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Nuveen Municipal Income
NMI

24 hedge funds and large institutions have $5.31M invested in Nuveen Municipal Income in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

26% more funds holding

Funds holding: 19 → 24 (+5)

14% more capital invested

Capital invested by funds: $4.66M → $5.31M (+$644K)

1.14% more ownership

Funds ownership: 4.81% → 5.95% (+1.1%)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$464K
2
LPL Financial
LPL Financial
California
+$252K
3
WAM
Wolverine Asset Management
Illinois
+$193K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$114K
5
AG
Advisor Group
Arizona
+$76.6K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$85.7K
2
Morgan Stanley
Morgan Stanley
New York
-$11.4K
3
RJA
Raymond James & Associates
Florida
-$3.41K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.88M -$85.7K -7,889 -4%
LPL Financial
2
LPL Financial
California
$537K +$252K +23,159 +79%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$437K +$464K +42,760 New
RJA
4
Raymond James & Associates
Florida
$436K -$3.41K -314 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$377K -$11.4K -1,048 -3%
LNB
6
Ledyard National Bank
$323K +$48.9K +4,500 +17%
Wells Fargo
7
Wells Fargo
California
$226K +$66K +6,075 +38%
WAM
8
Wolverine Asset Management
Illinois
$180K +$193K +17,727 New
AG
9
Advisor Group
Arizona
$151K +$76.6K +7,050 +91%
DAS
10
Dynamic Advisor Solutions
Arizona
$143K – – –
SSWM
11
Sheets Smith Wealth Management
North Carolina
$129K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$115K +$14.4K +1,325 +13%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$107K +$114K +10,500 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$70K – – –
US Bancorp
15
US Bancorp
Minnesota
$51K – – –
JCM
16
Jacobi Capital Management
Pennsylvania
$45K +$250 +23 +0.5%
GWM
17
Geneos Wealth Management
Colorado
$37K – – –
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$17K +$13.4K +1,230 +315%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$15K – – –
1CP
20
1607 Capital Partners
Virginia
$15K +$16.3K +1,500 New
CFA
21
Carroll Financial Associates
North Carolina
$4K – – –
THWM
22
Taylor Hoffman Wealth Management
Virginia
$4K – – –
DSC
23
Duncker Streett & Co
Missouri
$3K – – –
FIA
24
FNY Investment Advisers
New York
– +$706 +65 New

NMI Hedge Fund Activity: Q3 2018 in Review

24 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q3 2018, worth a combined $5.31M — up 14% from $4.66M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NMI positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $464K. The largest seller was Bank of America, cutting an estimated $85.7K.

  • 24 institutional investors held Nuveen Municipal Income (NMI) as of Q3 2018, up from 19 in Q2 2018.
  • Funds reported $5.31M of Nuveen Municipal Income stock for Q3 2018, up 14% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal Income positions in Q3 2018 and 0 closed out, a net change of +5 holders.
  • The largest Nuveen Municipal Income buyer in Q3 2018 was Susquehanna International Group, an estimated $464K added.
  • The largest Nuveen Municipal Income seller in Q3 2018 was Bank of America, an estimated $85.7K sold.

Based on aggregated 13F filings for Q3 2018.