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Nuveen Taxable Municipal Income Fund

63 hedge funds and large institutions have $140M invested in Nuveen Taxable Municipal Income Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 6163 (+2)

5% more capital invested

Capital invested by funds: $133M → $140M (+$6.48M)

0.56% more ownership

Funds ownership: 19%19.57% (+0.56%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
24
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$515K +$687 +33 +0.1%
CA
27
Cetera Advisors
Colorado
$478K +$177K +8,496 +60%
OIA
28
Optimum Investment Advisors
Illinois
$427K +$812 +39 +0.2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$403K -$10K -482 -2%
GVAG
30
Great Valley Advisor Group
Delaware
$399K
RJT
31
Raymond James Trust
Florida
$384K -$2.85K -137 -0.8%
BB
32
Busey Bank
Illinois
$384K +$104K +5,000 +38%
V
33
Veritable
Delaware
$382K
VHAM
34
Van Hulzen Asset Management
California
$320K +$67.9K +3,260 +28%
FIA
35
FNY Investment Advisers
New York
$318K +$151K +7,269 +94%
M&T Bank
36
M&T Bank
New York
$312K
AG
37
Advisor Group
Arizona
$306K -$28.6K -1,372 -9%
GC
38
Guggenheim Capital
Illinois
$262K -$6.27K -301 -2%
Truist Financial
39
Truist Financial
North Carolina
$248K +$2.69K +129 +1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$233K -$116K -5,592 -34%
LWAC
41
Laurel Wealth Advisors (California)
California
$222K +$217K +10,430 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$222K +$217K +10,442 New
BFG
43
Barber Financial Group
Kansas
$217K +$2.33K +112 +1%
LA
44
Legacy Advisors
Pennsylvania
$188K +$183K +8,802 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$140K +$17.7K +852 +15%
BAM
46
Belpointe Asset Management
Nevada
$120K +$118K +5,668 New
AF
47
Allworth Financial
California
$107K +$500 +24 +0.5%
Citigroup
48
Citigroup
New York
$103K -$24.3K -1,166 -19%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$81K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$43K