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Nuveen Taxable Municipal Income Fund

84 hedge funds and large institutions have $194M invested in Nuveen Taxable Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $147M → $194M (+$47M)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

9% more funds holding

Funds holding: 7784 (+7)

7.38% more ownership

Funds ownership: 34.37%41.75% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
24
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Weiss Asset Management
Massachusetts
$203K +$190K +12,833 New
VHAM
52
Van Hulzen Asset Management
California
$191K -$64.9K -4,376 -27%
PVM
53
Palogic Value Management
Texas
$189K
CF
54
Clarity Financial
Texas
$185K -$247K -16,681 -59%
THWM
55
Taylor Hoffman Wealth Management
Virginia
$178K -$77.8K -5,250 -32%
Stifel Financial
56
Stifel Financial
Missouri
$173K -$502K -33,877 -76%
MAM
57
Mystic Asset Management
Rhode Island
$170K
ICMP
58
Integrated Capital Management (Pennsylvania)
Pennsylvania
$167K +$157K +10,608 New
MFA
59
Mayflower Financial Advisors
Massachusetts
$166K
BI
60
Bramshill Investments
Florida
$157K -$8.61K -581 -5%
FFA
61
Farther Finance Advisors
California
$117K -$97.6K -6,581 -47%
JP Morgan Chase
62
JP Morgan Chase
New York
$105K +$98.7K +6,655 New
Comerica Bank
63
Comerica Bank
Texas
$86.9K +$19.8K +1,335 +32%
FMTCOCP
64
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$65K
TIM
65
Tortoise Investment Management
New York
$62.7K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$56.4K
PTC
67
Private Trust Company
Ohio
$44.2K
EC
68
Elequin Capital
New York
$43.2K +$28.1K +1,898 +226%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$31.6K
LA
70
LM Advisors
California
$26.4K +$24.8K +1,670 New
NS
71
NBC Securities
Alabama
$24K -$1.88K -127 -8%
PFPT
72
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.4K
SS
73
Sunbelt Securities
Texas
$20.4K +$904 +61 +5%
HNB
74
Huntington National Bank
Ohio
$17.8K
PS
75
Principal Securities
Iowa
$17.7K +$16.6K +1,120 New