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Nuveen Select Maturities Municipal Fund

32 hedge funds and large institutions have $10.8M invested in Nuveen Select Maturities Municipal Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

1.09% less ownership

Funds ownership: 9.1%8.01% (-1.1%)

3% less funds holding

Funds holding: 3332 (-1)

10% less capital invested

Capital invested by funds: $12M → $10.8M (-$1.2M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$1.74M -$5.36K -500 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$1.47M +$147K +13,672 +11%
JIR
3
James Investment Research
Ohio
$1.01M +$24.7K +2,300 +3%
AIM
4
Anchor Investment Management
South Carolina
$902K
Wells Fargo
5
Wells Fargo
California
$591K +$55.2K +5,149 +10%
Bank of America
6
Bank of America
North Carolina
$550K +$23K +2,143 +4%
LPL Financial
7
LPL Financial
California
$475K -$628K -58,630 -57%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$373K
CBTWT
9
Community Bank & Trust (Waco, Texas)
Texas
$351K
UBS Group
10
UBS Group
Switzerland
$329K -$1.1M -102,995 -77%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$294K -$107K -10,001 -27%
NCM
12
Narwhal Capital Management
Georgia
$287K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$270K +$139K +13,001 +108%
HK
14
Horizon Kinetics
New York
$233K
DC
15
Davenport & Co
Virginia
$182K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$180K +$54K +5,042 +43%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$175K +$16.1K +1,500 +10%
HI
18
Hudock Inc
Pennsylvania
$168K +$1.22K +114 +0.7%
CA
19
Cetera Advisors
Colorado
$148K +$146K +13,650 New
HighTower Advisors
20
HighTower Advisors
Illinois
$143K +$10.1K +946 +8%
CB
21
Commerce Bank
Missouri
$141K
GP
22
Geneva Partners
Wisconsin
$141K +$150K +13,977 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$129K
DDPIC
24
Deroy & Devereaux Private Investment Counsel
Michigan
$124K
RJFSA
25
Raymond James Financial Services Advisors
Florida
$123K +$890 +83 +0.7%

NIM Hedge Fund Activity: Q2 2016 in Review

32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Maturities Municipal Fund (NIM) for Q2 2016, worth a combined $10.8M — down 10% from $12M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NIM and 6 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 11 added.

The largest buyer was Morgan Stanley, adding an estimated $147K. The largest seller was UBS Group, cutting an estimated $1.1M.

  • 32 institutional investors held Nuveen Select Maturities Municipal Fund (NIM) as of Q2 2016, down from 33 in Q1 2016.
  • Funds reported $10.8M of Nuveen Select Maturities Municipal Fund stock for Q2 2016, down 10% quarter-over-quarter.
  • 6 funds opened new Nuveen Select Maturities Municipal Fund positions in Q2 2016 and 7 closed out, a net change of -1 holder.
  • The largest Nuveen Select Maturities Municipal Fund buyer in Q2 2016 was Morgan Stanley, an estimated $147K added.
  • The largest Nuveen Select Maturities Municipal Fund seller in Q2 2016 was UBS Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2016.