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Nuveen Taxable Municipal Income Fund

64 hedge funds and large institutions have $146M invested in Nuveen Taxable Municipal Income Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 6364 (+1)

4% more capital invested

Capital invested by funds: $140M → $146M (+$5.93M)

0.45% less ownership

Funds ownership: 19.57%19.12% (-0.45%)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
29
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.3M +$1.19M +54,468 +7%
SIA
2
Sit Investment Associates
Minnesota
$16.9M -$5.54M -253,933 -25%
Bank of America
3
Bank of America
North Carolina
$16.7M -$409K -18,731 -2%
GC
4
Guggenheim Capital
Illinois
$13.6M +$13.1M +598,842 +4,861%
UBS Group
5
UBS Group
Switzerland
$13.1M -$7.22M -331,017 -36%
Wells Fargo
6
Wells Fargo
California
$13.1M +$713K +32,701 +6%
LPL Financial
7
LPL Financial
California
$7.29M +$74.6K +3,421 +1%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.58M +$34.9K +1,600 +0.6%
Invesco
9
Invesco
Georgia
$5.26M -$195K -8,926 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.64M +$388K +17,794 +9%
HKAM
11
Horizon Kinetics Asset Management
New York
$4.01M +$368K +16,894 +10%
FFA
12
First Foundation Advisors
California
$3.93M +$2.33M +106,608 +153%
RJA
13
Raymond James & Associates
Florida
$3.65M +$1.59M +72,960 +80%
BTS
14
BB&T Securities
Virginia
$1.99M +$563K +25,801 +41%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.94M +$187K +8,556 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.02M +$61.4K +2,815 +7%
FMTCOCP
17
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.02M
UR
18
USCA RIA
Texas
$937K +$94.1K +4,315 +11%
Stifel Financial
19
Stifel Financial
Missouri
$810K -$59K -2,705 -7%
Ameriprise
20
Ameriprise
Minnesota
$792K -$55.6K -2,547 -7%
OA
21
Oxbow Advisors
Texas
$732K +$6.43K +295 +0.9%
SWP
22
Stratos Wealth Partners
Ohio
$674K -$38.7K -1,773 -6%
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$624K +$611K +27,996 New
DAS
24
Dynamic Advisor Solutions
Arizona
$585K +$44.2K +2,027 +8%
CA
25
Cetera Advisors
Colorado
$555K +$50K +2,291 +10%