Nuveen Municipal Income
NMI
31 hedge funds and large institutions have $6.93M invested in Nuveen Municipal Income in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.99% less ownership
Funds ownership: 6.96% → 5.97% (-0.99%)
13% less capital invested
Capital invested by funds: $7.97M → $6.93M (-$1.04M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$102K |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$78.4K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$75.5K |
| 4 |
LPL Financial
San Diego,
California
|
+$20.6K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$13.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$815K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$263K |
| 3 |
Morgan Stanley
New York
|
-$141K |
| 4 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
-$125K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$67.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $18K | – | – | – |
|
27
Fifth Third Bancorp
Cincinnati,
Ohio
| $18K | – | – | – |
|
|
28
Koshinski Asset Management
Decatur,
Illinois
| $13.2K | +$13.1K | +1,100 | New |
|
|
CBT
29
CoreFirst Bank & Trust
Topeka,
Kansas
| $12K | – | – | – |
|
|
FMII
30
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $2K | +$1.49K | +125 | New |
|
|
BFO
31
Biltmore Family Office
Charlotte,
North Carolina
| – | -$815K | -68,714 | Closed |
|
|
32
Stifel Financial
St. Louis,
Missouri
| – | -$263K | -22,270 | Closed |
|
|
KMWM
33
Keudell/Morrison Wealth Management
Salem,
Oregon
| – | -$125K | -10,550 | Closed |
|
|
LWA
34
Lowe Wealth Advisors
Columbia,
Maryland
| – | +$83 | +7 | New |
|
NMI Hedge Fund Activity: Q3 2021 in Review
31 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q3 2021, worth a combined $6.93M — down 13% from $7.97M a quarter earlier.
Fund positioning in NMI was balanced in Q3 2021: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 5 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $102K. The largest seller was Biltmore Family Office, exiting entirely with an estimated $815K sold.
- 31 institutional investors held Nuveen Municipal Income (NMI) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $6.93M of Nuveen Municipal Income stock for Q3 2021, down 13% quarter-over-quarter.
- 3 funds opened new Nuveen Municipal Income positions in Q3 2021 and 3 closed out, a net change of 0 holders.
- The largest Nuveen Municipal Income buyer in Q3 2021 was Kestra Advisory Services, an estimated $102K added.
- The largest Nuveen Municipal Income seller in Q3 2021 was Biltmore Family Office, an estimated $815K sold.
Based on aggregated 13F filings for Q3 2021.