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Nuveen Taxable Municipal Income Fund

36 hedge funds and large institutions have $109M invested in Nuveen Taxable Municipal Income Fund in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% less ownership

Funds ownership: 22.57%21.03% (-1.5%)

5% less funds holding

Funds holding: 3836 (-2)

5% less capital invested

Capital invested by funds: $116M → $109M (-$6.26M)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
13
Reduced
15
Closed
5
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
$18M -$2.04M -104,863 -10%
TIM
2
Tortoise Investment Management
New York
$17M +$265K +13,607 +2%
Morgan Stanley
3
Morgan Stanley
New York
$8.92M -$361K -18,513 -4%
UBS Group
4
UBS Group
Switzerland
$7.63M +$3.06M +156,927 +68%
PAIM
5
Punch & Associates Investment Management
Minnesota
$7.6M +$302K +15,500 +4%
RCM
6
Rivernorth Capital Management
Florida
$7.22M -$334K -17,146 -4%
Wells Fargo
7
Wells Fargo
California
$6.14M +$230K +11,818 +4%
Invesco
8
Invesco
Georgia
$5.45M -$295K -15,124 -5%
FFA
9
First Foundation Advisors
California
$4.57M +$95K +4,872 +2%
SIA
10
Sit Investment Associates
Minnesota
$4.36M -$430K -22,076 -9%
KIM
11
Karpus Investment Management
New York
$3.04M +$45.8K +2,350 +2%
OHA
12
Oak Hill Advisors
New York
$3.03M
OA
13
Oxbow Advisors
Texas
$2.59M +$276K +14,162 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.51M +$116K +5,966 +5%
NPC
15
National Planning Corporation
California
$2.45M -$38.7K -1,983 -2%
UR
16
USCA RIA
Texas
$2.02M -$24K -1,230 -1%
RJA
17
Raymond James & Associates
Florida
$1.8M -$79.1K -4,056 -4%
GC
18
Guggenheim Capital
Illinois
$938K -$122K -6,236 -12%
BKA
19
Brick & Kyle Associates
Pennsylvania
$708K +$3.9K +200 +0.6%
WS
20
Wedbush Securities
California
$616K +$5.85K +300 +1%
LPL Financial
21
LPL Financial
California
$384K -$305K -15,657 -44%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$382K -$339K -17,395 -47%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$368K +$365K +18,703 New
CWM
24
Cabot Wealth Management
Massachusetts
$338K -$38K -1,947 -10%
BTS
25
BB&T Securities
Virginia
$309K -$42.9K -2,200 -12%