We are live on ! Find out more
NBB icon

Nuveen Taxable Municipal Income Fund

72 hedge funds and large institutions have $169M invested in Nuveen Taxable Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

0.92% less ownership

Funds ownership: 27.2%26.28% (-0.92%)

5% less funds holding

Funds holding: 7672 (-4)

5% less capital invested

Capital invested by funds: $179M → $169M (-$9.63M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
32
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
Optimum Investment Advisors
Illinois
$116K -$50.1K -2,146 -30%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$82K
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$77K
PFPT
54
Pinnacle Financial Partners (Tennessee)
Tennessee
$58K
CFD
55
Creative Financial Designs
Indiana
$57K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$46K
HA
57
Herold Advisors
New York
$44K +$45K +1,925 New
US Bancorp
58
US Bancorp
Minnesota
$41K
GKWIM
59
Gerber Kawasaki Wealth & Investment Management
California
$37K -$1.41M -60,148 -100%
Citigroup
60
Citigroup
New York
$35K -$80.2K -3,431 -69%
AWM
61
Avior Wealth Management
Nebraska
$34K
FPS
62
Fieldpoint Private Securities
Connecticut
$32K
APWA
63
Atlas Private Wealth Advisors
New Jersey
$27K +$234 +10 +0.8%
HNB
64
Huntington National Bank
Ohio
$26K
NFG
65
Next Financial Group
Texas
$25K
SWM
66
Spire Wealth Management
Virginia
$25K
SIAP
67
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K
First Manhattan
68
First Manhattan
New York
$24K
PMFA
69
Plante Moran Financial Advisors
Michigan
$19K
HCM
70
Highlander Capital Management
New Jersey
$12K
HI
71
Harbour Investments
Wisconsin
$11K
CT
72
Caldwell Trust
Florida
$6.69K
AWA
73
Arkadios Wealth Advisors
Georgia
$2K -$22.4K -959 -88%
CBA
74
Coastal Bridge Advisors
Connecticut
-$1.95M -83,327 Closed
ACA
75
Ackerman Capital Advisors
Texas
-$454K -19,405 Closed