NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
JTD was delisted on the 19th of November, 2021.
49 hedge funds and large institutions have $40.5M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 9 closing their positions.
7% less capital invested
Capital invested by funds: $43.6M → $40.5M (-$3.15M)
8% less funds holding
Funds holding: 53 → 49 (-4)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$832K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$652K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$397K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$230K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.83M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.08M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$992K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$695K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$649K |
JTD Hedge Fund Activity: Q2 2021 in Review
49 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2021, worth a combined $40.5M — down 7.2% from $43.6M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JTD and 5 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 15 added.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $832K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.83M sold.
- 49 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2021, down from 53 in Q1 2021.
- Funds reported $40.5M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2021, down 7.2% quarter-over-quarter.
- 5 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2021 and 9 closed out, a net change of -4 holders.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND buyer in Q2 2021 was Sit Investment Associates, an estimated $832K added.
- The largest NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND seller in Q2 2021 was Wolverine Asset Management, an estimated $1.83M sold.
Based on aggregated 13F filings for Q2 2021.