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Nuveen Municipal Income
NMI

20 hedge funds and large institutions have $4.87M invested in Nuveen Municipal Income in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

45% more capital invested

Capital invested by funds: $3.36M → $4.87M (+$1.51M)

1.39% more ownership

Funds ownership: 3.48% → 4.87% (+1.4%)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

5% less funds holding

Funds holding: 21 → 20 (-1)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.94M
2
DAS
Dynamic Advisor Solutions
Arizona
+$141K
3
Wells Fargo
Wells Fargo
California
+$18.6K
4
Morgan Stanley
Morgan Stanley
New York
+$11.5K
5
AG
Advisor Group
Arizona
+$5.65K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$257K
2
LNC
Lincoln National Corp
Pennsylvania
-$141K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$102K
4
UBS Group
UBS Group
Switzerland
-$39.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.1M +$1.94M +171,699 +2,011%
RJA
2
Raymond James & Associates
Florida
$495K +$4.59K +406 +1%
Wells Fargo
3
Wells Fargo
California
$484K +$18.6K +1,643 +4%
Morgan Stanley
4
Morgan Stanley
New York
$473K +$11.5K +1,020 +3%
LNB
5
Ledyard National Bank
$315K – – –
SSWM
6
Sheets Smith Wealth Management
North Carolina
$147K – – –
DAS
7
Dynamic Advisor Solutions
Arizona
$145K +$141K +12,470 New
LPL Financial
8
LPL Financial
California
$122K +$4.16K +368 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$115K -$102K -9,000 -48%
UBS Group
10
UBS Group
Switzerland
$99K -$39.9K -3,530 -29%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$97K +$124 +11 +0.1%
AG
12
Advisor Group
Arizona
$90K +$5.65K +500 +7%
US Bancorp
13
US Bancorp
Minnesota
$58K – – –
JCM
14
Jacobi Capital Management
Pennsylvania
$50K +$271 +24 +0.6%
GWM
15
Geneos Wealth Management
Colorado
$42K – – –
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$17K – – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$5K – – –
THWM
18
Taylor Hoffman Wealth Management
Virginia
$5K – – –
CFA
19
Carroll Financial Associates
North Carolina
$5K +$4.92K +435 New
DSC
20
Duncker Streett & Co
Missouri
$4K – – –
LCM
21
Laurion Capital Management
New York
– -$257K -22,294 Closed
LNC
22
Lincoln National Corp
Pennsylvania
– -$141K -12,154 Closed

NMI Hedge Fund Activity: Q1 2018 in Review

20 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q1 2018, worth a combined $4.87M — up 45% from $3.36M a quarter earlier.

Fund positioning in NMI was balanced in Q1 2018: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $1.94M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $257K sold.

  • 20 institutional investors held Nuveen Municipal Income (NMI) as of Q1 2018, down from 21 in Q4 2017.
  • Funds reported $4.87M of Nuveen Municipal Income stock for Q1 2018, up 45% quarter-over-quarter.
  • 2 funds opened new Nuveen Municipal Income positions in Q1 2018 and 2 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal Income buyer in Q1 2018 was Bank of America, an estimated $1.94M added.
  • The largest Nuveen Municipal Income seller in Q1 2018 was Laurion Capital Management, an estimated $257K sold.

Based on aggregated 13F filings for Q1 2018.