We are live on ! Find out more
NIM icon

Nuveen Select Maturities Municipal Fund

56 hedge funds and large institutions have $42.7M invested in Nuveen Select Maturities Municipal Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

30% more capital invested

Capital invested by funds: $32.9M → $42.7M (+$9.83M)

7.72% more ownership

Funds ownership: 31.16%38.89% (+7.7%)

3% less funds holding

Funds holding: 5856 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.4M +$6.7M +773,829 +123%
1CP
2
1607 Capital Partners
Virginia
$10.5M +$810K +93,579 +9%
TIM
3
Tortoise Investment Management
New York
$3.32M +$935K +108,088 +40%
GC
4
Guggenheim Capital
Illinois
$2.06M +$450K +52,059 +29%
UBS Group
5
UBS Group
Switzerland
$1.69M +$2.66K +307 +0.2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.33M -$37.7K -4,355 -3%
Bank of America
7
Bank of America
North Carolina
$997K +$1.05K +121 +0.1%
Wells Fargo
8
Wells Fargo
California
$777K +$12.2K +1,409 +2%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$711K +$125K +14,398 +22%
C
10
Croban
Ohio
$710K +$705K +81,522 New
Stifel Financial
11
Stifel Financial
Missouri
$690K -$56.3K -6,508 -8%
AIM
12
Anchor Investment Management
South Carolina
$422K -$125K -14,500 -23%
NFG
13
Nations Financial Group
Iowa
$399K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$365K +$101K +11,720 +40%
FCI
15
Financial Counselors Inc
Kansas
$341K
LCM
16
Landscape Capital Management
New Jersey
$328K +$322K +37,231 New
LPL Financial
17
LPL Financial
California
$299K
WAM
18
Wolverine Asset Management
Illinois
$299K +$190K +21,944 +184%
SDWIA
19
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$286K
DWT
20
Dorsey & Whitney Trust
South Dakota
$257K
RCM
21
Rivernorth Capital Management
Florida
$218K +$1.13K +130 +0.5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$212K
RJFSA
23
Raymond James Financial Services Advisors
Florida
$205K -$42.9K -4,960 -18%
HH
24
Hilltop Holdings
Texas
$203K +$1.08K +125 +0.5%
SI
25
Stephens Inc
Arkansas
$200K +$51.9K +6,000 +36%

NIM Hedge Fund Activity: Q4 2023 in Review

56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Maturities Municipal Fund (NIM) for Q4 2023, worth a combined $42.7M — up 30% from $32.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NIM and 7 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $6.7M. The largest seller was Wakefield Asset Management, exiting entirely with an estimated $573K sold.

  • 56 institutional investors held Nuveen Select Maturities Municipal Fund (NIM) as of Q4 2023, down from 58 in Q3 2023.
  • Funds reported $42.7M of Nuveen Select Maturities Municipal Fund stock for Q4 2023, up 30% quarter-over-quarter.
  • 7 funds opened new Nuveen Select Maturities Municipal Fund positions in Q4 2023 and 9 closed out, a net change of -2 holders.
  • The largest Nuveen Select Maturities Municipal Fund buyer in Q4 2023 was Morgan Stanley, an estimated $6.7M added.
  • The largest Nuveen Select Maturities Municipal Fund seller in Q4 2023 was Wakefield Asset Management, an estimated $573K sold.

Based on aggregated 13F filings for Q4 2023.