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Nuveen Taxable Municipal Income Fund

81 hedge funds and large institutions have $207M invested in Nuveen Taxable Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

15% more capital invested

Capital invested by funds: $181M → $207M (+$26.6M)

3% more ownership

Funds ownership: 41%44% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 8281 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
29
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$253K +$250K +15,806 New
DAS
52
Dynamic Advisor Solutions
Arizona
$236K -$20.8K -1,318 -8%
KCIC
53
Kuhn & Co Investment Counsel
Illinois
$232K
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$215K +$213K +13,449 New
NA
55
NewEdge Advisors
Louisiana
$202K +$22.7K +1,438 +13%
CJ
56
Caitlin John
Michigan
$195K +$60.3K +3,817 +46%
CIA
57
Concurrent Investment Advisors
Florida
$190K +$4.88K +309 +3%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$187K
VHAM
59
Van Hulzen Asset Management
California
$187K
THCM
60
Taylor Hoffman Capital Management
Virginia
$181K
MAM
61
Mystic Asset Management
Rhode Island
$172K
MFA
62
Mayflower Financial Advisors
Massachusetts
$168K
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$162K +$160K +10,106 New
OWA
64
Opal Wealth Advisors
New York
$119K +$117K +7,429 New
Comerica Bank
65
Comerica Bank
Texas
$81.9K -$24.1K -1,528 -23%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$57.2K
PTC
67
Private Trust Company
Ohio
$44.9K
NS
68
NBC Securities
Alabama
$24K +$24.5K +1,550 +155,000%
HNB
69
Huntington National Bank
Ohio
$18K
PS
70
Principal Securities
Iowa
$16.8K
FIA
71
FNY Investment Advisers
New York
$16K +$15.8K +1,000 New
SPIA
72
Steward Partners Investment Advisory
New York
$11.2K
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$9.74K
CA
74
CoreCap Advisors
Michigan
$9.61K
MIA
75
MeadowBrook Investment Advisors
Michigan
$9.58K