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Nuveen Municipal Income

23 hedge funds and large institutions have $4.72M invested in Nuveen Municipal Income in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

21% more funds holding

Funds holding: 1923 (+4)

2% more capital invested

Capital invested by funds: $4.62M → $4.72M (+$103K)

0.05% less ownership

Funds ownership: 4.63%4.58% (-0.05%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$750K -$60.9K -4,913 -8%
LPL Financial
2
LPL Financial
California
$745K -$37.4K -3,015 -5%
RJA
3
Raymond James & Associates
Florida
$612K +$7.1K +572 +1%
CIA
4
Capital Investment Advisors
Georgia
$515K -$17.1K -1,375 -3%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$459K
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$432K +$8.08K +651 +2%
Wells Fargo
7
Wells Fargo
California
$332K -$97.8K -7,880 -23%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$197K +$9.92K +800 +5%
SSWM
9
Sheets Smith Wealth Management
North Carolina
$155K
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$149K +$707 +57 +0.5%
LNB
11
Ledyard National Bank
$134K
UBS Group
12
UBS Group
Switzerland
$93K +$93K +7,494 New
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46K +$45.9K +3,700 New
Bank of America
14
Bank of America
North Carolina
$25K
US Bancorp
15
US Bancorp
Minnesota
$25K
Creative Planning
16
Creative Planning
Kansas
$12K +$11.8K +955 New
KFA
17
Kelleher Financial Advisors
New York
$12K +$12.4K +1,000 New
DSC
18
Duncker Streett & Co
Missouri
$8K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$5K
MFS
20
MSI Financial Services
Massachusetts
$5K
Citigroup
21
Citigroup
New York
$4K +$3.66K +295 New
TRCT
22
Tower Research Capital (TRC)
New York
$2K +$1.99K +160 New
Barclays
23
Barclays
United Kingdom
$1K +$918 +74 +285%
IA
24
IFP Advisors
Florida
-$20K -1,703 Closed
AFP
25
Ausdal Financial Partners
Iowa
-$12K -1,000 Closed

NMI Hedge Fund Activity: Q1 2016 in Review

23 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q1 2016, worth a combined $4.72M — up 2.2% from $4.62M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NMI positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $93K. The largest seller was Wells Fargo, cutting an estimated $97.8K.

  • 23 institutional investors held Nuveen Municipal Income (NMI) as of Q1 2016, up from 19 in Q4 2015.
  • Funds reported $4.72M of Nuveen Municipal Income stock for Q1 2016, up 2.2% quarter-over-quarter.
  • 6 funds opened new Nuveen Municipal Income positions in Q1 2016 and 2 closed out, a net change of +4 holders.
  • The largest Nuveen Municipal Income buyer in Q1 2016 was UBS Group, an estimated $93K added.
  • The largest Nuveen Municipal Income seller in Q1 2016 was Wells Fargo, an estimated $97.8K sold.

Based on aggregated 13F filings for Q1 2016.