NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
43 hedge funds and large institutions have $28.1M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
19% more funds holding
Funds holding: 36 → 43 (+7)
10% less capital invested
Capital invested by funds: $31.2M → $28.1M (-$3.15M)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$5.03M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$519K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$230K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$175K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$164K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$573K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$352K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$306K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$291K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$259K |
JTD Hedge Fund Activity: Q4 2018 in Review
43 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2018, worth a combined $28.1M — down 10% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JTD positions and 4 closed out — a net gain of 7 holders — while 8 added to existing stakes and 14 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $5.03M. The largest seller was Cetera Advisors, exiting entirely with an estimated $573K sold.
- 43 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2018, up from 36 in Q3 2018.
- Funds reported $28.1M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2018, down 10% quarter-over-quarter.
- 11 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2018 and 4 closed out, a net change of +7 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2018 was Shaker Financial Services, an estimated $5.03M added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2018 was Cetera Advisors, an estimated $573K sold.
Based on aggregated 13F filings for Q4 2018.