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Nuveen Taxable Municipal Income Fund

81 hedge funds and large institutions have $207M invested in Nuveen Taxable Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

15% more capital invested

Capital invested by funds: $181M → $207M (+$26.6M)

3% more ownership

Funds ownership: 41%44% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 8281 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
29
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$61.8M +$2.61M +164,900 +4%
Morgan Stanley
2
Morgan Stanley
New York
$29.4M +$1.19M +75,375 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$16M +$2.44M +154,136 +18%
EBWM
4
Eagle Bluffs Wealth Management
Missouri
$11.7M +$1.03M +65,483 +10%
UBS Group
5
UBS Group
Switzerland
$11.1M +$83.6K +5,289 +0.8%
M&T Bank
6
M&T Bank
New York
$8.45M -$710K -44,934 -8%
Bank of America
7
Bank of America
North Carolina
$7.84M +$235K +14,883 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.8M +$2.73M +172,662 +55%
Wells Fargo
9
Wells Fargo
California
$5.87M -$732K -46,309 -11%
LSIA
10
LaSalle St. Investment Advisors
Illinois
$5.57M +$5.49M +347,415 New
Ameriprise
11
Ameriprise
Minnesota
$4.94M +$1.18M +74,644 +32%
Invesco
12
Invesco
Georgia
$4.8M -$198K -12,544 -4%
MSL
13
Mackay Shields LLC
New York
$2.51M
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.44M +$12.3K +776 +0.5%
LPL Financial
15
LPL Financial
California
$2.08M +$158K +9,980 +8%
BAM
16
Broyhill Asset Management
North Carolina
$1.73M -$7.7K -487 -0.4%
GCP
17
Gill Capital Partners
Colorado
$1.64M -$128K -8,085 -7%
WS
18
Wedbush Securities
California
$1.24M -$34.8K -2,205 -3%
Truist Financial
19
Truist Financial
North Carolina
$1.15M +$4.63K +293 +0.4%
SG
20
StoneX Group
New York
$1.07M -$5.7K -361 -0.5%
BGAI
21
Bruce G. Allen Investments
Colorado
$881K +$1.36K +86 +0.2%
First Trust Advisors
22
First Trust Advisors
Illinois
$808K +$14.5K +919 +2%
RP
23
Riverbridge Partners
Minnesota
$808K +$97.3K +6,161 +14%
SWP
24
Stratos Wealth Partners
Ohio
$806K -$112K -7,057 -12%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$777K +$1.42K +90 +0.2%