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Nuveen Taxable Municipal Income Fund

76 hedge funds and large institutions have $141M invested in Nuveen Taxable Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $132M → $141M (+$9.97M)

2.8% more ownership

Funds ownership: 27.86%30.66% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 7876 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.2M +$5.51M +348,030 +26%
SIA
2
Sit Investment Associates
Minnesota
$19.1M +$6.69M +423,061 +53%
GC
3
Guggenheim Capital
Illinois
$11.9M
UBS Group
4
UBS Group
Switzerland
$10.3M -$1.4M -88,547 -12%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.55M +$125K +7,886 +1%
Wells Fargo
6
Wells Fargo
California
$8.2M -$414K -26,177 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.71M +$23.2K +1,464 +0.3%
Bank of America
8
Bank of America
North Carolina
$5.63M -$1.31M -82,591 -19%
EBWM
9
Eagle Bluffs Wealth Management
Missouri
$5.08M -$100K -6,341 -2%
Invesco
10
Invesco
Georgia
$4.52M -$33.5K -2,120 -0.7%
RJA
11
Raymond James & Associates
Florida
$3.62M -$106K -6,677 -3%
M&T Bank
12
M&T Bank
New York
$3.57M +$3.6M +227,666 New
BI
13
Bramshill Investments
Florida
$3.22M -$46.6K -2,948 -1%
GCP
14
Gill Capital Partners
Colorado
$2.06M -$267K -16,889 -11%
Ameriprise
15
Ameriprise
Minnesota
$1.84M +$30.6K +1,931 +2%
LPL Financial
16
LPL Financial
California
$1.65M +$226K +14,307 +16%
Truist Financial
17
Truist Financial
North Carolina
$1.58M +$8.8K +556 +0.6%
WS
18
Wedbush Securities
California
$1.31M +$15.8K +1,000 +1%
SWP
19
Stratos Wealth Partners
Ohio
$1.04M +$42.7K +2,696 +4%
RCM
20
Rivernorth Capital Management
Florida
$952K +$733K +46,350 +323%
Stifel Financial
21
Stifel Financial
Missouri
$700K -$10.7K -678 -1%
RJT
22
Raymond James Trust
Florida
$673K -$7.31K -462 -1%
HighTower Advisors
23
HighTower Advisors
Illinois
$596K +$158K +10,017 +36%
SFS
24
Shaker Financial Services
Virginia
$550K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$526K +$9.29K +587 +2%