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Nuveen Taxable Municipal Income Fund

84 hedge funds and large institutions have $194M invested in Nuveen Taxable Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

32% more capital invested

Capital invested by funds: $147M → $194M (+$47M)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

9% more funds holding

Funds holding: 7784 (+7)

7.38% more ownership

Funds ownership: 34.37%41.75% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
24
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$41.9M +$11.1M +745,489 +39%
Morgan Stanley
2
Morgan Stanley
New York
$39.7M +$13.2M +893,584 +55%
GC
3
Guggenheim Capital
Illinois
$12M
UBS Group
4
UBS Group
Switzerland
$9.97M +$906K +61,106 +11%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.62M +$248K +16,745 +3%
M&T Bank
6
M&T Bank
New York
$9.38M -$411K -27,705 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.53M -$218K -14,720 -3%
Wells Fargo
8
Wells Fargo
California
$7.66M -$577K -38,889 -7%
Bank of America
9
Bank of America
North Carolina
$7.58M +$1.97M +132,930 +38%
Invesco
10
Invesco
Georgia
$5.69M +$93.3K +6,292 +2%
SWP
11
Stratos Wealth Partners
Ohio
$5.11M -$312K -21,067 -6%
EBWM
12
Eagle Bluffs Wealth Management
Missouri
$4.62M -$232K -15,646 -5%
RJA
13
Raymond James & Associates
Florida
$2.64M -$223K -15,071 -8%
Ameriprise
14
Ameriprise
Minnesota
$2.38M +$155K +10,449 +7%
LPL Financial
15
LPL Financial
California
$2.33M +$578K +38,991 +36%
GCP
16
Gill Capital Partners
Colorado
$1.8M -$198K -13,367 -10%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.58M +$1.48M +100,118 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.57M +$1.15M +77,883 +360%
GA
19
GraniteShares Advisors
New York
$1.47M +$1.38M +93,159 New
WS
20
Wedbush Securities
California
$1.35M +$12.9K +873 +1%
Truist Financial
21
Truist Financial
North Carolina
$1.31M -$105K -7,076 -8%
PAS
22
Park Avenue Securities
New York
$1.19M +$1.12M +75,607 New
RJT
23
Raymond James Trust
Florida
$936K +$34.2K +2,305 +4%
LCM
24
Landscape Capital Management
New Jersey
$912K +$615K +41,516 +256%
BGAI
25
Bruce G. Allen Investments
Colorado
$897K +$842K +56,816 New