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NID

NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND

Delisted

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

63 hedge funds and large institutions have $128M invested in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

7% more funds holding

Funds holding: 5963 (+4)

1% less capital invested

Capital invested by funds: $129M → $128M (-$1.27M)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.8M +$136K +9,162 +0.4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$18.6M +$18.5M +1,244,355 New
GC
3
Guggenheim Capital
Illinois
$7.2M -$800K -53,841 -10%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.13M -$213K -14,363 -3%
UBS Group
5
UBS Group
Switzerland
$7.11M -$780K -52,466 -10%
Wells Fargo
6
Wells Fargo
California
$5.75M -$20.5M -1,381,436 -78%
Bank of America
7
Bank of America
North Carolina
$4.71M +$61.6K +4,146 +1%
SPIA
8
Steward Partners Investment Advisory
New York
$4.06M -$32.7K -2,203 -0.8%
RJA
9
Raymond James & Associates
Florida
$3.62M -$628K -42,279 -15%
VanEck Associates
10
VanEck Associates
New York
$2.9M -$414K -27,862 -13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.77M +$184K +12,404 +7%
LPL Financial
12
LPL Financial
California
$2.77M -$91.8K -6,178 -3%
KA
13
Kercheville Advisors
Texas
$2.68M
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.18M -$254K -17,101 -10%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$2.07M
FC
16
FCA Corp
Texas
$1.61M -$106K -7,145 -6%
AAM
17
Advisors Asset Management
Colorado
$1.46M -$13.5K -906 -0.9%
SIA
18
Sit Investment Associates
Minnesota
$1.28M +$466K +31,374 +58%
KAS
19
Kestra Advisory Services
Texas
$1.19M -$268K -18,063 -19%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.09M +$395K +26,601 +57%
HKAM
21
Horizon Kinetics Asset Management
New York
$1.07M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.05M +$60.7K +4,085 +6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.02M -$20K -1,343 -2%
Stifel Financial
24
Stifel Financial
Missouri
$996K +$19.7K +1,327 +2%
SIAP
25
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$828K

NID Hedge Fund Activity: Q4 2021 in Review

63 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) for Q4 2021, worth a combined $128M — down 0.98% from $129M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NID positions and 6 closed out — a net gain of 4 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $466K. The largest seller was Wells Fargo, cutting an estimated $20.5M.

  • 63 institutional investors held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) as of Q4 2021, up from 59 in Q3 2021.
  • Funds reported $128M of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND stock for Q4 2021, down 0.98% quarter-over-quarter.
  • 10 funds opened new NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND positions in Q4 2021 and 6 closed out, a net change of +4 holders.
  • The largest NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND buyer in Q4 2021 was Sit Investment Associates, an estimated $466K added.
  • The largest NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND seller in Q4 2021 was Wells Fargo, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2021.