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Nuveen Taxable Municipal Income Fund
NBB

82 hedge funds and large institutions have $181M invested in Nuveen Taxable Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

6% more funds holding

Funds holding: 77 → 82 (+5)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0.98% more ownership

Funds ownership: 40.02% → 41% (+0.98%)

7% less capital invested

Capital invested by funds: $194M → $181M (-$13.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
22
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EBWM
Eagle Bluffs Wealth Management
Missouri
+$3.35M
2
SIA
Sit Investment Associates
Minnesota
+$2.67M
3
Morgan Stanley
Morgan Stanley
New York
+$1.95M
4
UBS Group
UBS Group
Switzerland
+$1.13M
5
SG
StoneX Group
New York
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.17M
2
GA
GraniteShares Advisors
New York
-$2.42M
3
Wells Fargo
Wells Fargo
California
-$1.27M
4
SWP
Stratos Wealth Partners
Ohio
-$641K
5
1CP
1607 Capital Partners
Virginia
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$725K +$156K +9,730 +25%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$702K +$26.6K +1,658 +4%
NWMP
28
Noble Wealth Management PBC
Colorado
$692K +$740K +46,175 New
RP
29
Riverbridge Partners
Minnesota
$663K +$24.4K +1,520 +4%
ASN
30
Advisory Services Network
Georgia
$611K +$56.1K +3,500 +9%
BAM
31
Bayshore Asset Management
Florida
$516K +$552K +34,470 New
FPAS
32
Focus Partners Advisor Solutions
Missouri
$516K +$552K +34,470 New
TW
33
Transform Wealth
Colorado
$505K +$540K +33,690 New
Calamos Advisors
34
Calamos Advisors
Illinois
$498K +$102K +6,385 +24%
CA
35
Cresta Advisors
Texas
$473K – – –
IA
36
Intellus Advisors
Florida
$471K +$504K +31,467 New
AC
37
Amitell Capital
Singapore
$468K – – –
FAG
38
Fortitude Advisory Group
Washington
$448K – – –
AWS
39
Atria Wealth Solutions
New York
$433K +$136K +8,455 +41%
HKAM
40
Horizon Kinetics Asset Management
New York
$393K -$11.9K -744 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$339K +$88.4K +5,513 +32%
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$339K -$13.7K -852 -4%
CMMS
43
Comprehensive Money Management Services
Florida
$280K +$300K +18,715 New
FWM
44
Focused Wealth Management
New York
$271K +$1.92K +120 +0.7%
GP
45
Gridiron Partners
Pennsylvania
$270K – – –
GVAG
46
Great Valley Advisor Group
Delaware
$252K -$15.1K -943 -5%
IWC
47
Integrated Wealth Concepts
Massachusetts
$251K -$29.1K -1,813 -10%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$241K – – –
DAS
49
Dynamic Advisor Solutions
Arizona
$241K -$8.99K -561 -3%
RAM
50
Readystate Asset Management
Illinois
$224K +$240K +14,968 New
1
2
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NBB Hedge Fund Activity: Q4 2024 in Review

82 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q4 2024, worth a combined $181M — down 6.7% from $194M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBB positions and 8 closed out — a net gain of 8 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Eagle Bluffs Wealth Management, adding an estimated $3.35M. The largest seller was Osaic Holdings, cutting an estimated $4.17M.

  • 82 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $181M of Nuveen Taxable Municipal Income Fund stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 16 funds opened new Nuveen Taxable Municipal Income Fund positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q4 2024 was Eagle Bluffs Wealth Management, an estimated $3.35M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q4 2024 was Osaic Holdings, an estimated $4.17M sold.

Based on aggregated 13F filings for Q4 2024.