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Nuveen Taxable Municipal Income Fund

77 hedge funds and large institutions have $147M invested in Nuveen Taxable Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3.71% more ownership

Funds ownership: 30.66%34.37% (+3.7%)

1% more funds holding

Funds holding: 7677 (+1)

4% more capital invested

Capital invested by funds: $141M → $147M (+$5.35M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
19
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
26
Horizon Kinetics Asset Management
New York
$416K -$3.48K -229 -0.8%
CA
27
Cresta Advisors
Texas
$414K
CF
28
Clarity Financial
Texas
$412K
SFS
29
Shaker Financial Services
Virginia
$391K -$123K -8,113 -23%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$376K -$14.2K -937 -3%
GVAG
31
Great Valley Advisor Group
Delaware
$320K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$314K -$11K -724 -3%
AWS
33
Atria Wealth Solutions
New York
$302K -$42K -2,766 -12%
FAG
34
Fortitude Advisory Group
Washington
$302K -$20.4K -1,340 -6%
CAN
35
Cetera Advisor Networks
California
$297K -$851 -56 -0.3%
RP
36
Riverbridge Partners
Minnesota
$288K +$59.4K +3,907 +25%
TW
37
Transform Wealth
Colorado
$286K +$298K +19,595 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$262K -$44.5K -2,926 -14%
GKWIM
39
Gerber Kawasaki Wealth & Investment Management
California
$249K +$22.3K +1,471 +9%
THWM
40
Taylor Hoffman Wealth Management
Virginia
$240K
VHAM
41
Van Hulzen Asset Management
California
$239K -$70.8K -4,659 -22%
LCM
42
Landscape Capital Management
New Jersey
$236K -$61.8K -4,071 -20%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$231K -$2.02K -133 -0.8%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$222K -$87.1K -5,733 -27%
FFA
45
Farther Finance Advisors
California
$203K +$2.99K +197 +1%
WA
46
Waverly Advisors
Alabama
$192K
OWA
47
Opal Wealth Advisors
New York
$190K
PVM
48
Palogic Value Management
Texas
$174K
CWP
49
Cyndeo Wealth Partners
Florida
$161K
CHJWM
50
Carlton Hofferkamp & Jenks Wealth Management
Texas
$159K