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Nuveen Municipal Income
NMI

26 hedge funds and large institutions have $5.46M invested in Nuveen Municipal Income in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

7% more capital invested

Capital invested by funds: $5.1M → $5.46M (+$355K)

0.11% more ownership

Funds ownership: 5.32% → 5.43% (+0.11%)

13% less funds holding

Funds holding: 30 → 26 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
P
&Partners
Tennessee
+$359K
2
Morgan Stanley
Morgan Stanley
New York
+$148K
3
GC
Guggenheim Capital
Illinois
+$76.2K
4
SSWM
Sheets Smith Wealth Management
North Carolina
+$34.2K
5
AG
Advisor Group
Arizona
+$5.71K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$134K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$124K
3
UBS Group
UBS Group
Switzerland
-$92K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$77K
5
LPL Financial
LPL Financial
California
-$65.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$975K +$148K +13,003 +18%
LPL Financial
2
LPL Financial
California
$660K -$65.7K -5,756 -9%
RJA
3
Raymond James & Associates
Florida
$452K -$12.1K -1,056 -3%
Bank of America
4
Bank of America
North Carolina
$401K +$4.84K +424 +1%
GC
5
Guggenheim Capital
Illinois
$377K +$76.2K +6,675 +26%
LNB
6
Ledyard National Bank
$363K – – –
P
7
&Partners
Tennessee
$362K +$359K +31,435 New
SPIA
8
Steward Partners Investment Advisory
New York
$236K – – –
DAS
9
Dynamic Advisor Solutions
Arizona
$209K – – –
KMWM
10
Keudell/Morrison Wealth Management
Oregon
$185K – – –
SSWM
11
Sheets Smith Wealth Management
North Carolina
$156K +$34.2K +3,000 +28%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$154K +$183 +16 +0.1%
UCFA
13
United Capital Financial Advisors
Texas
$152K – – –
RIA
14
Realta Investment Advisors
Delaware
$132K – – –
LHC
15
Little House Capital
Massachusetts
$127K – – –
PAM
16
Peak Asset Management
Colorado
$115K – – –
Wells Fargo
17
Wells Fargo
California
$110K -$134K -11,745 -55%
AG
18
Advisor Group
Arizona
$89K +$5.71K +500 +7%
US Bancorp
19
US Bancorp
Minnesota
$58K – – –
JCM
20
Jacobi Capital Management
Pennsylvania
$52K +$274 +24 +0.5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$32K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$22K +$171 +15 +0.8%
AF
23
Advisornet Financial
Minnesota
$17K – – –
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$17K – – –
THWM
25
Taylor Hoffman Wealth Management
Virginia
$5K – – –
1
2

NMI Hedge Fund Activity: Q3 2019 in Review

26 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q3 2019, worth a combined $5.46M — up 7% from $5.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NMI and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 9 added.

The largest buyer was &Partners, opening a new position worth an estimated $359K. The largest seller was Wells Fargo, cutting an estimated $134K.

  • 26 institutional investors held Nuveen Municipal Income (NMI) as of Q3 2019, down from 30 in Q2 2019.
  • Funds reported $5.46M of Nuveen Municipal Income stock for Q3 2019, up 7% quarter-over-quarter.
  • 1 fund opened new Nuveen Municipal Income positions in Q3 2019 and 5 closed out, a net change of -4 holders.
  • The largest Nuveen Municipal Income buyer in Q3 2019 was &Partners, an estimated $359K added.
  • The largest Nuveen Municipal Income seller in Q3 2019 was Wells Fargo, an estimated $134K sold.

Based on aggregated 13F filings for Q3 2019.