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Nuveen Taxable Municipal Income Fund
NBB

82 hedge funds and large institutions have $181M invested in Nuveen Taxable Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

6% more funds holding

Funds holding: 77 → 82 (+5)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0.98% more ownership

Funds ownership: 40.02% → 41% (+0.98%)

7% less capital invested

Capital invested by funds: $194M → $181M (-$13.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
22
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EBWM
Eagle Bluffs Wealth Management
Missouri
+$3.35M
2
SIA
Sit Investment Associates
Minnesota
+$2.67M
3
Morgan Stanley
Morgan Stanley
New York
+$1.95M
4
UBS Group
UBS Group
Switzerland
+$1.13M
5
SG
StoneX Group
New York
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.17M
2
GA
GraniteShares Advisors
New York
-$2.42M
3
Wells Fargo
Wells Fargo
California
-$1.27M
4
SWP
Stratos Wealth Partners
Ohio
-$641K
5
1CP
1607 Capital Partners
Virginia
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$220K -$29.2K -1,824 -11%
KCIC
52
Kuhn & Co Investment Counsel
Illinois
$217K – – –
GC
53
Guggenheim Capital
Illinois
$213K +$228K +14,205 New
PVM
54
Palogic Value Management
Texas
$210K – – –
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$175K – – –
VHAM
56
Van Hulzen Asset Management
California
$175K +$1.6K +100 +0.9%
CIA
57
Concurrent Investment Advisors
Florida
$173K +$185K +11,553 New
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$172K +$184K +11,487 New
THCM
59
Taylor Hoffman Capital Management
Virginia
$169K – – –
NA
60
NewEdge Advisors
Louisiana
$168K +$179K +11,191 New
MAM
61
Mystic Asset Management
Rhode Island
$161K – – –
MFA
62
Mayflower Financial Advisors
Massachusetts
$157K – – –
CJ
63
Caitlin John
Michigan
$125K -$2.93K -183 -2%
Comerica Bank
64
Comerica Bank
Texas
$99.5K +$962 +60 +0.9%
EC
65
Elequin Capital
New York
$92.3K +$98.7K +6,161 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$53.5K – – –
PTC
67
Private Trust Company
Ohio
$41.9K – – –
HNB
68
Huntington National Bank
Ohio
$16.9K – – –
PS
69
Principal Securities
Iowa
$16.8K – – –
FFA
70
Farther Finance Advisors
California
$13.3K -$94.4K -5,887 -87%
SPIA
71
Steward Partners Investment Advisory
New York
$10.5K -$16 -1 -0.1%
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$9.74K – – –
CA
73
CoreCap Advisors
Michigan
$8.99K – – –
MIA
74
MeadowBrook Investment Advisors
Michigan
$8.96K – – –
PWA
75
Provenance Wealth Advisors
Florida
$7.58K – – –
1 2
3
4

NBB Hedge Fund Activity: Q4 2024 in Review

82 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q4 2024, worth a combined $181M — down 6.7% from $194M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBB positions and 8 closed out — a net gain of 8 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Eagle Bluffs Wealth Management, adding an estimated $3.35M. The largest seller was Osaic Holdings, cutting an estimated $4.17M.

  • 82 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $181M of Nuveen Taxable Municipal Income Fund stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 16 funds opened new Nuveen Taxable Municipal Income Fund positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q4 2024 was Eagle Bluffs Wealth Management, an estimated $3.35M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q4 2024 was Osaic Holdings, an estimated $4.17M sold.

Based on aggregated 13F filings for Q4 2024.