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Nuveen Taxable Municipal Income Fund

45 hedge funds and large institutions have $105M invested in Nuveen Taxable Municipal Income Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

7% more funds holding

Funds holding: 4245 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $109M → $105M (-$4.1M)

1.65% less ownership

Funds ownership: 18.97%17.32% (-1.7%)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
12
Reduced
19
Closed
4
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
$22.8M -$174K -7,881 -0.8%
Wells Fargo
2
Wells Fargo
California
$13.9M +$2.98M +134,800 +28%
Morgan Stanley
3
Morgan Stanley
New York
$12.3M +$353K +15,952 +3%
NPC
4
National Planning Corporation
California
$8.02M +$622K +28,115 +9%
FFA
5
First Foundation Advisors
California
$6.26M +$98.2K +4,440 +2%
VHAM
6
Van Hulzen Asset Management
California
$6.13M -$568K -25,666 -9%
UBS Group
7
UBS Group
Switzerland
$5.18M +$432K +19,511 +9%
SIA
8
Sit Investment Associates
Minnesota
$4.42M -$44.2K -2,000 -1%
Invesco
9
Invesco
Georgia
$4.13M -$357K -16,123 -8%
OA
10
Oxbow Advisors
Texas
$3.06M -$55.2K -2,495 -2%
LPL Financial
11
LPL Financial
California
$3.04M -$2.13M -96,261 -42%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.26M +$26K +1,174 +1%
UR
13
USCA RIA
Texas
$2.19M -$157K -7,100 -7%
JHIU
14
Janus Henderson Investors US
Colorado
$1.46M +$804K +36,320 +131%
CA
15
Cetera Advisors
Colorado
$969K +$940K +42,475 New
BKA
16
Brick & Kyle Associates
Pennsylvania
$819K
TIM
17
Tortoise Investment Management
New York
$785K -$4.33M -195,740 -85%
RJA
18
Raymond James & Associates
Florida
$762K -$1.73M -78,236 -70%
WS
19
Wedbush Securities
California
$675K -$885 -40 -0.1%
BRF
20
B. Riley Financial
California
$591K
DC
21
Davenport & Co
Virginia
$500K +$118K +5,345 +32%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$453K +$7.79K +352 +2%
NFG
23
Nations Financial Group
Iowa
$420K -$8.01K -362 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$411K -$45K -2,035 -10%
SPC
25
Sigma Planning Corp
Michigan
$391K +$379K +17,124 New