We are live on ! Find out more
NBB icon

Nuveen Taxable Municipal Income Fund
NBB

79 hedge funds and large institutions have $135M invested in Nuveen Taxable Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

14% more funds holding

Funds holding: 69 → 79 (+10)

0.58% more ownership

Funds ownership: 26.33% → 26.91% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less capital invested

Capital invested by funds: $148M → $135M (-$13.4M)

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
22
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.4M
2
BI
Bramshill Investments
Florida
+$1.3M
3
EBWM
Eagle Bluffs Wealth Management
Missouri
+$502K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$411K
5
MAM
Mystic Asset Management
Rhode Island
+$359K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.41M
2
PAS
Park Avenue Securities
New York
-$1.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.07M
4
V
Veritable
Delaware
-$709K
5
CAN
Cetera Advisor Networks
California
-$703K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
51
Verdence Capital Advisors
Maryland
$204K +$207K +11,461 New
GLA
52
Good Life Advisors
Pennsylvania
$198K – – –
Nomura Holdings
53
Nomura Holdings
Japan
$188K +$191K +10,539 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$178K +$181K +10,016 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$178K +$185K +10,212 New
Allspring Global Investments
56
Allspring Global Investments
North Carolina
$121K – – –
AC
57
Amitell Capital
Singapore
$90K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$77K – – –
OIA
59
Optimum Investment Advisors
Illinois
$65K – – –
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$60K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$50K -$72.1K -3,987 -58%
PTC
62
Private Trust Company
Ohio
$50K +$50.7K +2,800 New
PFPT
63
Pinnacle Financial Partners (Tennessee)
Tennessee
$45K – – –
FWM
64
Focused Wealth Management
New York
$44K +$44.2K +2,445 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$36K – – –
SWM
66
SeaCrest Wealth Management
New York
$33K +$33.5K +1,852 New
FPS
67
Fieldpoint Private Securities
Connecticut
$25K – – –
HNB
68
Huntington National Bank
Ohio
$20K – – –
First Manhattan
69
First Manhattan
New York
$19K – – –
SWM
70
Spire Wealth Management
Virginia
$19K – – –
US Bancorp
71
US Bancorp
Minnesota
$18K – – –
FIA
72
FNY Investment Advisers
New York
$17K – – –
PMFA
73
Plante Moran Financial Advisors
Michigan
$14K – – –
CA
74
CoreCap Advisors
Michigan
$11K +$10.9K +600 New
HCM
75
Highlander Capital Management
New Jersey
$9K – – –
1 2
3
4

NBB Hedge Fund Activity: Q2 2022 in Review

79 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q2 2022, worth a combined $135M — down 9% from $148M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NBB positions and 7 closed out — a net gain of 10 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.4M. The largest seller was Wells Fargo, cutting an estimated $2.41M.

  • 79 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q2 2022, up from 69 in Q1 2022.
  • Funds reported $135M of Nuveen Taxable Municipal Income Fund stock for Q2 2022, down 9% quarter-over-quarter.
  • 17 funds opened new Nuveen Taxable Municipal Income Fund positions in Q2 2022 and 7 closed out, a net change of +10 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $5.4M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q2 2022 was Wells Fargo, an estimated $2.41M sold.

Based on aggregated 13F filings for Q2 2022.