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Nuveen Taxable Municipal Income Fund

40 hedge funds and large institutions have $111M invested in Nuveen Taxable Municipal Income Fund in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more capital invested

Capital invested by funds: $95.5M → $111M (+$15.9M)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

2.19% more ownership

Funds ownership: 17.75%19.94% (+2.2%)

2% less funds holding

Funds holding: 4140 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
8
Increased
14
Reduced
12
Closed
9
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
$16.7M +$5.02M +250,753 +44%
TIM
2
Tortoise Investment Management
New York
$13.1M +$1.04M +51,812 +9%
Morgan Stanley
3
Morgan Stanley
New York
$9.61M +$1.64M +82,010 +21%
Wells Fargo
4
Wells Fargo
California
$7.49M -$191K -9,546 -3%
U
5
UBS
Switzerland
$7.31M +$167K +8,359 +2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$7.09M +$105K +5,235 +2%
SIA
7
Sit Investment Associates
Minnesota
$6.77M +$5.53M +276,416 +513%
RCM
8
Rivernorth Capital Management
Florida
$6.41M -$212K -10,583 -3%
Invesco
9
Invesco
Georgia
$5.16M +$159K +7,933 +3%
BTS
10
BB&T Securities
Virginia
$3.68M -$25K -1,250 -7%
RJA
11
Raymond James & Associates
Florida
$3.58M -$2.26M -112,857 -39%
VHAM
12
Van Hulzen Asset Management
California
$3.3M +$3.23M +161,170 New
OHA
13
Oak Hill Advisors
New York
$3.16M
OA
14
Oxbow Advisors
Texas
$2.82M -$29K -1,449 -1%
Goldman Sachs
15
Goldman Sachs
New York
$1.88M -$1.14K -57 -0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.81M +$53.8K +2,686 +3%
LPL Financial
17
LPL Financial
California
$1.79M -$180K -8,979 -9%
V
18
Veritable
Delaware
$1.22M
GC
19
Guggenheim Capital
Illinois
$1.21M +$487K +24,314 +70%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.19M -$116K -5,776 -9%
FFA
21
First Foundation Advisors
California
$974K +$84.7K +4,233 +10%
Stifel Financial
22
Stifel Financial
Missouri
$820K +$300K +15,000 +60%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$715K +$16.9K +846 +2%
NPC
24
National Planning Corporation
California
$715K +$698K +34,884 New
B
25
Baird
Wisconsin
$569K +$24.1K +1,206 +5%