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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
HI
76
Harbour Investments
Wisconsin
$7.49K – – –
OC
77
Oarsman Capital
Wisconsin
$4.81K – – –
CT
78
Caldwell Trust
Florida
$4.37K – – –
KTC
79
Kentucky Trust Company
Kentucky
$2.97K +$3.17K +198 New
BTI
80
Blue Trust Inc
Georgia
$2.25K – – –
TIM
81
Tortoise Investment Management
New York
$929 -$28.2K -1,760 -97%
BHWM
82
Beaird Harris Wealth Management
Texas
$45 – – –
NS
83
NBC Securities
Alabama
$17 -$18.6K -1,160 -100%
GA
84
GraniteShares Advisors
New York
– -$2.42M -145,604 Closed
IAIM
85
International Assets Investment Management
Florida
– -$6.12K -101,670 Closed
1CP
86
1607 Capital Partners
Virginia
– -$430K -25,862 Closed
Jane Street
87
Jane Street
New York
– -$240K -14,450 Closed
WA
88
Waverly Advisors
Alabama
– -$219K -13,185 Closed
Jones Financial Companies
89
Jones Financial Companies
Missouri
– -$73.3K -4,408 Closed
FIA
90
FNY Investment Advisers
New York
– -$16K -1,000 Closed
TRCT
91
Tower Research Capital (TRC)
New York
– -$10.5K -634 Closed
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.