capital, an estimated $2.11M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2017 was Guggenheim Capital, an estimated $971K sold.
Based on aggregated 13F filings for Q4 2017.