NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
42 hedge funds and large institutions have $31.3M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5% more funds holding
Funds holding: 40 → 42 (+2)
2% less capital invested
Capital invested by funds: $31.8M → $31.3M (-$480K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$605K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$505K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$326K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$317K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.54M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.02M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$866K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$127K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$69K |
JTD Hedge Fund Activity: Q2 2018 in Review
42 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2018, worth a combined $31.3M — down 1.5% from $31.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JTD positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $605K. The largest seller was UBS Group, cutting an estimated $1.54M.
- 42 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2018, up from 40 in Q1 2018.
- Funds reported $31.3M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2018, down 1.5% quarter-over-quarter.
- 8 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2018 and 6 closed out, a net change of +2 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2018 was Shaker Financial Services, an estimated $605K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2018 was UBS Group, an estimated $1.54M sold.
Based on aggregated 13F filings for Q2 2018.