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Nuveen Taxable Municipal Income Fund
NBB

79 hedge funds and large institutions have $135M invested in Nuveen Taxable Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

14% more funds holding

Funds holding: 69 → 79 (+10)

0.58% more ownership

Funds ownership: 26.33% → 26.91% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $148M → $135M (-$13.4M)

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
22
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.4M
2
BI
Bramshill Investments
Florida
+$1.3M
3
EBWM
Eagle Bluffs Wealth Management
Missouri
+$502K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$411K
5
MAM
Mystic Asset Management
Rhode Island
+$359K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.41M
2
PAS
Park Avenue Securities
New York
-$1.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.07M
4
V
Veritable
Delaware
-$709K
5
CAN
Cetera Advisor Networks
California
-$703K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Clarity Financial
Texas
$652K -$14.2K -782 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$588K +$117K +6,447 +24%
GVAG
28
Great Valley Advisor Group
Delaware
$473K +$63.3K +3,500 +15%
CAN
29
Cetera Advisor Networks
California
$469K -$703K -38,833 -60%
FAG
30
Fortitude Advisory Group
Washington
$450K +$706 +39 +0.2%
ASN
31
Advisory Services Network
Georgia
$442K +$135K +7,434 +43%
BCA
32
Bay Colony Advisors
Massachusetts
$356K +$349K +19,306 New
MAM
33
Mystic Asset Management
Rhode Island
$353K +$359K +19,850 New
KIM
34
Karpus Investment Management
New York
$313K +$318K +17,567 New
TIM
35
Triad Investment Management
California
$298K +$36 +2 +0%
WWM
36
Western Wealth Management
Colorado
$293K – – –
BFG
37
Barber Financial Group
Kansas
$279K +$4.16K +230 +1%
VHAM
38
Van Hulzen Asset Management
California
$279K +$9.05K +500 +3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$277K +$76.1K +4,206 +37%
AWG
40
Altus Wealth Group
Colorado
$272K -$25.3K -1,400 -11%
RP
41
Riverbridge Partners
Minnesota
$266K +$270K +14,921 New
NA
42
NewEdge Advisors
Louisiana
$245K +$249K +13,783 New
SW
43
SVB Wealth
Massachusetts
$228K +$232K +12,813 New
SIA
44
Sit Investment Associates
Minnesota
$227K +$231K +12,744 New
SPIA
45
Steward Partners Investment Advisory
New York
$226K +$12.8K +709 +6%
SPC
46
Sigma Planning Corp
Michigan
$219K +$223K +12,300 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$217K -$1.07M -59,397 -83%
BFS
48
Bickling Financial Services
Massachusetts
$208K +$199 +11 +0.1%
IWA
49
IBEX Wealth Advisors
New Jersey
$205K +$760 +42 +0.4%
CHJWM
50
Carlton Hofferkamp & Jenks Wealth Management
Texas
$204K – – –
1
2
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NBB Hedge Fund Activity: Q2 2022 in Review

79 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q2 2022, worth a combined $135M — down 9% from $148M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NBB positions and 7 closed out — a net gain of 10 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.4M. The largest seller was Wells Fargo, cutting an estimated $2.41M.

  • 79 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q2 2022, up from 69 in Q1 2022.
  • Funds reported $135M of Nuveen Taxable Municipal Income Fund stock for Q2 2022, down 9% quarter-over-quarter.
  • 17 funds opened new Nuveen Taxable Municipal Income Fund positions in Q2 2022 and 7 closed out, a net change of +10 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $5.4M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q2 2022 was Wells Fargo, an estimated $2.41M sold.

Based on aggregated 13F filings for Q2 2022.