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Nuveen Municipal Income

18 hedge funds and large institutions have $2.72M invested in Nuveen Municipal Income in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0.9% less ownership

Funds ownership: 3.56%2.66% (-0.9%)

10% less funds holding

Funds holding: 2018 (-2)

18% less capital invested

Capital invested by funds: $3.32M → $2.72M (-$596K)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$492K +$30.6K +2,658 +7%
RJA
2
Raymond James & Associates
Florida
$487K -$24.7K -2,149 -5%
Wells Fargo
3
Wells Fargo
California
$375K +$65K +5,650 +23%
LPL Financial
4
LPL Financial
California
$308K -$66.1K -5,743 -19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$245K -$52K -4,521 -18%
SSWM
6
Sheets Smith Wealth Management
North Carolina
$154K -$23K -2,000 -14%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$147K +$725 +63 +0.5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$134K -$79.4K -6,900 -39%
LNB
9
Ledyard National Bank
$132K
US Bancorp
10
US Bancorp
Minnesota
$61K +$11.5K +1,000 +25%
Bank of America
11
Bank of America
North Carolina
$57K +$30K +2,610 +129%
JCM
12
Jacobi Capital Management
Pennsylvania
$54K +$253 +22 +0.5%
AG
13
Advisor Group
Arizona
$24K
IA
14
IFP Advisors
Florida
$21K
Creative Planning
15
Creative Planning
Kansas
$18K
DSC
16
Duncker Streett & Co
Missouri
$8K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$5K
AIM
18
Acrospire Investment Management
Illinois
$1K +$1.15K +100 New
CRC
19
Curi RMB Capital
Illinois
-$410K -36,540 Closed
UBS Group
20
UBS Group
Switzerland
-$184K -16,414 Closed
LCM
21
Laurion Capital Management
New York
-$138K -12,322 Closed

NMI Hedge Fund Activity: Q1 2017 in Review

18 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q1 2017, worth a combined $2.72M — down 18% from $3.32M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NMI and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Wells Fargo, adding an estimated $65K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $410K sold.

  • 18 institutional investors held Nuveen Municipal Income (NMI) as of Q1 2017, down from 20 in Q4 2016.
  • Funds reported $2.72M of Nuveen Municipal Income stock for Q1 2017, down 18% quarter-over-quarter.
  • 1 fund opened new Nuveen Municipal Income positions in Q1 2017 and 3 closed out, a net change of -2 holders.
  • The largest Nuveen Municipal Income buyer in Q1 2017 was Wells Fargo, an estimated $65K added.
  • The largest Nuveen Municipal Income seller in Q1 2017 was Curi RMB Capital, an estimated $410K sold.

Based on aggregated 13F filings for Q1 2017.