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Nuveen Taxable Municipal Income Fund

42 hedge funds and large institutions have $109M invested in Nuveen Taxable Municipal Income Fund in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $113M → $109M (-$4.03M)

2.17% less ownership

Funds ownership: 21.14%18.97% (-2.2%)

5% less funds holding

Funds holding: 4442 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
18
Reduced
15
Closed
7
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
$21.8M +$2.78M +133,246 +15%
Morgan Stanley
2
Morgan Stanley
New York
$11.3M +$1.99M +95,413 +22%
Wells Fargo
3
Wells Fargo
California
$10.3M +$4.34M +207,851 +78%
NPC
4
National Planning Corporation
California
$7.25M +$568K +27,188 +9%
VHAM
5
Van Hulzen Asset Management
California
$6.36M +$6.15M +294,371 New
FFA
6
First Foundation Advisors
California
$5.83M +$22.4K +1,072 +0.4%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.03M -$4.86M -232,459 -50%
TIM
8
Tortoise Investment Management
New York
$4.97M -$10.3M -491,002 -68%
LPL Financial
9
LPL Financial
California
$4.96M +$477K +22,842 +11%
UBS Group
10
UBS Group
Switzerland
$4.49M -$5M -239,233 -54%
Invesco
11
Invesco
Georgia
$4.26M -$1.05M -50,215 -20%
SIA
12
Sit Investment Associates
Minnesota
$4.23M -$421K -20,164 -9%
OA
13
Oxbow Advisors
Texas
$2.94M -$173K -8,280 -6%
RJA
14
Raymond James & Associates
Florida
$2.41M -$463K -22,172 -17%
UR
15
USCA RIA
Texas
$2.22M -$20.9K -1,000 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.11M -$517K -24,758 -20%
PCP
17
Proficio Capital Partners
Massachusetts
$1.55M -$172K -8,230 -10%
BKA
18
Brick & Kyle Associates
Pennsylvania
$775K +$34.1K +1,632 +5%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$649K +$49.2K +2,354 +8%
WS
20
Wedbush Securities
California
$640K -$37.6K -1,800 -6%
JHIU
21
Janus Henderson Investors US
Colorado
$600K +$581K +27,805 New
BRF
22
B. Riley Financial
California
$560K -$31.3K -1,500 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$433K +$31.7K +1,517 +8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$421K +$313 +15 +0.1%
NFG
25
Nations Financial Group
Iowa
$405K +$2.36K +113 +0.6%