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Nuveen Taxable Municipal Income Fund

52 hedge funds and large institutions have $106M invested in Nuveen Taxable Municipal Income Fund in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

16% more funds holding

Funds holding: 4552 (+7)

11% more capital invested

Capital invested by funds: $94.9M → $106M (+$10.7M)

3.35% more ownership

Funds ownership: 15.89%19.24% (+3.3%)

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
20
Reduced
10
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
$17M -$1.82M -87,000 -10%
Morgan Stanley
2
Morgan Stanley
New York
$13.1M +$1.31M +62,855 +11%
UBS Group
3
UBS Group
Switzerland
$8.74M +$704K +33,663 +9%
Wells Fargo
4
Wells Fargo
California
$8.71M -$1.42M -68,080 -14%
NPC
5
National Planning Corporation
California
$7.55M -$12.1K -580 -0.2%
JHIU
6
Janus Henderson Investors US
Colorado
$7.01M +$3.64M +174,296 +105%
VHAM
7
Van Hulzen Asset Management
California
$6.13M +$6.21M +297,290 New
FFA
8
First Foundation Advisors
California
$5.35M +$544K +26,015 +11%
Invesco
9
Invesco
Georgia
$3.62M +$30.7K +1,468 +0.8%
SIA
10
Sit Investment Associates
Minnesota
$2.98M +$178K +8,495 +6%
TIM
11
Tortoise Investment Management
New York
$2.85M +$2.19M +104,835 +317%
PAIM
12
Punch & Associates Investment Management
Minnesota
$2.55M +$2.58M +123,537 New
OA
13
Oxbow Advisors
Texas
$2.23M -$172K -8,247 -7%
RJA
14
Raymond James & Associates
Florida
$2.04M +$1.37M +65,631 +199%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.88M +$44K +2,103 +2%
UR
16
USCA RIA
Texas
$1.86M
LPL Financial
17
LPL Financial
California
$1.56M +$527K +25,235 +50%
DA
18
Doliver Advisors
Texas
$1.43M +$1.45M +69,317 New
MIAN
19
Mariner Independent Advisor Network
Kansas
$939K +$951K +45,512 New
BKA
20
Brick & Kyle Associates
Pennsylvania
$746K +$5.43K +260 +0.7%
WS
21
Wedbush Securities
California
$628K +$2.09K +100 +0.3%
DC
22
Davenport & Co
Virginia
$547K +$116K +5,572 +27%
BRF
23
B. Riley Financial
California
$529K -$6.27K -300 -1%
CA
24
Cetera Advisors
Colorado
$507K -$402K -19,225 -44%
FMTCOCP
25
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$454K +$460K +22,000 New