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Nuveen Taxable Municipal Income Fund

76 hedge funds and large institutions have $169M invested in Nuveen Taxable Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

21% more funds holding

Funds holding: 6376 (+13)

5% more capital invested

Capital invested by funds: $160M → $169M (+$8.57M)

0.16% less ownership

Funds ownership: 26.11%25.95% (-0.16%)

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$22.1M +$799K +35,465 +4%
GC
2
Guggenheim Capital
Illinois
$19.4M +$49K +2,174 +0.3%
Wells Fargo
3
Wells Fargo
California
$16M +$221K +9,815 +1%
Morgan Stanley
4
Morgan Stanley
New York
$14.9M +$14K +621 +0.1%
Bank of America
5
Bank of America
North Carolina
$14.8M -$589K -26,114 -4%
SIA
6
Sit Investment Associates
Minnesota
$10.1M -$7.19M -318,723 -43%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.83M +$978K +43,395 +12%
LPL Financial
8
LPL Financial
California
$8.79M +$273K +12,114 +3%
RJA
9
Raymond James & Associates
Florida
$5.39M -$961K -42,610 -16%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.76M +$3.15M +139,928 +231%
Invesco
11
Invesco
Georgia
$4.64M -$115K -5,093 -3%
FFA
12
First Foundation Advisors
California
$4.1M -$172K -7,625 -4%
CBA
13
Coastal Bridge Advisors
Connecticut
$3.36M -$78.5K -3,483 -2%
HKAM
14
Horizon Kinetics Asset Management
New York
$3.31M +$68 +3 +0%
V
15
Veritable
Delaware
$3.25M +$2.01M +89,384 +188%
Truist Financial
16
Truist Financial
North Carolina
$2.19M -$501K -22,237 -19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.98M +$98.6K +4,373 +6%
GKWIM
18
Gerber Kawasaki Wealth & Investment Management
California
$1.51M +$181K +8,035 +14%
GVAG
19
Great Valley Advisor Group
Delaware
$1.5M -$266K -11,778 -16%
UR
20
USCA RIA
Texas
$1.22M +$18.7K +830 +2%
GCP
21
Gill Capital Partners
Colorado
$1.18M
FMTCOCP
22
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.08M
SWP
23
Stratos Wealth Partners
Ohio
$1.05M +$115K +5,109 +13%
Stifel Financial
24
Stifel Financial
Missouri
$972K -$50.8K -2,255 -5%
Ameriprise
25
Ameriprise
Minnesota
$919K -$986K -43,729 -53%