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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
SPIA
76
Steward Partners Investment Advisory
New York
$11.1K
GJIA
77
Glass Jacobson Investment Advisors
Maryland
$10.3K
MIA
78
MeadowBrook Investment Advisors
Michigan
$9.44K +$8.87K +598 New
First Manhattan
79
First Manhattan
New York
$8.49K -$4K -270 -33%
BWM
80
Baystate Wealth Management
Massachusetts
$8.21K +$7.71K +520 New
MRCM
81
M&R Capital Management
New Jersey
$7.91K
HI
82
Harbour Investments
Wisconsin
$7.89K
CT
83
Caldwell Trust
Florida
$4.61K
GRP
84
Global Retirement Partners
California
$125 +$119 +8 New
BHWM
85
Beaird Harris Wealth Management
Texas
$48
RCM
86
Rivernorth Capital Management
Florida
-$1M -69,141 Closed
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
-$222K -15,288 Closed
OWA
88
Opal Wealth Advisors
New York
-$190K -13,043 Closed
CHJWM
89
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$159K -11,500 Closed
CWP
90
Cyndeo Wealth Partners
Florida
-$161K -11,083 Closed
OC
91
Oppenheimer & Co
New York
-$149K -10,221 Closed
WAM
92
Wolverine Asset Management
Illinois
-$83.6K -5,757 Closed
CSPIA
93
Cary Street Partners Investment Advisory
Virginia
-$24K -1,650 Closed
FIA
94
FNY Investment Advisers
New York
-$14K -1,000 Closed
HCM
95
Highlander Capital Management
New Jersey
-$8K -523 Closed
Creative Planning
96
Creative Planning
Kansas
-$5.2K -358 Closed
IA
97
IFP Advisors
Florida
-$7