Nuveen Municipal Income
NMI
29 hedge funds and large institutions have $6.15M invested in Nuveen Municipal Income in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 7 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
1.09% less ownership
Funds ownership: 6.96% → 5.87% (-1.1%)
12% less funds holding
Funds holding: 33 → 29 (-4)
15% less capital invested
Capital invested by funds: $7.27M → $6.15M (-$1.12M)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$230K |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$65.8K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$40K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$32.9K |
| 5 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
+$30.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$775K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$221K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$142K |
| 4 |
LHC
Little House Capital
Braintree,
Massachusetts
|
-$125K |
| 5 |
LPL Financial
San Diego,
California
|
-$96.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $17K | – | – | – |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $17K | – | – | – |
|
|
CBT
28
CoreFirst Bank & Trust
Topeka,
Kansas
| $11K | – | – | – |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $9K | +$8.53K | +750 | New |
|
|
BFO
30
Biltmore Family Office
Charlotte,
North Carolina
| – | -$775K | -68,034 | Closed |
|
|
DAS
31
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$221K | -19,380 | Closed |
|
|
ACA
32
Ackerman Capital Advisors
Dallas,
Texas
| – | -$142K | -12,457 | Closed |
|
|
LHC
33
Little House Capital
Braintree,
Massachusetts
| – | -$125K | -11,000 | Closed |
|
|
AF
34
Allworth Financial
Folsom,
California
| – | -$9K | -807 | Closed |
|
|
SN
35
Sittner & Nelson
Eugene,
Oregon
| – | -$4K | -390 | Closed |
|
NMI Hedge Fund Activity: Q1 2021 in Review
29 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q1 2021, worth a combined $6.15M — down 15% from $7.27M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NMI and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 8 added.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $230K. The largest seller was Biltmore Family Office, exiting entirely with an estimated $775K sold.
- 29 institutional investors held Nuveen Municipal Income (NMI) as of Q1 2021, down from 33 in Q4 2020.
- Funds reported $6.15M of Nuveen Municipal Income stock for Q1 2021, down 15% quarter-over-quarter.
- 3 funds opened new Nuveen Municipal Income positions in Q1 2021 and 7 closed out, a net change of -4 holders.
- The largest Nuveen Municipal Income buyer in Q1 2021 was OneDigital Investment Advisors, an estimated $230K added.
- The largest Nuveen Municipal Income seller in Q1 2021 was Biltmore Family Office, an estimated $775K sold.
Based on aggregated 13F filings for Q1 2021.