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NID

NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND

Delisted

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

45 hedge funds and large institutions have $85.2M invested in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $83.2M → $85.2M (+$2.03M)

12% less funds holding

Funds holding: 5145 (-6)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
45
Holders Change
-6
Holders Change %
-11.76%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.3M +$838K +66,449 +4%
UBS Group
2
UBS Group
Switzerland
$15.2M -$301K -23,867 -2%
Wells Fargo
3
Wells Fargo
California
$7.49M -$15.9K -1,265 -0.2%
Bank of America
4
Bank of America
North Carolina
$5.16M +$101K +8,018 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$5.1M +$1.25M +99,057 +32%
PAIM
6
Punch & Associates Investment Management
Minnesota
$4.86M +$399K +31,655 +9%
Invesco
7
Invesco
Georgia
$4.2M +$520K +41,223 +14%
RCM
8
Rivernorth Capital Management
Florida
$2.73M +$2.74M +217,684 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.84M -$102K -8,097 -5%
RJA
10
Raymond James & Associates
Florida
$1.73M +$45.5K +3,606 +3%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.66M +$67.3K +5,336 +4%
VanEck Associates
12
VanEck Associates
New York
$1.56M -$26.6K -2,111 -2%
FC
13
FCA Corp
Texas
$1.47M -$4.29K -340 -0.3%
UR
14
USCA RIA
Texas
$1.19M
HK
15
Horizon Kinetics
New York
$1.02M +$510K +40,473 +100%
COLIM
16
City of London Investment Management
United Kingdom
$1.01M +$743K +58,895 +277%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$971K +$86.2K +6,837 +10%
SIAP
18
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$788K -$50.4K -4,000 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$683K +$124K +9,862 +22%
EWA
20
EP Wealth Advisors
California
$633K -$12.6K -996 -2%
Stifel Financial
21
Stifel Financial
Missouri
$631K +$205K +16,225 +48%
TIM
22
Tortoise Investment Management
New York
$599K +$601K +47,683 New
EWM
23
Edge Wealth Management
New York
$516K +$29K +2,298 +6%
Ameriprise
24
Ameriprise
Minnesota
$456K -$229K -18,164 -33%
ASN
25
Advisory Services Network
Georgia
$433K -$101K -8,000 -19%

NID Hedge Fund Activity: Q1 2018 in Review

45 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) for Q1 2018, worth a combined $85.2M — up 2.4% from $83.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NID and 6 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 20 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.74M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $847K sold.

  • 45 institutional investors held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) as of Q1 2018, down from 51 in Q4 2017.
  • Funds reported $85.2M of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 6 funds opened new NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND positions in Q1 2018 and 12 closed out, a net change of -6 holders.
  • The largest NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND buyer in Q1 2018 was Rivernorth Capital Management, an estimated $2.74M added.
  • The largest NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $847K sold.

Based on aggregated 13F filings for Q1 2018.