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Nuveen Municipal Income

20 hedge funds and large institutions have $3.32M invested in Nuveen Municipal Income in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

13% more capital invested

Capital invested by funds: $2.94M → $3.32M (+$381K)

5% more funds holding

Funds holding: 1920 (+1)

0.78% more ownership

Funds ownership: 2.78%3.56% (+0.78%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$470K -$38.6K -3,266 -7%
Morgan Stanley
2
Morgan Stanley
New York
$422K -$83.9K -7,109 -16%
CRC
3
Curi RMB Capital
Illinois
$410K +$431K +36,540 New
LPL Financial
4
LPL Financial
California
$334K +$38.2K +3,234 +12%
Wells Fargo
5
Wells Fargo
California
$281K +$11.1K +938 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$276K +$78.7K +6,661 +37%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$201K +$211K +17,898 New
UBS Group
8
UBS Group
Switzerland
$184K -$14.3K -1,210 -7%
SSWM
9
Sheets Smith Wealth Management
North Carolina
$164K +$1.06K +90 +0.6%
LCM
10
Laurion Capital Management
New York
$138K +$145K +12,322 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$134K +$1.45K +123 +1%
LNB
12
Ledyard National Bank
$121K
JCM
13
Jacobi Capital Management
Pennsylvania
$48K +$283 +24 +0.6%
US Bancorp
14
US Bancorp
Minnesota
$45K
Bank of America
15
Bank of America
North Carolina
$23K
AG
16
Advisor Group
Arizona
$22K
IA
17
IFP Advisors
Florida
$19K
Creative Planning
18
Creative Planning
Kansas
$16K
DSC
19
Duncker Streett & Co
Missouri
$7K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4K
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$9K -700 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$9K -672 Closed

NMI Hedge Fund Activity: Q4 2016 in Review

20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q4 2016, worth a combined $3.32M — up 13% from $2.94M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NMI positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $431K. The largest seller was Morgan Stanley, cutting an estimated $83.9K.

  • 20 institutional investors held Nuveen Municipal Income (NMI) as of Q4 2016, up from 19 in Q3 2016.
  • Funds reported $3.32M of Nuveen Municipal Income stock for Q4 2016, up 13% quarter-over-quarter.
  • 3 funds opened new Nuveen Municipal Income positions in Q4 2016 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal Income buyer in Q4 2016 was Curi RMB Capital, an estimated $431K added.
  • The largest Nuveen Municipal Income seller in Q4 2016 was Morgan Stanley, an estimated $83.9K sold.

Based on aggregated 13F filings for Q4 2016.