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Nuveen Taxable Municipal Income Fund

69 hedge funds and large institutions have $148M invested in Nuveen Taxable Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 26.09%26.33% (+0.24%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

5% less funds holding

Funds holding: 7369 (-4)

11% less capital invested

Capital invested by funds: $166M → $148M (-$18.2M)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$136K +$82.9K +4,008 +141%
AC
52
Amitell Capital
Singapore
$101K -$2.12M -102,355 -95%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$86K -$22.7K -1,098 -20%
OIA
54
Optimum Investment Advisors
Illinois
$73K -$28.9K -1,395 -28%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$67K
PFPT
56
Pinnacle Financial Partners (Tennessee)
Tennessee
$50K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$40K
HA
58
Herold Advisors
New York
$35.4K +$36.7K +1,772 New
AWM
59
Avior Wealth Management
Nebraska
$29K
FPS
60
Fieldpoint Private Securities
Connecticut
$28K
HNB
61
Huntington National Bank
Ohio
$22K
SWM
62
Spire Wealth Management
Virginia
$22K
First Manhattan
63
First Manhattan
New York
$21K
US Bancorp
64
US Bancorp
Minnesota
$20K +$20.6K +995 New
FIA
65
FNY Investment Advisers
New York
$19K +$20.7K +1,000 New
PMFA
66
Plante Moran Financial Advisors
Michigan
$16K
HCM
67
Highlander Capital Management
New Jersey
$10K
APA
68
American Portfolios Advisors
New York
$6.1K
BCMLT
69
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K +$6.21K +300 New
CT
70
Caldwell Trust
Florida
$5.84K
IA
71
IFP Advisors
Florida
$5K +$5.59K +270 New
CBA
72
Coastal Bridge Advisors
Connecticut
-$3.36M -141,403 Closed
BAM
73
Belpointe Asset Management
Nevada
-$1.19M -52,437 Closed
GKWIM
74
Gerber Kawasaki Wealth & Investment Management
California
-$1.17M -51,685 Closed
PIA
75
Powell Investment Advisors
Florida
-$732K -32,227 Closed

NBB Hedge Fund Activity: Q1 2022 in Review

69 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q1 2022, worth a combined $148M — down 11% from $166M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NBB and 12 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 20 added.

The largest buyer was Eagle Bluffs Wealth Management, opening a new position worth an estimated $3.16M. The largest seller was Coastal Bridge Advisors, exiting entirely with an estimated $3.36M sold.

  • 69 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q1 2022, down from 73 in Q4 2021.
  • Funds reported $148M of Nuveen Taxable Municipal Income Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 12 funds opened new Nuveen Taxable Municipal Income Fund positions in Q1 2022 and 14 closed out, a net change of -2 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q1 2022 was Eagle Bluffs Wealth Management, an estimated $3.16M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q1 2022 was Coastal Bridge Advisors, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2022.