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Nuveen Select Maturities Municipal Fund
NIM

57 hedge funds and large institutions have $32M invested in Nuveen Select Maturities Municipal Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $31.1M → $32M (+$959K)

0.6% more ownership

Funds ownership: 27.52% → 28.13% (+0.6%)

3% less funds holding

Funds holding: 59 → 57 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$645K
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$606K
3
UBS Group
UBS Group
Switzerland
+$574K
4
GC
Guggenheim Capital
Illinois
+$403K
5
1CP
1607 Capital Partners
Virginia
+$131K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$596K
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$308K
3
IA
IFP Advisors
Florida
-$278K
4
ACM
Arlington Capital Management
Illinois
-$182K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$150K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$209K – – –
HKAM
27
Horizon Kinetics Asset Management
New York
$198K – – –
First Trust Advisors
28
First Trust Advisors
Illinois
$194K +$77.1K +8,293 +65%
HH
29
Hilltop Holdings
Texas
$185K +$3.98K +428 +2%
LIG
30
Lokken Investment Group
Delaware
$180K +$47.1K +5,065 +35%
CPWA
31
Cerro Pacific Wealth Advisors
California
$165K – – –
RIG
32
Ramiah Investment Group
Wisconsin
$162K +$12.7K +1,368 +8%
SI
33
Stephens Inc
Arkansas
$154K +$37.2K +4,000 +31%
WS
34
Wedbush Securities
California
$138K – – –
DADC
35
D.A. Davidson & Co
Montana
$138K +$28.5K +3,065 +26%
DAS
36
Dynamic Advisor Solutions
Arizona
$138K -$18.1K -1,945 -12%
CA
37
Cetera Advisors
Colorado
$131K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$131K -$12.4K -1,330 -9%
Osaic Holdings
39
Osaic Holdings
Arizona
$129K +$42.9K +4,621 +49%
RJT
40
Raymond James Trust
Florida
$126K – – –
Truist Financial
41
Truist Financial
North Carolina
$125K – – –
SWA
42
Sightline Wealth Advisors
Connecticut
$118K +$623 +67 +0.5%
JWCA
43
J.W. Cole Advisors
Florida
$111K +$56 +6 +0%
Bank of America
44
Bank of America
North Carolina
$109K – – –
DDPIC
45
Deroy & Devereaux Private Investment Counsel
Michigan
$106K – – –
NRI
46
NFP Retirement Inc
California
$99.7K +$100K +10,801 New
SPC
47
Sigma Planning Corp
Michigan
$94.5K – – –
NCM
48
Narwhal Capital Management
Georgia
$92.3K – – –
IA
49
IFP Advisors
Florida
$67.5K -$278K -29,873 -81%
BC
50
Barrett & Company
Rhode Island
$55.4K – – –
1
2
3

NIM Hedge Fund Activity: Q1 2023 in Review

57 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Maturities Municipal Fund (NIM) for Q1 2023, worth a combined $32M — up 3.1% from $31.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NIM and 3 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 20 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $645K. The largest seller was Morgan Stanley, cutting an estimated $596K.

  • 57 institutional investors held Nuveen Select Maturities Municipal Fund (NIM) as of Q1 2023, down from 59 in Q4 2022.
  • Funds reported $32M of Nuveen Select Maturities Municipal Fund stock for Q1 2023, up 3.1% quarter-over-quarter.
  • 3 funds opened new Nuveen Select Maturities Municipal Fund positions in Q1 2023 and 5 closed out, a net change of -2 holders.
  • The largest Nuveen Select Maturities Municipal Fund buyer in Q1 2023 was Hennion & Walsh Asset Management, an estimated $645K added.
  • The largest Nuveen Select Maturities Municipal Fund seller in Q1 2023 was Morgan Stanley, an estimated $596K sold.

Based on aggregated 13F filings for Q1 2023.