NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
37 hedge funds and large institutions have $34.2M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $35.7M → $34.2M (-$1.51M)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
12% less funds holding
Funds holding: 42 → 37 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$406K |
| 2 |
Morgan Stanley
New York
|
+$181K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$156K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$46.5K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$40.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.02M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$487K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$295K |
| 4 |
LPL Financial
San Diego,
California
|
-$203K |
| 5 |
Cohen & Steers
New York
|
-$147K |
JTD Hedge Fund Activity: Q4 2019 in Review
37 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2019, worth a combined $34.2M — down 4.2% from $35.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JTD and 1 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 12 added.
The largest buyer was Guggenheim Capital, adding an estimated $406K. The largest seller was Shaker Financial Services, cutting an estimated $2.02M.
- 37 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2019, down from 42 in Q3 2019.
- Funds reported $34.2M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2019, down 4.2% quarter-over-quarter.
- 1 fund opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2019 and 6 closed out, a net change of -5 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2019 was Guggenheim Capital, an estimated $406K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2019 was Shaker Financial Services, an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2019.