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Nuveen Taxable Municipal Income Fund
NBB
NBB
77 hedge funds and large institutions have $147M invested in Nuveen Taxable Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3.71% more ownership
Funds ownership: 30.66% → 34.37% (+3.7%)
1% more funds holding
Funds holding: 76 → 77 (+1)
4% more capital invested
Capital invested by funds: $141M → $147M (+$5.35M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
19
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$10.5M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$5.99M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.23M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.01M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$964K |
Top Sellers
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$2.95M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.32M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$742K |
| 4 |
Morgan Stanley
New York
|
-$709K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$325K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Creative Planning
Overland Park,
Kansas
| $5.2K | +$5.44K | +358 | New |
|
|
CT
77
Caldwell Trust
Venice,
Florida
| $4.24K | – | – | – |
|
|
BHWM
78
Beaird Harris Wealth Management
Dallas,
Texas
| $44 | – | – | – |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| $7 | -$1.05K | -69 | Closed |
|
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$325K | -19,079 | Closed |
|
|
SW
81
SVB Wealth
Boston,
Massachusetts
| – | -$242K | -15,452 | Closed |
|
82
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$176K | -11,187 | Closed |
|
|
NA
83
NewEdge Advisors
New Orleans,
Louisiana
| – | -$10.2K | -650 | Closed |
|
84
JP Morgan Chase
New York
| – | -$3.29K | -210 | Closed |
|