We are live on ! Find out more
NBB icon

Nuveen Taxable Municipal Income Fund

63 hedge funds and large institutions have $140M invested in Nuveen Taxable Municipal Income Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 6163 (+2)

5% more capital invested

Capital invested by funds: $133M → $140M (+$6.48M)

0.56% more ownership

Funds ownership: 19%19.57% (+0.56%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
24
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$21.5M +$1.55M +74,394 +8%
UBS Group
2
UBS Group
Switzerland
$19.6M +$157K +7,557 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$17.3M +$5.22M +250,843 +45%
Bank of America
4
Bank of America
North Carolina
$16.3M +$89.7K +4,307 +0.6%
Wells Fargo
5
Wells Fargo
California
$11.8M +$1.22M +58,511 +12%
LPL Financial
6
LPL Financial
California
$6.87M +$60.9K +2,924 +0.9%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.28M +$13.3K +639 +0.3%
Invesco
8
Invesco
Georgia
$5.21M +$207K +9,924 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.05M +$250K +11,999 +7%
HKAM
10
Horizon Kinetics Asset Management
New York
$3.46M -$17.7K -852 -0.5%
TIM
11
Tortoise Investment Management
New York
$2.9M -$8.13M -390,354 -74%
CBA
12
Coastal Bridge Advisors
Connecticut
$2.39M +$51.4K +2,467 +1%
MWP
13
MYCIO Wealth Partners
Pennsylvania
$2.18M +$2.14M +102,622 New
VF
14
Virtu Financial
New York
$1.99M +$1.95M +93,478 New
RJA
15
Raymond James & Associates
Florida
$1.93M +$262K +12,571 +16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.66M +$291K +13,967 +22%
FFA
17
First Foundation Advisors
California
$1.49M -$176K -8,437 -11%
BTS
18
BB&T Securities
Virginia
$1.35M +$1.07M +51,169 +410%
FMTCOCP
19
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$969K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$912K -$18.2K -874 -2%
Stifel Financial
21
Stifel Financial
Missouri
$830K -$927K -44,536 -53%
Ameriprise
22
Ameriprise
Minnesota
$809K -$710K -34,084 -47%
UR
23
USCA RIA
Texas
$802K
OA
24
Oxbow Advisors
Texas
$692K -$58.8K -2,822 -8%
SWP
25
Stratos Wealth Partners
Ohio
$680K +$65.3K +3,137 +11%