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Nuveen Municipal Income
NMI

19 hedge funds and large institutions have $2.73M invested in Nuveen Municipal Income in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

0.26% less ownership

Funds ownership: 3.24% → 2.99% (-0.26%)

5% less funds holding

Funds holding: 20 → 19 (-1)

9% less capital invested

Capital invested by funds: $3.01M → $2.73M (-$276K)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$50.9K
2
CHC
City Holding Co
West Virginia
+$17K
3
WAM
Wolverine Asset Management
Illinois
+$9.52K
4
Morgan Stanley
Morgan Stanley
New York
+$2.94K
5
LPL Financial
LPL Financial
California
+$1.57K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$187K
2
VKH
Virtu KCG Holdings
New York
-$123K
3
TRCT
Tower Research Capital (TRC)
New York
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$477K – – –
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$408K – – –
LPL Financial
3
LPL Financial
California
$348K +$1.57K +139 +0.4%
Goldman Sachs
4
Goldman Sachs
New York
$283K – – –
Morgan Stanley
5
Morgan Stanley
New York
$269K +$2.94K +260 +1%
Bank of America
6
Bank of America
North Carolina
$263K +$781 +69 +0.3%
Wells Fargo
7
Wells Fargo
California
$170K +$50.9K +4,501 +41%
SSWM
8
Sheets Smith Wealth Management
North Carolina
$138K – – –
LNB
9
Ledyard National Bank
$119K – – –
FAAS
10
First Allied Advisory Services
California
$110K – – –
M&T Bank
11
M&T Bank
New York
$26K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$22K – – –
US Bancorp
13
US Bancorp
Minnesota
$22K – – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$20K – – –
CHC
15
City Holding Co
West Virginia
$17K +$17K +1,500 New
DSC
16
Duncker Streett & Co
Missouri
$11K – – –
U
17
UBS
Switzerland
$11K – – –
WAM
18
Wolverine Asset Management
Illinois
$9K +$9.52K +841 New
Citigroup
19
Citigroup
New York
$8K -$187K -16,557 -96%
VKH
20
Virtu KCG Holdings
New York
– -$123K -10,978 Closed
TRCT
21
Tower Research Capital (TRC)
New York
– -$7K -595 Closed

NMI Hedge Fund Activity: Q2 2014 in Review

19 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q2 2014, worth a combined $2.73M — down 9.2% from $3.01M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NMI and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 4 added.

The largest buyer was Wells Fargo, adding an estimated $50.9K. The largest seller was Citigroup, cutting an estimated $187K.

  • 19 institutional investors held Nuveen Municipal Income (NMI) as of Q2 2014, down from 20 in Q1 2014.
  • Funds reported $2.73M of Nuveen Municipal Income stock for Q2 2014, down 9.2% quarter-over-quarter.
  • 2 funds opened new Nuveen Municipal Income positions in Q2 2014 and 3 closed out, a net change of -1 holder.
  • The largest Nuveen Municipal Income buyer in Q2 2014 was Wells Fargo, an estimated $50.9K added.
  • The largest Nuveen Municipal Income seller in Q2 2014 was Citigroup, an estimated $187K sold.

Based on aggregated 13F filings for Q2 2014.