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Nuveen Taxable Municipal Income Fund

73 hedge funds and large institutions have $164M invested in Nuveen Taxable Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

0.66% more ownership

Funds ownership: 25.95%26.6% (+0.66%)

3% less capital invested

Capital invested by funds: $169M → $164M (-$4.34M)

4% less funds holding

Funds holding: 7673 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$81K -$88.7K -3,868 -52%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$73K +$74K +3,227 New
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$62K +$54.1K +2,357 +606%
PFPT
54
Pinnacle Financial Partners (Tennessee)
Tennessee
$60K
CFD
55
Creative Financial Designs
Indiana
$56K
IAIM
56
International Assets Investment Management
Florida
$48K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$45K
TIM
58
Tortoise Investment Management
New York
$44K
FPS
59
Fieldpoint Private Securities
Connecticut
$32K
APWA
60
Atlas Private Wealth Advisors
New Jersey
$26K +$138 +6 +0.5%
HNB
61
Huntington National Bank
Ohio
$25K
NFG
62
Next Financial Group
Texas
$25K
SIAP
63
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K
First Manhattan
64
First Manhattan
New York
$24K
PMFA
65
Plante Moran Financial Advisors
Michigan
$18K
SWM
66
Spire Wealth Management
Virginia
$14K +$14.5K +634 New
HCM
67
Highlander Capital Management
New Jersey
$12K
HI
68
Harbour Investments
Wisconsin
$11K +$11.5K +500 New
CT
69
Caldwell Trust
Florida
$6.6K
JFA
70
JNBA Financial Advisors
Minnesota
$6K -$6.28K -274 -50%
AWA
71
Arkadios Wealth Advisors
Georgia
$4K -$2.04K -89 -29%
SWA
72
SOA Wealth Advisors
New York
$4K
PAM
73
Panagora Asset Management
Massachusetts
$1K +$161 +7 +14%
DAS
74
Dynamic Advisor Solutions
Arizona
-$655K -27,596 Closed
Millennium Management
75
Millennium Management
New York
-$340K -14,300 Closed