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Nuveen Taxable Municipal Income Fund

83 hedge funds and large institutions have $182M invested in Nuveen Taxable Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 8483 (-1)

1.43% less ownership

Funds ownership: 41.75%40.32% (-1.4%)

6% less capital invested

Capital invested by funds: $194M → $182M (-$12.3M)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
27
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$202K
BAM
52
Bayshore Asset Management
Florida
$197K +$201K +12,835 New
WAM
53
Wolverine Asset Management
Illinois
$195K +$200K +12,749 New
OWA
54
Opal Wealth Advisors
New York
$194K +$198K +12,644 New
SP
55
Stonebrook Private
Michigan
$186K -$26.6K -1,696 -12%
VHAM
56
Van Hulzen Asset Management
California
$185K
CF
57
Clarity Financial
Texas
$179K
ICMP
58
Integrated Capital Management (Pennsylvania)
Pennsylvania
$174K +$11.8K +750 +7%
THWM
59
Taylor Hoffman Wealth Management
Virginia
$173K
MAM
60
Mystic Asset Management
Rhode Island
$165K
MFA
61
Mayflower Financial Advisors
Massachusetts
$161K
OC
62
Oppenheimer & Co
New York
$154K +$158K +10,084 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$154K +$157K +10,021 New
FFA
64
Farther Finance Advisors
California
$103K -$10.3K -660 -9%
Comerica Bank
65
Comerica Bank
Texas
$84.5K +$220 +14 +0.3%
TIM
66
Tortoise Investment Management
New York
$60.9K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$54.7K
PTC
68
Private Trust Company
Ohio
$42.9K
NS
69
NBC Securities
Alabama
$23K
PFPT
70
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.8K
HNB
71
Huntington National Bank
Ohio
$17.2K
PS
72
Principal Securities
Iowa
$17.2K
SPIA
73
Steward Partners Investment Advisory
New York
$10.7K +$16 +1 +0.1%
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$9.96K
CA
75
CoreCap Advisors
Michigan
$9.19K +$9.41K +600 New