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Nuveen Taxable Municipal Income Fund
NBB

73 hedge funds and large institutions have $166M invested in Nuveen Taxable Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 72 → 73 (+1)

0.19% less ownership

Funds ownership: 26.28% → 26.09% (-0.19%)

2% less capital invested

Capital invested by funds: $169M → $166M (-$2.66M)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
+$3.21M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.17M
3
Morgan Stanley
Morgan Stanley
New York
+$676K
4
Millennium Management
Millennium Management
New York
+$468K
5
Invesco
Invesco
Georgia
+$280K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.94M
2
SIA
Sit Investment Associates
Minnesota
-$1.92M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.06M
4
RJA
Raymond James & Associates
Florida
-$665K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$898K +$138K +6,100 +18%
RJT
27
Raymond James Trust
Florida
$870K +$35.2K +1,553 +4%
ASN
28
Advisory Services Network
Georgia
$766K +$159 +7 +0%
PIA
29
Powell Investment Advisors
Florida
$732K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$676K +$82.6K +3,642 +14%
GVAG
31
Great Valley Advisor Group
Delaware
$592K -$183K -8,056 -24%
FAG
32
Fortitude Advisory Group
Washington
$573K +$573K +25,257 New
CG
33
Colony Group
Massachusetts
$521K – – –
CF
34
Clarity Financial
Texas
$508K +$100K +4,430 +25%
Millennium Management
35
Millennium Management
New York
$468K +$468K +20,631 New
TIM
36
Triad Investment Management
California
$378K +$378K +16,659 New
BFG
37
Barber Financial Group
Kansas
$349K +$4.97K +219 +1%
VHAM
38
Van Hulzen Asset Management
California
$344K -$18.1K -800 -5%
BFS
39
Bickling Financial Services
Massachusetts
$343K -$147K -6,471 -30%
AWG
40
Altus Wealth Group
Colorado
$301K +$31.7K +1,400 +12%
KWM
41
Kingsview Wealth Management
Oregon
$290K -$3.24K -143 -1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$288K -$14K -617 -5%
IWA
43
IBEX Wealth Advisors
New Jersey
$260K +$26.1K +1,150 +11%
GLA
44
Good Life Advisors
Pennsylvania
$253K +$40.8K +1,800 +19%
CHJWM
45
Carlton Hofferkamp & Jenks Wealth Management
Texas
$234K – – –
DC
46
Davenport & Co
Virginia
$231K – – –
CA
47
Cetera Advisors
Colorado
$224K +$14.7K +650 +7%
SPIA
48
Steward Partners Investment Advisory
New York
$215K +$44.1K +1,946 +26%
LCM
49
Landscape Capital Management
New Jersey
$213K +$212K +9,366 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$211K -$284K -12,514 -57%
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NBB Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q4 2021, worth a combined $166M — down 1.6% from $169M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NBB positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Coastal Bridge Advisors, opening a new position worth an estimated $3.21M. The largest seller was UBS Group, cutting an estimated $4.94M.

  • 73 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q4 2021, up from 72 in Q3 2021.
  • Funds reported $166M of Nuveen Taxable Municipal Income Fund stock for Q4 2021, down 1.6% quarter-over-quarter.
  • 10 funds opened new Nuveen Taxable Municipal Income Fund positions in Q4 2021 and 9 closed out, a net change of +1 holder.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q4 2021 was Coastal Bridge Advisors, an estimated $3.21M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q4 2021 was UBS Group, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2021.