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Nuveen Taxable Municipal Income Fund

40 hedge funds and large institutions have $111M invested in Nuveen Taxable Municipal Income Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more capital invested

Capital invested by funds: $95.5M → $111M (+$15.9M)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

2.19% more ownership

Funds ownership: 17.75%19.94% (+2.2%)

2% less funds holding

Funds holding: 4140 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
8
Increased
14
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$487K +$475K +23,732 New
HCM
27
Hollencrest Capital Management
California
$301K
FAAS
28
First Allied Advisory Services
California
$295K -$6.01K -300 -2%
CWM
29
Cabot Wealth Management
Massachusetts
$291K +$284K +14,195 New
DC
30
Davenport & Co
Virginia
$235K +$230K +11,475 New
UAS
31
United Asset Strategies
New York
$205K -$200K -10,000 -50%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$185K -$71.6K -3,577 -28%
1CP
33
1607 Capital Partners
Virginia
$150K +$146K +7,300 New
WAM
34
Wolverine Asset Management
Illinois
$90K +$88.8K +4,437 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$41K +$40K +2,000 New
NES
36
New England Securities
New York
$21K
TWA
37
TCI Wealth Advisors
Arizona
$16K +$5K +250 +46%
US Bancorp
38
US Bancorp
Minnesota
$8K
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$6K
Citigroup
40
Citigroup
New York
$1K -$2.46K -123 -76%
KIM
41
Karpus Investment Management
New York
-$2.25M -114,524 Closed
TG
42
TCW Group
California
-$1.82M -93,000 Closed
TC
43
TFS Capital
Pennsylvania
-$384K -19,564 Closed
YP
44
Yellowstone Partners
Idaho
-$202K -10,308 Closed
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
-$98K -5,008 Closed
AllianceBernstein
46
AllianceBernstein
Tennessee
-$50K -2,541 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
-$8K -400 Closed
Creative Planning
48
Creative Planning
Kansas
-$5K -262 Closed
BRWM
49
B. Riley Wealth Management
Tennessee
-$4K -202 Closed