We are live on ! Find out more
NMI icon

Nuveen Municipal Income

31 hedge funds and large institutions have $6.64M invested in Nuveen Municipal Income in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

19% more funds holding

Funds holding: 2631 (+5)

5% more capital invested

Capital invested by funds: $6.33M → $6.64M (+$309K)

0.17% less ownership

Funds ownership: 7.14%6.97% (-0.17%)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$1.54M -$49.7K -4,658 -3%
LPL Financial
2
LPL Financial
California
$1.02M -$136K -12,793 -12%
Morgan Stanley
3
Morgan Stanley
New York
$748K +$288K +26,972 +65%
RJA
4
Raymond James & Associates
Florida
$450K -$5.8K -544 -1%
Bank of America
5
Bank of America
North Carolina
$444K -$214K -20,030 -33%
LNB
6
Ledyard National Bank
$344K
SPIA
7
Steward Partners Investment Advisory
New York
$224K +$220K +20,601 New
Wells Fargo
8
Wells Fargo
California
$199K -$11 -1 -0%
DAS
9
Dynamic Advisor Solutions
Arizona
$198K +$28.8K +2,700 +17%
KMWM
10
Keudell/Morrison Wealth Management
Oregon
$175K +$172K +16,100 New
MIG
11
Mariner Investment Group
New York
$139K -$52.9K -4,965 -28%
PAM
12
Peak Asset Management
Colorado
$137K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$133K +$384 +36 +0.3%
RIA
14
Realta Investment Advisors
Delaware
$125K +$123K +11,508 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$120K
EVM
16
Eaton Vance Management
Massachusetts
$120K +$117K +11,000 New
SSWM
17
Sheets Smith Wealth Management
North Carolina
$115K
AG
18
Advisor Group
Arizona
$79K -$18.9K -1,772 -20%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$74K
US Bancorp
20
US Bancorp
Minnesota
$55K
HS
21
Horan Securities
United States
$54K
JCM
22
Jacobi Capital Management
Pennsylvania
$48K +$171 +16 +0.4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$31K -$92.1K -8,634 -75%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$18K +$224 +21 +1%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$16K

NMI Hedge Fund Activity: Q1 2019 in Review

31 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q1 2019, worth a combined $6.64M — up 4.9% from $6.33M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NMI positions and 3 closed out — a net gain of 5 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $288K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $325K sold.

  • 31 institutional investors held Nuveen Municipal Income (NMI) as of Q1 2019, up from 26 in Q4 2018.
  • Funds reported $6.64M of Nuveen Municipal Income stock for Q1 2019, up 4.9% quarter-over-quarter.
  • 8 funds opened new Nuveen Municipal Income positions in Q1 2019 and 3 closed out, a net change of +5 holders.
  • The largest Nuveen Municipal Income buyer in Q1 2019 was Morgan Stanley, an estimated $288K added.
  • The largest Nuveen Municipal Income seller in Q1 2019 was Wolverine Asset Management, an estimated $325K sold.

Based on aggregated 13F filings for Q1 2019.