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Nuveen Taxable Municipal Income Fund
NBB

73 hedge funds and large institutions have $166M invested in Nuveen Taxable Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 72 → 73 (+1)

0.19% less ownership

Funds ownership: 26.28% → 26.09% (-0.19%)

2% less capital invested

Capital invested by funds: $169M → $166M (-$2.66M)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
+$3.21M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.17M
3
Morgan Stanley
Morgan Stanley
New York
+$676K
4
Millennium Management
Millennium Management
New York
+$468K
5
Invesco
Invesco
Georgia
+$280K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.94M
2
SIA
Sit Investment Associates
Minnesota
-$1.92M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.06M
4
RJA
Raymond James & Associates
Florida
-$665K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$208K – – –
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$154K +$155K +6,817 New
RPCONE
53
Retirement Planning Company of New England
Rhode Island
$127K +$127K +5,600 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$122K +$41.4K +1,824 +51%
OIA
55
Optimum Investment Advisors
Illinois
$115K – – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$76K – – –
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$64K -$60.8K -2,683 -49%
CFD
58
Creative Financial Designs
Indiana
$57K – – –
PFPT
59
Pinnacle Financial Partners (Tennessee)
Tennessee
$57K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$45K – – –
AWM
61
Avior Wealth Management
Nebraska
$33K – – –
FPS
62
Fieldpoint Private Securities
Connecticut
$32K – – –
HNB
63
Huntington National Bank
Ohio
$26K – – –
NFG
64
Next Financial Group
Texas
$25K – – –
SWM
65
Spire Wealth Management
Virginia
$25K – – –
SIAP
66
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K – – –
First Manhattan
67
First Manhattan
New York
$24K – – –
PMFA
68
Plante Moran Financial Advisors
Michigan
$18K – – –
CA
69
CoreCap Advisors
Michigan
$14K +$13.6K +600 New
HCM
70
Highlander Capital Management
New Jersey
$12K – – –
HI
71
Harbour Investments
Wisconsin
$11K – – –
APA
72
American Portfolios Advisors
New York
$6.92K +$6.92K +305 New
CT
73
Caldwell Trust
Florida
$6.63K – – –
SCA
74
Snowden Capital Advisors
New York
$4K +$4.1K +181 New
SIA
75
Sit Investment Associates
Minnesota
– -$1.92M -83,779 Closed
1 2
3
4

NBB Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q4 2021, worth a combined $166M — down 1.6% from $169M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NBB positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Coastal Bridge Advisors, opening a new position worth an estimated $3.21M. The largest seller was UBS Group, cutting an estimated $4.94M.

  • 73 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q4 2021, up from 72 in Q3 2021.
  • Funds reported $166M of Nuveen Taxable Municipal Income Fund stock for Q4 2021, down 1.6% quarter-over-quarter.
  • 10 funds opened new Nuveen Taxable Municipal Income Fund positions in Q4 2021 and 9 closed out, a net change of +1 holder.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q4 2021 was Coastal Bridge Advisors, an estimated $3.21M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q4 2021 was UBS Group, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2021.