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Nuveen Taxable Municipal Income Fund

73 hedge funds and large institutions have $164M invested in Nuveen Taxable Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

0.66% more ownership

Funds ownership: 25.95%26.6% (+0.66%)

3% less capital invested

Capital invested by funds: $169M → $164M (-$4.34M)

4% less funds holding

Funds holding: 7673 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$21.5M +$486K +21,177 +2%
GC
2
Guggenheim Capital
Illinois
$18.5M
Wells Fargo
3
Wells Fargo
California
$15.7M +$509K +22,203 +3%
Bank of America
4
Bank of America
North Carolina
$13.8M -$304K -13,260 -2%
Morgan Stanley
5
Morgan Stanley
New York
$13.8M -$437K -19,076 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.1M +$794K +34,618 +8%
LPL Financial
7
LPL Financial
California
$8.38M +$14.8K +644 +0.2%
SIA
8
Sit Investment Associates
Minnesota
$7.83M -$1.8M -78,487 -18%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.72M +$3.24M +141,378 +70%
V
10
Veritable
Delaware
$5.15M +$2.08M +90,810 +66%
Invesco
11
Invesco
Georgia
$4.68M +$271K +11,834 +6%
RJA
12
Raymond James & Associates
Florida
$4.46M -$674K -29,370 -13%
FFA
13
First Foundation Advisors
California
$3.4M -$513K -22,352 -13%
HKAM
14
Horizon Kinetics Asset Management
New York
$3.13M -$11.3K -494 -0.4%
Truist Financial
15
Truist Financial
North Carolina
$2.43M +$349K +15,206 +16%
AC
16
Amitell Capital
Singapore
$2.43M +$1.82M +79,376 +283%
CBA
17
Coastal Bridge Advisors
Connecticut
$2.2M -$1.01M -44,037 -31%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.85M -$37.4K -1,630 -2%
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$1.6M +$164K +7,150 +11%
GCP
20
Gill Capital Partners
Colorado
$1.21M +$96.5K +4,210 +9%
UR
21
USCA RIA
Texas
$1.16M
SWP
22
Stratos Wealth Partners
Ohio
$1.13M +$129K +5,614 +13%
FMTCOCP
23
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.03M
BAM
24
Belpointe Asset Management
Nevada
$1.01M +$232K +10,105 +29%
Stifel Financial
25
Stifel Financial
Missouri
$957K +$32.6K +1,423 +3%