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JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND

Delisted

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

47 hedge funds and large institutions have $43.7M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

19% more capital invested

Capital invested by funds: $36.6M → $43.7M (+$7.11M)

9% more funds holding

Funds holding: 4347 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$4.73M -$187K -14,031 -4%
UBS Group
2
UBS Group
Switzerland
$4.43M +$281K +21,098 +7%
Morgan Stanley
3
Morgan Stanley
New York
$3.82M +$339K +25,519 +10%
GC
4
Guggenheim Capital
Illinois
$3.02M -$249K -18,721 -8%
CA
5
Cornerstone Advisors
North Carolina
$2.74M +$301K +22,618 +13%
WAM
6
Wolverine Asset Management
Illinois
$2.55M +$143K +10,719 +6%
Bank of America
7
Bank of America
North Carolina
$1.99M +$384K +28,884 +26%
Wells Fargo
8
Wells Fargo
California
$1.8M -$67.1K -5,045 -4%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.74M -$26.8K -2,014 -2%
SCM
10
Saba Capital Management
New York
$1.63M +$1.17M +88,060 +328%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.41M +$338K +25,392 +35%
CRC
12
Curi RMB Capital
Illinois
$1.26M -$101K -7,616 -8%
AAM
13
Advisors Asset Management
Colorado
$1.18M -$15.4K -1,156 -1%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$1.07M
Invesco
15
Invesco
Georgia
$1.03M -$178K -13,366 -16%
LPL Financial
16
LPL Financial
California
$925K -$16K -1,204 -2%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$846K +$792K +59,524 New
AA
18
AQR Arbitrage
Connecticut
$550K +$217K +16,316 +73%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$522K +$71.7K +5,392 +17%
Millennium Management
20
Millennium Management
New York
$469K +$439K +32,971 New
LCM
21
Landscape Capital Management
New Jersey
$429K +$401K +30,159 New
MA
22
Mutual Advisors
Nebraska
$412K -$22.7K -1,706 -6%
PA
23
Parallel Advisors
California
$384K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$372K -$95.8K -7,200 -22%
QC
25
Quantedge Capital
Singapore
$368K +$345K +25,900 New

JTD Hedge Fund Activity: Q4 2020 in Review

47 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q4 2020, worth a combined $43.7M — up 19% from $36.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JTD positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $1.17M. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $660K sold.

  • 47 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $43.7M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q4 2020, up 19% quarter-over-quarter.
  • 8 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q4 2020 and 4 closed out, a net change of +4 holders.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q4 2020 was Saba Capital Management, an estimated $1.17M added.
  • The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q4 2020 was PNC Financial Services Group, an estimated $660K sold.

Based on aggregated 13F filings for Q4 2020.