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Nuveen Municipal Income

19 hedge funds and large institutions have $4.62M invested in Nuveen Municipal Income in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

2% more capital invested

Capital invested by funds: $4.51M → $4.62M (+$104K)

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.45% less ownership

Funds ownership: 5.08%4.63% (-0.45%)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$783K +$110K +9,914 +18%
LPL Financial
2
LPL Financial
California
$765K +$355K +32,031 +105%
RJA
3
Raymond James & Associates
Florida
$585K -$52.4K -4,730 -9%
CIA
4
Capital Investment Advisors
Georgia
$514K -$4.15K -375 -0.9%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$443K
Wells Fargo
6
Wells Fargo
California
$414K +$487 +44 +0.1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$410K +$30.8K +2,784 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$181K +$39.9K +3,600 +31%
SSWM
9
Sheets Smith Wealth Management
North Carolina
$150K
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$143K +$132K +11,933 New
LNB
11
Ledyard National Bank
$129K
Bank of America
12
Bank of America
North Carolina
$24K
US Bancorp
13
US Bancorp
Minnesota
$24K
IA
14
IFP Advisors
Florida
$20K +$18.9K +1,703 New
AFP
15
Ausdal Financial Partners
Iowa
$12K +$11.1K +1,000 New
DSC
16
Duncker Streett & Co
Missouri
$8K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$5K
MFS
18
MSI Financial Services
Massachusetts
$5K +$4.43K +400 New
CRC
19
Curi RMB Capital
Illinois
-$603K -56,253 Closed
WAM
20
Wolverine Asset Management
Illinois
-$236K -22,106 Closed
LCM
21
Landscape Capital Management
New Jersey
-$158K -14,785 Closed
Citigroup
22
Citigroup
New York
-$22K -2,088 Closed
Barclays
23
Barclays
United Kingdom
+$288 +26 New

NMI Hedge Fund Activity: Q4 2015 in Review

19 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q4 2015, worth a combined $4.62M — up 2.3% from $4.51M a quarter earlier.

Fund positioning in NMI was balanced in Q4 2015: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $355K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $603K sold.

  • 19 institutional investors held Nuveen Municipal Income (NMI) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $4.62M of Nuveen Municipal Income stock for Q4 2015, up 2.3% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal Income positions in Q4 2015 and 5 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal Income buyer in Q4 2015 was LPL Financial, an estimated $355K added.
  • The largest Nuveen Municipal Income seller in Q4 2015 was Curi RMB Capital, an estimated $603K sold.

Based on aggregated 13F filings for Q4 2015.