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Nuveen Taxable Municipal Income Fund

72 hedge funds and large institutions have $169M invested in Nuveen Taxable Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

0.92% less ownership

Funds ownership: 27.2%26.28% (-0.92%)

5% less funds holding

Funds holding: 7672 (-4)

5% less capital invested

Capital invested by funds: $179M → $169M (-$9.63M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
32
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$782K +$54.4K +2,328 +7%
ASN
27
Advisory Services Network
Georgia
$773K +$59.8K +2,561 +8%
WS
28
Wedbush Securities
California
$766K +$23.4K +1,000 +3%
PIA
29
Powell Investment Advisors
Florida
$742K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$599K +$60.9K +2,608 +11%
CG
31
Colony Group
Massachusetts
$526K
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$500K -$483K -20,686 -49%
BFS
33
Bickling Financial Services
Massachusetts
$495K +$145K +6,197 +40%
CF
34
Clarity Financial
Texas
$411K +$420K +17,958 New
VHAM
35
Van Hulzen Asset Management
California
$366K +$18.7K +800 +5%
BFG
36
Barber Financial Group
Kansas
$347K +$4.09K +175 +1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$305K -$9.86K -422 -3%
KWM
38
Kingsview Wealth Management
Oregon
$296K +$17.2K +736 +6%
AWG
39
Altus Wealth Group
Colorado
$272K +$6.66K +285 +2%
AWM
40
AE Wealth Management
Kansas
$264K -$7.01K -300 -3%
CHJWM
41
Carlton Hofferkamp & Jenks Wealth Management
Texas
$252K
FFA
42
First Foundation Advisors
California
$248K -$2.59M -110,673 -91%
IWA
43
IBEX Wealth Advisors
New Jersey
$236K +$584 +25 +0.2%
DC
44
Davenport & Co
Virginia
$233K +$9.81K +420 +4%
WAM
45
Wolverine Asset Management
Illinois
$218K +$112K +4,787 +101%
GLA
46
Good Life Advisors
Pennsylvania
$214K
CA
47
Cetera Advisors
Colorado
$211K -$71.7K -3,068 -25%
LWAC
48
Laurel Wealth Advisors (California)
California
$210K
SPIA
49
Steward Partners Investment Advisory
New York
$172K +$51.4K +2,200 +41%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$126K +$1.73K +74 +1%