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Nuveen Taxable Municipal Income Fund

69 hedge funds and large institutions have $121M invested in Nuveen Taxable Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 26.91%26.73% (-0.19%)

10% less capital invested

Capital invested by funds: $135M → $121M (-$13.9M)

13% less funds holding

Funds holding: 7969 (-10)

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
69
Holders Change
-10
Holders Change %
-12.66%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
24
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Sit Investment Associates
Minnesota
$514K +$353K +20,000 +157%
ASN
27
Advisory Services Network
Georgia
$482K +$103K +5,850 +24%
HighTower Advisors
28
HighTower Advisors
Illinois
$479K +$538K +30,479 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$478K -$127K -7,191 -19%
AWS
30
Atria Wealth Solutions
New York
$432K +$483K +27,340 New
FAG
31
Fortitude Advisory Group
Washington
$397K +$494 +28 +0.1%
CAN
32
Cetera Advisor Networks
California
$386K -$30.7K -1,739 -7%
GVAG
33
Great Valley Advisor Group
Delaware
$346K -$79.5K -4,500 -17%
BCA
34
Bay Colony Advisors
Massachusetts
$326K +$25.9K +1,464 +8%
MAM
35
Mystic Asset Management
Rhode Island
$303K -$8.83K -500 -3%
BAM
36
Belpointe Asset Management
Nevada
$297K +$335K +18,945 New
AWG
37
Altus Wealth Group
Colorado
$272K
WWM
38
Western Wealth Management
Colorado
$259K
BFG
39
Barber Financial Group
Kansas
$250K +$4.34K +246 +2%
VHAM
40
Van Hulzen Asset Management
California
$246K
RP
41
Riverbridge Partners
Minnesota
$246K +$13.7K +776 +5%
SW
42
SVB Wealth
Massachusetts
$227K +$28.7K +1,627 +13%
SPC
43
Sigma Planning Corp
Michigan
$224K +$35.3K +2,000 +16%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$210K +$20.5K +1,159 +9%
BFS
45
Bickling Financial Services
Massachusetts
$184K +$194 +11 +0.1%
CF
46
Clarity Financial
Texas
$183K -$441K -24,982 -68%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$182K -$69.2K -3,921 -25%
IWA
48
IBEX Wealth Advisors
New Jersey
$182K +$777 +44 +0.4%
MFA
49
Mayflower Financial Advisors
Massachusetts
$180K +$203K +11,500 New
CHJWM
50
Carlton Hofferkamp & Jenks Wealth Management
Texas
$172K