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Nuveen Taxable Municipal Income Fund

33 hedge funds and large institutions have $84.6M invested in Nuveen Taxable Municipal Income Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

11% more capital invested

Capital invested by funds: $76.6M → $84.6M (+$8.05M)

1.39% more ownership

Funds ownership: 15.37%16.76% (+1.4%)

18% less funds holding

Funds holding: 4033 (-7)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
18
Reduced
7
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.3M +$916K +50,468 +8%
TIM
2
Tortoise Investment Management
New York
$8.94M +$8.78M +484,207 +60,526%
Wells Fargo
3
Wells Fargo
California
$7.05M +$298K +16,424 +4%
Morgan Stanley
4
Morgan Stanley
New York
$6.87M +$289K +15,940 +4%
U
5
UBS
Switzerland
$6.29M +$546K +30,071 +10%
PAIM
6
Punch & Associates Investment Management
Minnesota
$6.1M +$1.85M +102,170 +45%
RCM
7
Rivernorth Capital Management
Florida
$5.75M
RJA
8
Raymond James & Associates
Florida
$5.09M +$1M +55,387 +25%
Invesco
9
Invesco
Georgia
$4.43M +$44.8K +2,470 +1%
BTS
10
BB&T Securities
Virginia
$3.63M +$9.98K +550 +3%
OA
11
Oxbow Advisors
Texas
$2.43M +$1.83M +100,701 +326%
KIM
12
Karpus Investment Management
New York
$2.16M +$502K +27,686 +31%
TG
13
TCW Group
California
$1.71M +$484K +26,700 +40%
LPL Financial
14
LPL Financial
California
$1.71M +$59K +3,250 +4%
Goldman Sachs
15
Goldman Sachs
New York
$1.69M -$26K -1,435 -2%
AQR Capital Management
16
AQR Capital Management
Connecticut
$1.19M +$479K +26,381 +69%
V
17
Veritable
Delaware
$1.09M -$1.7M -93,450 -61%
SIA
18
Sit Investment Associates
Minnesota
$1.05M
PNC
19
Park National Corp
Ohio
$941K -$407K -22,428 -31%
FFA
20
First Foundation Advisors
California
$749K +$30.7K +1,692 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$623K -$231K -12,711 -27%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$480K +$6.42K +354 +1%
B
23
Baird
Wisconsin
$441K +$180K +9,918 +71%
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$327K -$10.6K -587 -3%
HCM
25
Hollencrest Capital Management
California
$271K +$267K +14,700 New