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Nuveen Taxable Municipal Income Fund

73 hedge funds and large institutions have $164M invested in Nuveen Taxable Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

0.66% more ownership

Funds ownership: 25.95%26.6% (+0.66%)

3% less capital invested

Capital invested by funds: $169M → $164M (-$4.34M)

4% less funds holding

Funds holding: 7673 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$955K +$96.5K +4,209 +11%
Ameriprise
27
Ameriprise
Minnesota
$832K -$42.5K -1,853 -5%
PIA
28
Powell Investment Advisors
Florida
$731K
GVAG
29
Great Valley Advisor Group
Delaware
$652K -$784K -34,200 -54%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$528K +$62.3K +2,718 +13%
RJT
31
Raymond James Trust
Florida
$470K +$96K +4,187 +25%
VHAM
32
Van Hulzen Asset Management
California
$342K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$339K +$344K +14,998 New
OIA
34
Optimum Investment Advisors
Illinois
$335K -$26.1K -1,136 -7%
BFG
35
Barber Financial Group
Kansas
$335K -$9.54K -416 -3%
BB
36
Busey Bank
Illinois
$305K
CA
37
Cetera Advisors
Colorado
$276K +$14.1K +616 +5%
CAN
38
Cetera Advisor Networks
California
$271K +$47.5K +2,073 +21%
AWG
39
Altus Wealth Group
Colorado
$264K +$11.8K +515 +5%
KWM
40
Kingsview Wealth Management
Oregon
$251K +$51.8K +2,260 +25%
CF
41
Clarity Financial
Texas
$250K +$45.1K +1,965 +22%
CHJWM
42
Carlton Hofferkamp & Jenks Wealth Management
Texas
$227K +$229K +10,000 New
DC
43
Davenport & Co
Virginia
$220K +$224K +9,749 New
LWAC
44
Laurel Wealth Advisors (California)
California
$207K -$74.7K -3,258 -26%
GLA
45
Good Life Advisors
Pennsylvania
$201K
Citigroup
46
Citigroup
New York
$112K
SPIA
47
Steward Partners Investment Advisory
New York
$106K
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
$101K +$397K +17,322 New
EP
49
Eudaimonia Partners
Tennessee
$91K
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$87K +$92 +4 +0.1%