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Nuveen Taxable Municipal Income Fund

76 hedge funds and large institutions have $141M invested in Nuveen Taxable Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $132M → $141M (+$9.97M)

2.8% more ownership

Funds ownership: 27.86%30.66% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 7876 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% 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
7
Increased
21
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$490K -$15.8K -1,000 -3%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$466K
HKAM
28
Horizon Kinetics Asset Management
New York
$453K -$4.53K -286 -1%
CA
29
Cresta Advisors
Texas
$447K
CF
30
Clarity Financial
Texas
$445K +$449K +28,369 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$420K -$61.7K -3,898 -13%
AWS
32
Atria Wealth Solutions
New York
$370K -$31.1K -1,967 -8%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$350K +$30.4K +1,923 +9%
FAG
34
Fortitude Advisory Group
Washington
$347K
GVAG
35
Great Valley Advisor Group
Delaware
$346K
VHAM
36
Van Hulzen Asset Management
California
$332K -$45.1K -2,850 -12%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$330K +$154K +9,705 +86%
IWC
38
Integrated Wealth Concepts
Massachusetts
$329K -$886 -56 -0.3%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$325K
CAN
40
Cetera Advisor Networks
California
$322K +$12.7K +802 +4%
LCM
41
Landscape Capital Management
New Jersey
$318K +$321K +20,283 New
THWM
42
Taylor Hoffman Wealth Management
Virginia
$259K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$252K +$13.7K +864 +6%
RP
44
Riverbridge Partners
Minnesota
$249K -$16.4K -1,038 -6%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$246K +$65.7K +4,155 +36%
SW
46
SVB Wealth
Massachusetts
$242K -$45.1K -2,852 -16%
FFA
47
Farther Finance Advisors
California
$217K +$218K +13,803 New
WA
48
Waverly Advisors
Alabama
$207K
OWA
49
Opal Wealth Advisors
New York
$205K
PVM
50
Palogic Value Management
Texas
$188K