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Nuveen Taxable Municipal Income Fund

58 hedge funds and large institutions have $134M invested in Nuveen Taxable Municipal Income Fund in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1.13% more ownership

Funds ownership: 23.32%24.44% (+1.1%)

0% more funds holding

Funds holding: 5858 (0)

1% less capital invested

Capital invested by funds: $136M → $134M (-$1.14M)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
21
Reduced
14
Closed
9
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
$19.2M -$366K -17,503 -2%
Morgan Stanley
2
Morgan Stanley
New York
$14.2M +$176K +8,414 +1%
UBS Group
3
UBS Group
Switzerland
$13.6M +$362K +17,305 +3%
PAIM
4
Punch & Associates Investment Management
Minnesota
$10.5M -$432K -20,651 -4%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$10.3M +$1.58M +75,436 +18%
Wells Fargo
6
Wells Fargo
California
$8.99M +$294K +14,055 +3%
TIM
7
Tortoise Investment Management
New York
$7.35M +$2.15M +102,924 +41%
Ameriprise
8
Ameriprise
Minnesota
$7.06M +$374K +17,868 +6%
LPL Financial
9
LPL Financial
California
$6.9M +$241K +11,514 +4%
KIM
10
Karpus Investment Management
New York
$6.54M +$1.65M +78,663 +33%
Invesco
11
Invesco
Georgia
$4.46M +$84K +4,015 +2%
RJA
12
Raymond James & Associates
Florida
$3.31M -$275K -13,147 -8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.22M +$389K +18,587 +21%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.17M -$230K -10,973 -9%
HK
15
Horizon Kinetics
New York
$1.97M +$93.7K +4,477 +5%
FFA
16
First Foundation Advisors
California
$1.65M +$22K +1,051 +1%
UR
17
USCA RIA
Texas
$1.26M -$1.53M -73,105 -55%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$981K +$188K +8,991 +24%
Stifel Financial
19
Stifel Financial
Missouri
$978K +$603K +28,827 +158%
IA
20
Icon Advisers
Colorado
$973K +$979K +46,790 New
BKA
21
Brick & Kyle Associates
Pennsylvania
$755K -$7.66K -366 -1%
AG
22
Advisor Group
Arizona
$728K -$75.3K -3,600 -9%
RCM
23
Rivernorth Capital Management
Florida
$629K +$633K +30,243 New
SWP
24
Stratos Wealth Partners
Ohio
$627K -$6.86K -328 -1%
DA
25
Doliver Advisors
Texas
$568K -$96.2K -4,596 -14%