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Nuveen Municipal Income

25 hedge funds and large institutions have $5.86M invested in Nuveen Municipal Income in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

1% more capital invested

Capital invested by funds: $5.79M → $5.86M (+$72K)

0.06% more ownership

Funds ownership: 5.87%5.93% (+0.06%)

11% less funds holding

Funds holding: 2825 (-3)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$880K -$108K -9,560 -11%
LPL Financial
2
LPL Financial
California
$668K -$21.2K -1,883 -3%
GC
3
Guggenheim Capital
Illinois
$558K +$192K +17,027 +53%
P
4
&Partners
Tennessee
$395K +$14.9K +1,325 +4%
RJA
5
Raymond James & Associates
Florida
$370K -$47K -4,170 -11%
LNB
6
Ledyard National Bank
$357K
UBS Group
7
UBS Group
Switzerland
$303K +$285K +25,283 +1,634%
Osaic Holdings
8
Osaic Holdings
Arizona
$256K +$254K +22,523 New
Wells Fargo
9
Wells Fargo
California
$242K +$46.1K +4,090 +24%
SPIA
10
Steward Partners Investment Advisory
New York
$232K
DAS
11
Dynamic Advisor Solutions
Arizona
$205K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$197K +$113 +10 +0.1%
Bank of America
13
Bank of America
North Carolina
$171K -$130K -11,505 -43%
SSWM
14
Sheets Smith Wealth Management
North Carolina
$165K
UCFA
15
United Capital Financial Advisors
Texas
$150K
KMWM
16
Keudell/Morrison Wealth Management
Oregon
$133K -$48.5K -4,300 -27%
RIA
17
Realta Investment Advisors
Delaware
$130K
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$124K -$9.59K -850 -7%
LHC
19
Little House Capital
Massachusetts
$124K
US Bancorp
20
US Bancorp
Minnesota
$57K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$54K +$22.2K +1,969 +70%
JCM
22
Jacobi Capital Management
Pennsylvania
$51K +$169 +15 +0.3%
AF
23
Advisornet Financial
Minnesota
$17K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$17K
TRCT
25
Tower Research Capital (TRC)
New York
$3K +$2.9K +257 New

NMI Hedge Fund Activity: Q1 2020 in Review

25 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q1 2020, worth a combined $5.86M — up 1.2% from $5.79M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NMI and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was UBS Group, adding an estimated $285K. The largest seller was Bank of America, cutting an estimated $130K.

  • 25 institutional investors held Nuveen Municipal Income (NMI) as of Q1 2020, down from 28 in Q4 2019.
  • Funds reported $5.86M of Nuveen Municipal Income stock for Q1 2020, up 1.2% quarter-over-quarter.
  • 2 funds opened new Nuveen Municipal Income positions in Q1 2020 and 3 closed out, a net change of -1 holder.
  • The largest Nuveen Municipal Income buyer in Q1 2020 was UBS Group, an estimated $285K added.
  • The largest Nuveen Municipal Income seller in Q1 2020 was Bank of America, an estimated $130K sold.

Based on aggregated 13F filings for Q1 2020.