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Nuveen Municipal Income

30 hedge funds and large institutions have $5.1M invested in Nuveen Municipal Income in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

1.65% less ownership

Funds ownership: 6.97%5.32% (-1.6%)

3% less funds holding

Funds holding: 3130 (-1)

23% less capital invested

Capital invested by funds: $6.64M → $5.1M (-$1.53M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$806K +$34.6K +3,131 +5%
LPL Financial
2
LPL Financial
California
$710K -$337K -30,497 -33%
RJA
3
Raymond James & Associates
Florida
$454K -$10K -908 -2%
Bank of America
4
Bank of America
North Carolina
$387K -$69.5K -6,283 -15%
LNB
5
Ledyard National Bank
$355K
GC
6
Guggenheim Capital
Illinois
$293K +$289K +26,081 New
Wells Fargo
7
Wells Fargo
California
$239K +$34K +3,074 +17%
SPIA
8
Steward Partners Investment Advisory
New York
$231K
DAS
9
Dynamic Advisor Solutions
Arizona
$204K
KMWM
10
Keudell/Morrison Wealth Management
Oregon
$184K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$150K +$12.6K +1,138 +9%
UCFA
12
United Capital Financial Advisors
Texas
$149K +$147K +13,260 New
RIA
13
Realta Investment Advisors
Delaware
$129K
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$124K
SSWM
15
Sheets Smith Wealth Management
North Carolina
$119K
PAM
16
Peak Asset Management
Colorado
$112K -$27.9K -2,525 -20%
UBS Group
17
UBS Group
Switzerland
$92K +$89K +8,042 +4,468%
AG
18
Advisor Group
Arizona
$82K
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$77K
US Bancorp
20
US Bancorp
Minnesota
$56K
JCM
21
Jacobi Capital Management
Pennsylvania
$50K +$254 +23 +0.5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$32K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$22K +$3.47K +314 +19%
AF
24
Advisornet Financial
Minnesota
$17K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$17K

NMI Hedge Fund Activity: Q2 2019 in Review

30 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q2 2019, worth a combined $5.1M — down 23% from $6.64M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NMI and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $289K. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $1.54M sold.

  • 30 institutional investors held Nuveen Municipal Income (NMI) as of Q2 2019, down from 31 in Q1 2019.
  • Funds reported $5.1M of Nuveen Municipal Income stock for Q2 2019, down 23% quarter-over-quarter.
  • 3 funds opened new Nuveen Municipal Income positions in Q2 2019 and 4 closed out, a net change of -1 holder.
  • The largest Nuveen Municipal Income buyer in Q2 2019 was Guggenheim Capital, an estimated $289K added.
  • The largest Nuveen Municipal Income seller in Q2 2019 was 1607 Capital Partners, an estimated $1.54M sold.

Based on aggregated 13F filings for Q2 2019.