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Nuveen Municipal Income

28 hedge funds and large institutions have $5.79M invested in Nuveen Municipal Income in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

8% more funds holding

Funds holding: 2628 (+2)

6% more capital invested

Capital invested by funds: $5.46M → $5.79M (+$328K)

0.44% more ownership

Funds ownership: 5.43%5.87% (+0.44%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$986K +$30.6K +2,696 +3%
LPL Financial
2
LPL Financial
California
$688K +$41.2K +3,630 +6%
RJA
3
Raymond James & Associates
Florida
$416K -$27.3K -2,406 -6%
P
4
&Partners
Tennessee
$379K +$24.7K +2,178 +7%
GC
5
Guggenheim Capital
Illinois
$365K -$4.5K -396 -1%
LNB
6
Ledyard National Bank
$356K
Bank of America
7
Bank of America
North Carolina
$300K -$93.9K -8,270 -24%
SPIA
8
Steward Partners Investment Advisory
New York
$232K
DAS
9
Dynamic Advisor Solutions
Arizona
$205K
AG
10
Advisor Group
Arizona
$202K +$114K +10,080 +130%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$196K +$45.7K +4,025 +30%
Wells Fargo
12
Wells Fargo
California
$195K +$88K +7,757 +81%
KMWM
13
Keudell/Morrison Wealth Management
Oregon
$182K
SSWM
14
Sheets Smith Wealth Management
North Carolina
$165K +$11.4K +1,000 +7%
UCFA
15
United Capital Financial Advisors
Texas
$149K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$133K +$134K +11,800 New
RIA
17
Realta Investment Advisors
Delaware
$129K
LHC
18
Little House Capital
Massachusetts
$124K
PAM
19
Peak Asset Management
Colorado
$113K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$73K +$51.7K +4,556 +230%
US Bancorp
21
US Bancorp
Minnesota
$56K
JCM
22
Jacobi Capital Management
Pennsylvania
$51K +$443 +39 +0.9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$32K
AF
24
Advisornet Financial
Minnesota
$17K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$17K

NMI Hedge Fund Activity: Q4 2019 in Review

28 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q4 2019, worth a combined $5.79M — up 6% from $5.46M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NMI positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $134K. The largest seller was Bank of America, cutting an estimated $93.9K.

  • 28 institutional investors held Nuveen Municipal Income (NMI) as of Q4 2019, up from 26 in Q3 2019.
  • Funds reported $5.79M of Nuveen Municipal Income stock for Q4 2019, up 6% quarter-over-quarter.
  • 3 funds opened new Nuveen Municipal Income positions in Q4 2019 and 1 closed out, a net change of +2 holders.
  • The largest Nuveen Municipal Income buyer in Q4 2019 was Janney Montgomery Scott, an estimated $134K added.
  • The largest Nuveen Municipal Income seller in Q4 2019 was Bank of America, an estimated $93.9K sold.

Based on aggregated 13F filings for Q4 2019.