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Nuveen Taxable Municipal Income Fund

75 hedge funds and large institutions have $194M invested in Nuveen Taxable Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 12

7% more capital invested

Capital invested by funds: $182M → $194M (+$12.9M)

2.32% more ownership

Funds ownership: 40.32%42.64% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 8375 (-8)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
75
Holders Change
-8
Holders Change %
-9.64%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
33
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$54.8M +$7.68M +511,706 +17%
Morgan Stanley
2
Morgan Stanley
New York
$22.3M +$2.11M +140,822 +11%
M&T Bank
3
M&T Bank
New York
$12.9M +$3.42M +227,840 +38%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.9M +$693K +46,140 +7%
UBS Group
5
UBS Group
Switzerland
$9.5M -$509K -33,925 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.13M +$2.05M +136,725 +30%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.77M +$259K +17,262 +3%
Bank of America
8
Bank of America
North Carolina
$7.59M +$96K +6,394 +1%
Wells Fargo
9
Wells Fargo
California
$7.55M -$111K -7,417 -2%
EBWM
10
Eagle Bluffs Wealth Management
Missouri
$6.43M +$1.18M +78,649 +24%
Invesco
11
Invesco
Georgia
$5.34M +$28.3K +1,885 +0.6%
MSL
12
Mackay Shields LLC
New York
$5.12M +$4.96M +330,069 New
LPL Financial
13
LPL Financial
California
$2.9M +$1.13M +75,099 +67%
Ameriprise
14
Ameriprise
Minnesota
$2.68M -$150K -9,997 -5%
RJA
15
Raymond James & Associates
Florida
$2.54M -$413K -27,505 -14%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.26M +$259K +17,247 +13%
GA
17
GraniteShares Advisors
New York
$1.89M +$228K +15,212 +14%
GCP
18
Gill Capital Partners
Colorado
$1.77M +$90 +6 +0%
SWP
19
Stratos Wealth Partners
Ohio
$1.46M -$2.65M -176,166 -65%
WS
20
Wedbush Securities
California
$1.41M +$83.4K +5,555 +7%
Truist Financial
21
Truist Financial
North Carolina
$1.28M +$2.87K +191 +0.2%
1CP
22
1607 Capital Partners
Virginia
$1.14M +$1.1M +73,562 New
PAS
23
Park Avenue Securities
New York
$1.1M -$30.4K -2,025 -3%
LCM
24
Landscape Capital Management
New Jersey
$963K +$295K +19,623 +46%
RJT
25
Raymond James Trust
Florida
$920K +$661 +44 +0.1%