We are live on ! Find out more
NBB icon

Nuveen Taxable Municipal Income Fund
NBB

79 hedge funds and large institutions have $127M invested in Nuveen Taxable Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

14% more funds holding

Funds holding: 69 → 79 (+10)

5% more capital invested

Capital invested by funds: $121M → $127M (+$6.38M)

0.95% more ownership

Funds ownership: 26.73% → 27.68% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
29
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$6.15M
2
EBWM
Eagle Bluffs Wealth Management
Missouri
+$1.25M
3
Invesco
Invesco
Georgia
+$1M
4
UBS Group
UBS Group
Switzerland
+$502K
5
RJA
Raymond James & Associates
Florida
+$421K

Top Sellers

Rank Fund Capital Flow
1
V
Veritable
Delaware
-$2.32M
2
Wells Fargo
Wells Fargo
California
-$1.83M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.63M
4
LPL Financial
LPL Financial
California
-$1.22M
5
HKAM
Horizon Kinetics Asset Management
New York
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
51
Bickling Financial Services
Massachusetts
$187K +$264 +17 +0.1%
IWA
52
IBEX Wealth Advisors
New Jersey
$186K +$949 +61 +0.5%
MFA
53
Mayflower Financial Advisors
Massachusetts
$184K – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$183K +$21.8K +1,400 +14%
CWP
55
Cyndeo Wealth Partners
Florida
$177K +$172K +11,083 New
EC
56
Elequin Capital
New York
$160K +$156K +10,044 New
BAM
57
Belpointe Asset Management
Nevada
$160K -$139K -8,949 -47%
SPIA
58
Steward Partners Investment Advisory
New York
$132K -$156 -10 -0.1%
AC
59
Amitell Capital
Singapore
$80.5K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$57K -$11.3K -726 -17%
PTC
61
Private Trust Company
Ohio
$45K – – –
MRCM
62
M&R Capital Management
New Jersey
$39.9K +$38.9K +2,501 New
FWM
63
Focused Wealth Management
New York
$39K – – –
PFPT
64
Pinnacle Financial Partners (Tennessee)
Tennessee
$38.8K – – –
OIA
65
Optimum Investment Advisors
Illinois
$37.7K -$20.2K -1,300 -36%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$35K -$5.82K -374 -14%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$31.9K – – –
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$26.3K +$25.7K +1,650 New
TIM
69
Tortoise Investment Management
New York
$24.9K +$24.3K +1,562 New
HNB
70
Huntington National Bank
Ohio
$18K – – –
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$10.4K +$10.1K +650 New
CA
72
CoreCap Advisors
Michigan
$9.58K +$9.33K +600 New
First Manhattan
73
First Manhattan
New York
$8.59K -$8.41K -541 -50%
HCM
74
Highlander Capital Management
New Jersey
$8K – – –
HI
75
Harbour Investments
Wisconsin
$7.98K – – –
1 2
3
4

NBB Hedge Fund Activity: Q4 2022 in Review

79 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q4 2022, worth a combined $127M — up 5.3% from $121M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NBB positions and 5 closed out — a net gain of 10 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $6.15M. The largest seller was Veritable, exiting entirely with an estimated $2.32M sold.

  • 79 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $127M of Nuveen Taxable Municipal Income Fund stock for Q4 2022, up 5.3% quarter-over-quarter.
  • 15 funds opened new Nuveen Taxable Municipal Income Fund positions in Q4 2022 and 5 closed out, a net change of +10 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q4 2022 was Sit Investment Associates, an estimated $6.15M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q4 2022 was Veritable, an estimated $2.32M sold.

Based on aggregated 13F filings for Q4 2022.