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Nuveen Taxable Municipal Income Fund

61 hedge funds and large institutions have $150M invested in Nuveen Taxable Municipal Income Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

18% more capital invested

Capital invested by funds: $127M → $150M (+$23.3M)

1.44% more ownership

Funds ownership: 24.16%25.61% (+1.4%)

2% less funds holding

Funds holding: 6261 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
26
Powell Investment Advisors
Florida
$701K
DAS
27
Dynamic Advisor Solutions
Arizona
$582K -$836 -41 -0.2%
BAM
28
Belpointe Asset Management
Nevada
$493K +$25.5K +1,251 +6%
KWM
29
Kingsview Wealth Management
Oregon
$485K +$461K +22,601 New
CA
30
Cetera Advisors
Colorado
$476K -$17K -834 -4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$372K -$923K -45,307 -72%
OIA
32
Optimum Investment Advisors
Illinois
$345K +$12.2K +600 +4%
VHAM
33
Van Hulzen Asset Management
California
$341K
BFG
34
Barber Financial Group
Kansas
$320K +$3.51K +172 +1%
HH
35
Hilltop Holdings
Texas
$278K -$53.6K -2,630 -17%
BB
36
Busey Bank
Illinois
$268K +$51K +2,500 +25%
LWAC
37
Laurel Wealth Advisors (California)
California
$266K +$25K +1,225 +11%
BRWM
38
B. Riley Wealth Management
Tennessee
$240K -$45K -2,209 -17%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$222K -$6.24K -306 -3%
CAN
40
Cetera Advisor Networks
California
$222K +$211K +10,330 New
Jane Street
41
Jane Street
New York
$218K +$207K +10,167 New
M&T Bank
42
M&T Bank
New York
$208K +$198K +9,704 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$128K -$102K -5,011 -46%
Citigroup
44
Citigroup
New York
$106K +$224 +11 +0.2%
SPIA
45
Steward Partners Investment Advisory
New York
$101K +$55.2K +2,709 +136%
EP
46
Eudaimonia Partners
Tennessee
$86K
PAG
47
Private Advisor Group
New Jersey
$85K +$81K +3,972 New
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$82K +$122 +6 +0.2%
PFPT
49
Pinnacle Financial Partners (Tennessee)
Tennessee
$54K
GRP
50
Global Retirement Partners
California
$47K