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Nuveen Select Maturities Municipal Fund

36 hedge funds and large institutions have $20M invested in Nuveen Select Maturities Municipal Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

8% more capital invested

Capital invested by funds: $18.5M → $20M (+$1.47M)

1.16% more ownership

Funds ownership: 14.26%15.42% (+1.2%)

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$5.09M +$261K +25,100 +5%
Wells Fargo
2
Wells Fargo
California
$2.42M +$359K +34,509 +17%
Morgan Stanley
3
Morgan Stanley
New York
$1.74M +$20.4K +1,962 +1%
Stifel Financial
4
Stifel Financial
Missouri
$1.68M
JIR
5
James Investment Research
Ohio
$1.03M -$20.8K -2,000 -2%
NA
6
NewEdge Advisors
Louisiana
$967K +$961K +92,393 New
BFEC
7
Benjamin F. Edwards & Company
Missouri
$919K +$320K +30,773 +53%
AIM
8
Anchor Investment Management
South Carolina
$784K
RVPG
9
Relative Value Partners Group
$539K -$14K -1,347 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$537K +$128K +12,315 +31%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$448K +$31.2K +3,000 +7%
Bank of America
12
Bank of America
North Carolina
$422K -$104K -10,008 -20%
NCM
13
Narwhal Capital Management
Georgia
$263K -$6.39K -614 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$250K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$248K +$28.9K +2,777 +13%
AG
16
Advisor Group
Arizona
$242K
HKAM
17
Horizon Kinetics Asset Management
New York
$224K
RJA
18
Raymond James & Associates
Florida
$198K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$194K -$168K -16,149 -46%
HH
20
Hilltop Holdings
Texas
$189K +$30.9K +2,969 +20%
DWT
21
Dorsey & Whitney Trust
South Dakota
$186K
SDWIA
22
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$186K
UBS Group
23
UBS Group
Switzerland
$149K +$2.72K +261 +2%
DC
24
Davenport & Co
Virginia
$143K
DDPIC
25
Deroy & Devereaux Private Investment Counsel
Michigan
$120K

NIM Hedge Fund Activity: Q3 2019 in Review

36 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Maturities Municipal Fund (NIM) for Q3 2019, worth a combined $20M — up 8% from $18.5M a quarter earlier.

Fund positioning in NIM was balanced in Q3 2019: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 6 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $961K. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $407K sold.

  • 36 institutional investors held Nuveen Select Maturities Municipal Fund (NIM) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $20M of Nuveen Select Maturities Municipal Fund stock for Q3 2019, up 8% quarter-over-quarter.
  • 3 funds opened new Nuveen Select Maturities Municipal Fund positions in Q3 2019 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen Select Maturities Municipal Fund buyer in Q3 2019 was NewEdge Advisors, an estimated $961K added.
  • The largest Nuveen Select Maturities Municipal Fund seller in Q3 2019 was Koshinski Asset Management, an estimated $407K sold.

Based on aggregated 13F filings for Q3 2019.