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Nuveen Taxable Municipal Income Fund

48 hedge funds and large institutions have $112M invested in Nuveen Taxable Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

6% more capital invested

Capital invested by funds: $106M → $112M (+$6.22M)

0.89% more ownership

Funds ownership: 19.24%20.13% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 5248 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
12
Closed
11
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
$15.3M -$1.9M -92,080 -11%
UBS Group
2
UBS Group
Switzerland
$12.1M +$3.23M +156,057 +37%
Morgan Stanley
3
Morgan Stanley
New York
$11.1M -$2.17M -104,981 -17%
Wells Fargo
4
Wells Fargo
California
$9.58M +$745K +36,061 +9%
JHIU
5
Janus Henderson Investors US
Colorado
$7.52M +$413K +20,000 +6%
PAIM
6
Punch & Associates Investment Management
Minnesota
$7.51M +$4.88M +235,918 +191%
NPC
7
National Planning Corporation
California
$7.49M -$9.92K -480 -0.1%
Ameriprise
8
Ameriprise
Minnesota
$6.8M +$6.73M +325,677 New
FFA
9
First Foundation Advisors
California
$5.04M -$372K -17,993 -7%
Invesco
10
Invesco
Georgia
$4.22M +$547K +26,490 +15%
TIM
11
Tortoise Investment Management
New York
$3.63M +$744K +36,004 +26%
SIA
12
Sit Investment Associates
Minnesota
$3.02M
RJA
13
Raymond James & Associates
Florida
$2.72M +$648K +31,362 +32%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.01M +$109K +5,274 +6%
DA
15
Doliver Advisors
Texas
$1.86M +$405K +19,607 +28%
UR
16
USCA RIA
Texas
$1.8M -$86.8K -4,200 -5%
LPL Financial
17
LPL Financial
California
$1.58M -$12.8K -619 -0.8%
HK
18
Horizon Kinetics
New York
$865K +$855K +41,383 New
BKA
19
Brick & Kyle Associates
Pennsylvania
$756K
DC
20
Davenport & Co
Virginia
$548K
BRF
21
B. Riley Financial
California
$536K
CA
22
Cetera Advisors
Colorado
$527K +$14K +679 +3%
FMTCOCP
23
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$460K
Baird Financial Group
24
Baird Financial Group
Wisconsin
$450K +$269 +13 +0.1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$441K +$19.8K +960 +5%