Nuveen Municipal Income
NMI
34 hedge funds and large institutions have $8.61M invested in Nuveen Municipal Income in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
24% more capital invested
Capital invested by funds: $6.93M → $8.61M (+$1.68M)
10% more funds holding
Funds holding: 31 → 34 (+3)
1.8% more ownership
Funds ownership: 5.97% → 7.77% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$846K |
| 2 |
KFS
Kaizen Financial Strategies
Campbell,
California
|
+$611K |
| 3 |
Morgan Stanley
New York
|
+$249K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$125K |
| 5 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
+$62.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$87.1K |
| 2 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$56K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$28.1K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$14.3K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$14.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $57K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $54K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $40K | -$8.79K | -750 | -18% |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $30K | +$31.2K | +2,660 | New |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $17K | – | – | – |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| $17K | – | – | – |
|
32
Koshinski Asset Management
Decatur,
Illinois
| $12.6K | – | – | – |
|
|
CBT
33
CoreFirst Bank & Trust
Topeka,
Kansas
| $11K | – | – | – |
|
|
JCM
34
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$56K | -4,668 | Closed |
|
|
FMII
35
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$2K | -125 | Closed |
|
NMI Hedge Fund Activity: Q4 2021 in Review
34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q4 2021, worth a combined $8.61M — up 24% from $6.93M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NMI positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Biltmore Family Office, opening a new position worth an estimated $846K. The largest seller was Bank of America, cutting an estimated $87.1K.
- 34 institutional investors held Nuveen Municipal Income (NMI) as of Q4 2021, up from 31 in Q3 2021.
- Funds reported $8.61M of Nuveen Municipal Income stock for Q4 2021, up 24% quarter-over-quarter.
- 5 funds opened new Nuveen Municipal Income positions in Q4 2021 and 2 closed out, a net change of +3 holders.
- The largest Nuveen Municipal Income buyer in Q4 2021 was Biltmore Family Office, an estimated $846K added.
- The largest Nuveen Municipal Income seller in Q4 2021 was Bank of America, an estimated $87.1K sold.
Based on aggregated 13F filings for Q4 2021.