We are live on ! Find out more
JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND

Delisted

JTD was delisted on the 19th of November, 2021.

44 hedge funds and large institutions have $31.5M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $25.2M → $31.5M (+$6.35M)

0% more funds holding

Funds holding: 4444 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$3.88M +$198K +15,791 +5%
UBS Group
2
UBS Group
Switzerland
$3.54M +$741K +58,959 +27%
Morgan Stanley
3
Morgan Stanley
New York
$3.05M +$74.6K +5,939 +3%
GC
4
Guggenheim Capital
Illinois
$2.66M +$1.28M +102,083 +96%
Wells Fargo
5
Wells Fargo
California
$1.83M -$107K -8,474 -6%
First Trust Advisors
6
First Trust Advisors
Illinois
$1.61M -$32.6K -2,592 -2%
WAM
7
Wolverine Asset Management
Illinois
$1.52M +$248K +19,732 +20%
Invesco
8
Invesco
Georgia
$1.19M +$91.7K +7,297 +9%
AAM
9
Advisors Asset Management
Colorado
$1.1M +$415K +33,036 +62%
Bank of America
10
Bank of America
North Carolina
$987K +$219K +17,397 +29%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$963K
Osaic Holdings
12
Osaic Holdings
Arizona
$913K -$66.7K -5,311 -7%
Cohen & Steers
13
Cohen & Steers
New York
$883K -$275K -21,907 -24%
LPL Financial
14
LPL Financial
California
$839K -$29.8K -2,369 -3%
CRC
15
Curi RMB Capital
Illinois
$799K -$204K -16,230 -21%
RJA
16
Raymond James & Associates
Florida
$663K +$325K +25,831 +99%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$645K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$419K +$412K +32,793 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$393K -$35.1K -2,795 -8%
9WM
20
9258 Wealth Management
Ohio
$357K -$3.14K -250 -0.9%
PA
21
Parallel Advisors
California
$293K
MA
22
Mutual Advisors
Nebraska
$290K +$33.6K +2,677 +13%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$289K -$207K -16,463 -42%
SPC
24
Sigma Planning Corp
Michigan
$267K -$1.27K -101 -0.5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$264K +$43K +3,419 +20%

JTD Hedge Fund Activity: Q2 2020 in Review

44 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2020, worth a combined $31.5M — up 25% from $25.2M a quarter earlier.

Fund positioning in JTD was balanced in Q2 2020: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 15 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.28M. The largest seller was Cohen & Steers, cutting an estimated $275K.

  • 44 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $31.5M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2020, up 25% quarter-over-quarter.
  • 4 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2020 and 4 closed out, a net change of 0 holders.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2020 was Guggenheim Capital, an estimated $1.28M added.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2020 was Cohen & Steers, an estimated $275K sold.

Based on aggregated 13F filings for Q2 2020.