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Nuveen Taxable Municipal Income Fund

75 hedge funds and large institutions have $194M invested in Nuveen Taxable Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 12

7% more capital invested

Capital invested by funds: $182M → $194M (+$12.9M)

2.32% more ownership

Funds ownership: 40.32%42.64% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 8375 (-8)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
33
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
26
Bruce G. Allen Investments
Colorado
$817K -$69.7K -4,643 -8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$698K +$29.6K +1,971 +5%
RP
28
Riverbridge Partners
Minnesota
$661K +$314K +20,887 +96%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$579K +$736 +49 +0.1%
ASN
30
Advisory Services Network
Georgia
$579K +$3.75K +250 +0.7%
AC
31
Amitell Capital
Singapore
$485K
WAM
32
Wolverine Asset Management
Illinois
$474K +$267K +17,814 +140%
CA
33
Cresta Advisors
Texas
$441K
HKAM
34
Horizon Kinetics Asset Management
New York
$418K
DAS
35
Dynamic Advisor Solutions
Arizona
$400K +$12.8K +852 +3%
USCWA
36
U.S. Capital Wealth Advisors
Texas
$362K
GKWIM
37
Gerber Kawasaki Wealth & Investment Management
California
$340K +$8.83K +588 +3%
Stifel Financial
38
Stifel Financial
Missouri
$338K +$129K +8,598 +65%
Nomura Holdings
39
Nomura Holdings
Japan
$328K +$7.51K +500 +2%
FAG
40
Fortitude Advisory Group
Washington
$322K
AWS
41
Atria Wealth Solutions
New York
$317K +$8.66K +577 +3%
HighTower Advisors
42
HighTower Advisors
Illinois
$315K +$360 +24 +0.1%
IWC
43
Integrated Wealth Concepts
Massachusetts
$282K +$8.45K +563 +3%
GP
44
Gridiron Partners
Pennsylvania
$279K -$10.8K -721 -4%
FWM
45
Focused Wealth Management
New York
$277K +$1.07K +71 +0.4%
GVAG
46
Great Valley Advisor Group
Delaware
$275K -$15K -1,000 -5%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$269K -$21.8K -1,451 -8%
Calamos Advisors
48
Calamos Advisors
Illinois
$245K +$237K +15,792 New
KCIC
49
Kuhn & Co Investment Counsel
Illinois
$225K
PVM
50
Palogic Value Management
Texas
$217K