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NID

NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND
NID

Delisted

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

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18 hedge funds and large institutions have $11.4M invested in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

78% less funds holding

Funds holding: 80 → 18 (-62)

92% less capital invested

Capital invested by funds: $138M → $11.4M (-$127M)

95% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 65

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
18
Holders Change
-62
Holders Change %
-77.5%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
2
Reduced
5
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.41M
2
JC
JBF Capital
Colorado
+$2.1M
3
PB
Pinnacle Bancorp
Nebraska
+$42.2K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$19.3K
5
SWM
Spire Wealth Management
Virginia
+$14.1K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$37.7M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$17.2M
3
IA
Icon Advisers
Colorado
-$8.38M
4
GC
Guggenheim Capital
Illinois
-$7.94M
5
AC
Almitas Capital
California
-$5.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
51
True North Advisors
Texas
– -$302K -23,000 Closed
Truist Financial
52
Truist Financial
North Carolina
– -$288K -21,959 Closed
MPW
53
Melone Private Wealth
Michigan
– -$272K -20,720 Closed
CWS
54
Cypress Wealth Services
California
– -$267K -20,345 Closed
WSTAM
55
Wilbanks Smith & Thomas Asset Management
Virginia
– -$263K -20,072 Closed
SCA
56
Snowden Capital Advisors
New York
– -$248K -18,938 Closed
VF
57
Virtu Financial
New York
– -$239K -18,219 Closed
Creative Planning
58
Creative Planning
Kansas
– -$239K -18,185 Closed
1CP
59
1607 Capital Partners
Virginia
– -$215K -16,414 Closed
CIAS
60
Capital Investment Advisory Services
North Carolina
– -$203K -15,500 Closed
DADC
61
D.A. Davidson & Co
Montana
– -$202K -15,361 Closed
GSIAS
62
Garden State Investment Advisory Services
New Jersey
– -$201K -15,300 Closed
EH
63
Equitable Holdings
New York
– -$198K -15,100 Closed
OC
64
Oppenheimer & Co
New York
– -$195K -14,862 Closed
CAN
65
Cetera Advisor Networks
California
– -$191K -14,559 Closed
AWG
66
Altus Wealth Group
Colorado
– -$184K -14,025 Closed
SPC
67
Sigma Planning Corp
Michigan
– -$181K -13,776 Closed
MFG
68
Magnus Financial Group
New York
– -$180K -13,739 Closed
CFG
69
Carr Financial Group
Massachusetts
– -$166K -12,655 Closed
First Trust Advisors
70
First Trust Advisors
Illinois
– -$147K -11,203 Closed
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
– -$110K -8,403 Closed
S
72
SignatureFD
Georgia
– -$97.7K -7,450 Closed
SSB
73
Sandy Spring Bank
Maryland
– -$80.6K -6,141 Closed
CHC
74
City Holding Co
West Virginia
– -$72.6K -5,536 Closed
CFFP
75
Center for Financial Planning
Michigan
– -$29.3K -2,237 Closed
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NID Hedge Fund Activity: Q1 2023 in Review

18 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) for Q1 2023, worth a combined $11.4M — down 92% from $138M a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of NID and 3 opened new positions — a net loss of 62 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $2.41M. The largest seller was Morgan Stanley, exiting entirely with an estimated $37.7M sold.

  • 18 institutional investors held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) as of Q1 2023, down from 80 in Q4 2022.
  • Funds reported $11.4M of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND stock for Q1 2023, down 92% quarter-over-quarter.
  • 3 funds opened new NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND positions in Q1 2023 and 65 closed out, a net change of -62 holders.
  • The largest NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $2.41M added.
  • The largest NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND seller in Q1 2023 was Morgan Stanley, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2023.