We are live on ! Find out more
NMI icon

Nuveen Municipal Income
NMI

19 hedge funds and large institutions have $4.66M invested in Nuveen Municipal Income in 2018 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

0.06% less ownership

Funds ownership: 4.87% → 4.81% (-0.06%)

4% less capital invested

Capital invested by funds: $4.87M → $4.66M (-$204K)

5% less funds holding

Funds holding: 20 → 19 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$214K
2
Bank of America
Bank of America
North Carolina
+$138K
3
DAS
Dynamic Advisor Solutions
Arizona
+$16.9K
4
RJA
Raymond James & Associates
Florida
+$5.77K
5
JCM
Jacobi Capital Management
Pennsylvania
+$180

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$288K
2
UBS Group
UBS Group
Switzerland
-$99K
3
Morgan Stanley
Morgan Stanley
New York
-$29.7K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$16.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.17M +$138K +12,205 +7%
RJA
2
Raymond James & Associates
Florida
$485K +$5.77K +512 +1%
Morgan Stanley
3
Morgan Stanley
New York
$428K -$29.7K -2,631 -6%
LPL Financial
4
LPL Financial
California
$333K +$214K +19,005 +181%
LNB
5
Ledyard National Bank
$306K – – –
Wells Fargo
6
Wells Fargo
California
$181K -$288K -25,532 -61%
DAS
7
Dynamic Advisor Solutions
Arizona
$158K +$16.9K +1,500 +12%
SSWM
8
Sheets Smith Wealth Management
North Carolina
$142K – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$112K – – –
AG
10
Advisor Group
Arizona
$88K – – –
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$77K -$16.8K -1,492 -18%
US Bancorp
12
US Bancorp
Minnesota
$56K – – –
JCM
13
Jacobi Capital Management
Pennsylvania
$49K +$180 +16 +0.4%
GWM
14
Geneos Wealth Management
Colorado
$41K – – –
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$17K – – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$5K – – –
THWM
17
Taylor Hoffman Wealth Management
Virginia
$5K – – –
CFA
18
Carroll Financial Associates
North Carolina
$4K – – –
DSC
19
Duncker Streett & Co
Missouri
$4K – – –
UBS Group
20
UBS Group
Switzerland
– -$99K -8,517 Closed

NMI Hedge Fund Activity: Q2 2018 in Review

19 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q2 2018, worth a combined $4.66M — down 4.2% from $4.87M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of NMI and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.

The largest buyer was LPL Financial, adding an estimated $214K. The largest seller was Wells Fargo, cutting an estimated $288K.

  • 19 institutional investors held Nuveen Municipal Income (NMI) as of Q2 2018, down from 20 in Q1 2018.
  • Funds reported $4.66M of Nuveen Municipal Income stock for Q2 2018, down 4.2% quarter-over-quarter.
  • 0 funds opened new Nuveen Municipal Income positions in Q2 2018 and 1 closed out, a net change of -1 holder.
  • The largest Nuveen Municipal Income buyer in Q2 2018 was LPL Financial, an estimated $214K added.
  • The largest Nuveen Municipal Income seller in Q2 2018 was Wells Fargo, an estimated $288K sold.

Based on aggregated 13F filings for Q2 2018.