We are live on ! Find out more
NBB icon

Nuveen Taxable Municipal Income Fund

62 hedge funds and large institutions have $140M invested in Nuveen Taxable Municipal Income Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

0.33% less ownership

Funds ownership: 19.12%18.79% (-0.33%)

4% less capital invested

Capital invested by funds: $146M → $140M (-$5.4M)

3% less funds holding

Funds holding: 6462 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$17.5M +$4.18M +192,249 +31%
Morgan Stanley
2
Morgan Stanley
New York
$16.5M -$2.42M -111,367 -13%
Bank of America
3
Bank of America
North Carolina
$15.6M -$757K -34,858 -5%
UBS Group
4
UBS Group
Switzerland
$15.4M +$2.52M +115,918 +20%
SIA
5
Sit Investment Associates
Minnesota
$13.2M -$3.27M -150,633 -20%
Wells Fargo
6
Wells Fargo
California
$12.8M +$22.9K +1,055 +0.2%
LPL Financial
7
LPL Financial
California
$7.13M -$6.82K -314 -0.1%
Invesco
8
Invesco
Georgia
$5.64M +$484K +22,276 +9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.04M +$492K +22,642 +11%
FFA
10
First Foundation Advisors
California
$4.36M +$501K +23,056 +13%
HKAM
11
Horizon Kinetics Asset Management
New York
$3.75M -$176K -8,112 -5%
RJA
12
Raymond James & Associates
Florida
$3.35M -$229K -10,554 -6%
Truist Financial
13
Truist Financial
North Carolina
$2.82M +$2.55M +117,223 +995%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.98M +$79.5K +3,659 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.34M +$340K +15,663 +34%
UR
16
USCA RIA
Texas
$1.07M +$153K +7,035 +17%
FMTCOCP
17
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$996K
Stifel Financial
18
Stifel Financial
Missouri
$819K +$23.3K +1,073 +3%
Ameriprise
19
Ameriprise
Minnesota
$731K -$44.4K -2,044 -6%
PIA
20
Powell Investment Advisors
Florida
$710K +$706K +32,487 New
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$656K +$44.5K +2,050 +7%
SWP
22
Stratos Wealth Partners
Ohio
$655K -$5.56K -256 -0.8%
OA
23
Oxbow Advisors
Texas
$624K -$93.3K -4,293 -13%
DAS
24
Dynamic Advisor Solutions
Arizona
$587K +$13.4K +619 +2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$541K +$32.2K +1,484 +6%