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Nuveen Taxable Municipal Income Fund

76 hedge funds and large institutions have $141M invested in Nuveen Taxable Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $132M → $141M (+$9.97M)

2.8% more ownership

Funds ownership: 27.86%30.66% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 7876 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
51
Mayflower Financial Advisors
Massachusetts
$180K
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$176K -$9.73K -615 -5%
CHJWM
53
Carlton Hofferkamp & Jenks Wealth Management
Texas
$176K
CWP
54
Cyndeo Wealth Partners
Florida
$174K
TIM
55
Tortoise Investment Management
New York
$72.2K +$38.1K +2,410 +110%
FMTCOCP
56
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$65K -$103K -6,498 -61%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$56.1K -$1.58K -100 -3%
PTC
58
Private Trust Company
Ohio
$43.9K
SPIA
59
Steward Partners Investment Advisory
New York
$42.9K -$228K -14,416 -84%
FWM
60
Focused Wealth Management
New York
$38.4K
PFPT
61
Pinnacle Financial Partners (Tennessee)
Tennessee
$37.6K -$570 -36 -1%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$31.4K
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$25.9K
WAM
64
Wolverine Asset Management
Illinois
$23K +$23.2K +1,464 New
SS
65
Sunbelt Securities
Texas
$19K +$253 +16 +1%
HNB
66
Huntington National Bank
Ohio
$17.7K
FIA
67
FNY Investment Advisers
New York
$15K
First Manhattan
68
First Manhattan
New York
$12.7K
GJIA
69
Glass Jacobson Investment Advisors
Maryland
$10.2K +$10.3K +650 New
NA
70
NewEdge Advisors
Louisiana
$10.2K +$127 +8 +1%
HCM
71
Highlander Capital Management
New Jersey
$8K
MRCM
72
M&R Capital Management
New Jersey
$7.86K -$15.8K -1,000 -67%
HI
73
Harbour Investments
Wisconsin
$7.84K
CT
74
Caldwell Trust
Florida
$4.58K
JP Morgan Chase
75
JP Morgan Chase
New York
$3.29K -$475 -30 -13%