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Nuveen Taxable Municipal Income Fund

84 hedge funds and large institutions have $194M invested in Nuveen Taxable Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $147M → $194M (+$47M)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

9% more funds holding

Funds holding: 7784 (+7)

7.38% more ownership

Funds ownership: 34.37%41.75% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
24
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$648K +$3.1K +209 +0.5%
ASN
27
Advisory Services Network
Georgia
$576K +$14.8K +1,000 +3%
GP
28
Gridiron Partners
Pennsylvania
$572K +$537K +36,202 New
SFS
29
Shaker Financial Services
Virginia
$530K +$100K +6,745 +25%
HighTower Advisors
30
HighTower Advisors
Illinois
$488K -$15.2K -1,028 -3%
USCWA
31
U.S. Capital Wealth Advisors
Texas
$469K
HKAM
32
Horizon Kinetics Asset Management
New York
$452K
CA
33
Cresta Advisors
Texas
$449K
DAS
34
Dynamic Advisor Solutions
Arizona
$403K +$371K +25,058 New
GVAG
35
Great Valley Advisor Group
Delaware
$355K +$6.97K +470 +2%
Nomura Holdings
36
Nomura Holdings
Japan
$351K +$330K +22,254 New
TW
37
Transform Wealth
Colorado
$332K +$20.8K +1,400 +7%
FAG
38
Fortitude Advisory Group
Washington
$328K
AWS
39
Atria Wealth Solutions
New York
$321K -$5.53K -373 -2%
RP
40
Riverbridge Partners
Minnesota
$315K +$2.16K +146 +0.7%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$311K +$37.8K +2,551 +15%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$307K -$95.6K -6,451 -25%
CAN
43
Cetera Advisor Networks
California
$277K -$43.4K -2,925 -14%
IWC
44
Integrated Wealth Concepts
Massachusetts
$275K -$9.01K -608 -3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$256K +$4.39K +296 +2%
MWM
46
Modern Wealth Management
Kansas
$253K +$238K +16,048 New
KCIC
47
Kuhn & Co Investment Counsel
Illinois
$229K +$215K +14,512 New
SP
48
Stonebrook Private
Michigan
$218K +$205K +13,816 New
WA
49
Waverly Advisors
Alabama
$208K
FWM
50
Focused Wealth Management
New York
$205K +$156K +10,530 +431%