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Nuveen Taxable Municipal Income Fund

77 hedge funds and large institutions have $147M invested in Nuveen Taxable Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3.71% more ownership

Funds ownership: 30.66%34.37% (+3.7%)

1% more funds holding

Funds holding: 7677 (+1)

4% more capital invested

Capital invested by funds: $141M → $147M (+$5.35M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
19
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.7M +$10.5M +690,659 +57%
Morgan Stanley
2
Morgan Stanley
New York
$23.5M -$709K -46,701 -3%
GC
3
Guggenheim Capital
Illinois
$11.1M
M&T Bank
4
M&T Bank
New York
$9.04M +$5.99M +394,392 +173%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.61M -$245K -16,159 -3%
UBS Group
6
UBS Group
Switzerland
$8.29M -$1.32M -86,920 -13%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.06M +$964K +63,471 +13%
Wells Fargo
8
Wells Fargo
California
$7.61M +$13.8K +909 +0.2%
Invesco
9
Invesco
Georgia
$5.15M +$1.01M +66,421 +23%
Bank of America
10
Bank of America
North Carolina
$5.04M -$181K -11,924 -3%
SWP
11
Stratos Wealth Partners
Ohio
$5.01M +$4.23M +278,267 +418%
EBWM
12
Eagle Bluffs Wealth Management
Missouri
$4.5M -$213K -14,000 -4%
RJA
13
Raymond James & Associates
Florida
$2.65M -$742K -48,843 -21%
Ameriprise
14
Ameriprise
Minnesota
$2.03M +$338K +22,257 +19%
GCP
15
Gill Capital Partners
Colorado
$1.85M -$60K -3,948 -3%
LPL Financial
16
LPL Financial
California
$1.58M +$53.7K +3,535 +3%
Truist Financial
17
Truist Financial
North Carolina
$1.31M -$166K -10,930 -11%
WS
18
Wedbush Securities
California
$1.23M +$19.1K +1,257 +2%
RCM
19
Rivernorth Capital Management
Florida
$1M +$128K +8,454 +14%
RJT
20
Raymond James Trust
Florida
$828K +$214K +14,096 +33%
Stifel Financial
21
Stifel Financial
Missouri
$652K +$3.92K +258 +0.6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$593K +$110K +7,254 +22%
ASN
23
Advisory Services Network
Georgia
$515K +$64.6K +4,250 +14%
HighTower Advisors
24
HighTower Advisors
Illinois
$465K -$91K -5,993 -16%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$431K