We are live on ! Find out more
NID

NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND

Delisted

NID was delisted on the 24th of March, 2023.

59 hedge funds and large institutions have $129M invested in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

0% more funds holding

Funds holding: 5959 (0)

4% less capital invested

Capital invested by funds: $135M → $129M (-$5.61M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$659K +$94.8K +6,389 +17%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$620K +$413K +27,808 +194%
TIM
28
Tortoise Investment Management
New York
$615K -$285K -19,225 -32%
XF
29
XML Financial
Maryland
$526K +$531K +35,736 New
Ameriprise
30
Ameriprise
Minnesota
$508K +$37.1K +2,500 +8%
ASN
31
Advisory Services Network
Georgia
$500K
Truist Financial
32
Truist Financial
North Carolina
$408K -$48.1K -3,238 -10%
EWA
33
Encompass Wealth Advisors
Oregon
$338K
Creative Planning
34
Creative Planning
Kansas
$314K +$317K +21,335 New
CWS
35
Cypress Wealth Services
California
$299K
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$295K
Osaic Holdings
37
Osaic Holdings
Arizona
$249K
CIAS
38
Capital Investment Advisory Services
North Carolina
$228K
SAM
39
Secure Asset Management
Michigan
$225K -$47.2K -3,179 -17%
AWG
40
Altus Wealth Group
Colorado
$206K
MFG
41
Magnus Financial Group
New York
$202K
QWM
42
QP Wealth Management
New Jersey
$201K -$2.97K -200 -1%
TCA
43
Transcend Capital Advisors
New Jersey
$195K +$490 +33 +0.2%
DA
44
DCM Advisors
New York
$192K +$148 +10 +0.1%
SCA
45
Snowden Capital Advisors
New York
$191K +$1.75K +118 +0.9%
CAN
46
Cetera Advisor Networks
California
$182K
RJT
47
Raymond James Trust
Florida
$177K -$19.5K -1,312 -10%
SPC
48
Sigma Planning Corp
Michigan
$150K
SLWA
49
San Luis Wealth Advisors
California
$147K +$148K +10,000 New
KA
50
Kozak & Associates
Colorado
$114K +$114K +7,711 New

NID Hedge Fund Activity: Q3 2021 in Review

59 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) for Q3 2021, worth a combined $129M — down 4.2% from $135M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NID positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $809K. The largest seller was Wells Fargo, cutting an estimated $2.76M.

  • 59 institutional investors held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $129M of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND stock for Q3 2021, down 4.2% quarter-over-quarter.
  • 8 funds opened new NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND positions in Q3 2021 and 5 closed out, a net change of +3 holders.
  • The largest NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND buyer in Q3 2021 was Sit Investment Associates, an estimated $809K added.
  • The largest NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND seller in Q3 2021 was Wells Fargo, an estimated $2.76M sold.

Based on aggregated 13F filings for Q3 2021.