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Nuveen Taxable Municipal Income Fund

61 hedge funds and large institutions have $150M invested in Nuveen Taxable Municipal Income Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

18% more capital invested

Capital invested by funds: $127M → $150M (+$23.3M)

1.44% more ownership

Funds ownership: 24.16%25.61% (+1.4%)

2% less funds holding

Funds holding: 6261 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.1M +$2.01M +98,773 +12%
SIA
2
Sit Investment Associates
Minnesota
$17.9M +$7.96M +390,416 +88%
GC
3
Guggenheim Capital
Illinois
$17.3M +$79.9K +3,921 +0.5%
Bank of America
4
Bank of America
North Carolina
$14.3M -$1.6M -78,498 -11%
Morgan Stanley
5
Morgan Stanley
New York
$13.3M +$324K +15,907 +3%
Wells Fargo
6
Wells Fargo
California
$12.3M +$925K +45,376 +9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.68M +$344K +16,890 +5%
LPL Financial
8
LPL Financial
California
$7.38M +$426K +20,888 +6%
Invesco
9
Invesco
Georgia
$4.47M -$940K -46,109 -18%
RJA
10
Raymond James & Associates
Florida
$4.46M -$1.46M -71,424 -26%
FFA
11
First Foundation Advisors
California
$3.84M -$743K -36,460 -17%
CBA
12
Coastal Bridge Advisors
Connecticut
$3.05M +$1.7M +83,489 +142%
HKAM
13
Horizon Kinetics Asset Management
New York
$2.99M -$49.7K -2,438 -2%
Truist Financial
14
Truist Financial
North Carolina
$2.45M -$180K -8,825 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.24M +$305K +14,950 +17%
Ameriprise
16
Ameriprise
Minnesota
$1.76M +$117K +5,746 +8%
GVAG
17
Great Valley Advisor Group
Delaware
$1.5M -$233K -11,443 -14%
UR
18
USCA RIA
Texas
$1.09M
GCP
19
Gill Capital Partners
Colorado
$1.06M -$99.2K -4,869 -9%
Stifel Financial
20
Stifel Financial
Missouri
$991K +$95K +4,663 +11%
FMTCOCP
21
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$979K
GKWIM
22
Gerber Kawasaki Wealth & Investment Management
California
$891K +$139K +6,800 +20%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$827K +$204K +9,996 +35%
Osaic Holdings
24
Osaic Holdings
Arizona
$754K +$82.7K +4,057 +13%
SWP
25
Stratos Wealth Partners
Ohio
$752K +$51.6K +2,530 +8%