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Nuveen Taxable Municipal Income Fund

76 hedge funds and large institutions have $169M invested in Nuveen Taxable Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

21% more funds holding

Funds holding: 6376 (+13)

5% more capital invested

Capital invested by funds: $160M → $169M (+$8.57M)

0.16% less ownership

Funds ownership: 26.11%25.95% (-0.16%)

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
51
Safeguard Investment Advisory Group
California
$97K +$92.8K +4,115 New
EP
52
Eudaimonia Partners
Tennessee
$96K
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$180 +8 +0.2%
CFD
54
Creative Financial Designs
Indiana
$59K
PFPT
55
Pinnacle Financial Partners (Tennessee)
Tennessee
$57K
GRP
56
Global Retirement Partners
California
$52K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$48K
IAIM
58
International Assets Investment Management
Florida
$48K +$45.8K +2,030 New
TIM
59
Tortoise Investment Management
New York
$46K
ASN
60
Advisory Services Network
Georgia
$37K
FFG
61
Fortem Financial Group
California
$36K +$33.8K +1,500 New
FPS
62
Fieldpoint Private Securities
Connecticut
$33K +$31.4K +1,395 New
APWA
63
Atlas Private Wealth Advisors
New Jersey
$28K +$248 +11 +1%
HNB
64
Huntington National Bank
Ohio
$27K
NFG
65
Next Financial Group
Texas
$26K
SIAP
66
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K
First Manhattan
67
First Manhattan
New York
$25K
PMFA
68
Plante Moran Financial Advisors
Michigan
$19K +$18.4K +814 New
JFA
69
JNBA Financial Advisors
Minnesota
$13K +$12.4K +550 New
HCM
70
Highlander Capital Management
New Jersey
$12K +$11.8K +523 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$9K +$135 +6 +2%
AWA
72
Arkadios Wealth Advisors
Georgia
$7K +$6.88K +305 New
CT
73
Caldwell Trust
Florida
$6.93K
OIM
74
Oder Investment Management
California
$6K +$5.64K +250 New
SWA
75
SOA Wealth Advisors
New York
$4K +$4.53K +201 New