NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
42 hedge funds and large institutions have $35.7M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
3% more capital invested
Capital invested by funds: $34.5M → $35.7M (+$1.2M)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$837K |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$694K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$429K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$230K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Inscription Capital
Houston,
Texas
|
-$663K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$507K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$476K |
| 4 |
SP
SWS Partners
Columbus,
Ohio
|
-$206K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$191K |
JTD Hedge Fund Activity: Q3 2019 in Review
42 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q3 2019, worth a combined $35.7M — up 3.5% from $34.5M a quarter earlier.
Fund positioning in JTD was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 18 added to existing stakes and 9 trimmed.
The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $837K. The largest seller was Inscription Capital, exiting entirely with an estimated $663K sold.
- 42 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $35.7M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q3 2019, up 3.5% quarter-over-quarter.
- 4 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q3 2019 and 4 closed out, a net change of 0 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q3 2019 was PNC Financial Services Group, an estimated $837K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q3 2019 was Inscription Capital, an estimated $663K sold.
Based on aggregated 13F filings for Q3 2019.