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Nuveen Taxable Municipal Income Fund

83 hedge funds and large institutions have $182M invested in Nuveen Taxable Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 8483 (-1)

1.43% less ownership

Funds ownership: 41.75%40.32% (-1.4%)

6% less capital invested

Capital invested by funds: $194M → $182M (-$12.3M)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
27
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$46.3M +$5.82M +370,958 +14%
Morgan Stanley
2
Morgan Stanley
New York
$19.9M -$19.1M -1,216,244 -48%
GC
3
Guggenheim Capital
Illinois
$10.7M -$935K -59,630 -8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.1M +$739K +47,156 +8%
UBS Group
5
UBS Group
Switzerland
$9.9M +$233K +14,832 +2%
M&T Bank
6
M&T Bank
New York
$9.22M +$118K +7,552 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.39M +$120K +7,646 +1%
Wells Fargo
8
Wells Fargo
California
$7.57M +$147K +9,371 +2%
Bank of America
9
Bank of America
North Carolina
$7.39M +$43.7K +2,790 +0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.92M +$5.53M +352,400 +354%
Invesco
11
Invesco
Georgia
$5.24M -$285K -18,146 -5%
EBWM
12
Eagle Bluffs Wealth Management
Missouri
$5.13M +$639K +40,735 +14%
SWP
13
Stratos Wealth Partners
Ohio
$4.14M -$841K -53,628 -17%
RJA
14
Raymond James & Associates
Florida
$2.93M +$383K +24,424 +15%
Ameriprise
15
Ameriprise
Minnesota
$2.81M +$516K +32,911 +22%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.97M +$445K +28,362 +28%
LPL Financial
17
LPL Financial
California
$1.71M -$563K -35,919 -24%
GCP
18
Gill Capital Partners
Colorado
$1.67M
GA
19
GraniteShares Advisors
New York
$1.64M +$213K +13,580 +15%
WS
20
Wedbush Securities
California
$1.3M -$9.93K -633 -0.7%
Truist Financial
21
Truist Financial
North Carolina
$1.26M -$3.28K -209 -0.3%
PAS
22
Park Avenue Securities
New York
$1.12M -$36.8K -2,347 -3%
RJT
23
Raymond James Trust
Florida
$908K
BGAI
24
Bruce G. Allen Investments
Colorado
$879K +$8.31K +530 +0.9%
SFS
25
Shaker Financial Services
Virginia
$668K +$154K +9,825 +29%