We are live on ! Find out more
NMI icon

Nuveen Municipal Income

33 hedge funds and large institutions have $7.27M invested in Nuveen Municipal Income in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

27% more funds holding

Funds holding: 2633 (+7)

9% more capital invested

Capital invested by funds: $6.68M → $7.27M (+$583K)

0.83% more ownership

Funds ownership: 6.14%6.96% (+0.83%)

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1
Biltmore Family Office
North Carolina
$775K +$770K +68,034 New
Morgan Stanley
2
Morgan Stanley
New York
$721K +$57.9K +5,116 +9%
LPL Financial
3
LPL Financial
California
$694K -$747 -66 -0.1%
GC
4
Guggenheim Capital
Illinois
$606K -$16.3K -1,441 -3%
WAM
5
Wakefield Asset Management
Colorado
$473K +$24.9K +2,204 +6%
P
6
&Partners
Tennessee
$400K -$10.3K -907 -3%
UBS Group
7
UBS Group
Switzerland
$348K +$36K +3,185 +12%
Wells Fargo
8
Wells Fargo
California
$264K -$24.7K -2,181 -9%
Stifel Financial
9
Stifel Financial
Missouri
$254K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$240K +$59.8K +5,284 +33%
SPIA
11
Steward Partners Investment Advisory
New York
$235K
DAS
12
Dynamic Advisor Solutions
Arizona
$221K +$8.76K +774 +4%
WS
13
Wedbush Securities
California
$213K +$41.6K +3,680 +25%
Osaic Holdings
14
Osaic Holdings
Arizona
$170K -$4.41K -390 -3%
RJA
15
Raymond James & Associates
Florida
$167K -$204K -17,985 -55%
SSWM
16
Sheets Smith Wealth Management
North Carolina
$166K
Bank of America
17
Bank of America
North Carolina
$153K +$13.6K +1,200 +10%
KAS
18
Kestra Advisory Services
Texas
$153K +$154K +13,570 New
NRI
19
NFP Retirement Inc
California
$143K +$142K +12,566 New
ACA
20
Ackerman Capital Advisors
Texas
$142K +$141K +12,457 New
KMWM
21
Keudell/Morrison Wealth Management
Oregon
$134K
RIA
22
Realta Investment Advisors
Delaware
$131K
LHC
23
Little House Capital
Massachusetts
$125K
DC
24
Davenport & Co
Virginia
$117K
US Bancorp
25
US Bancorp
Minnesota
$57K

NMI Hedge Fund Activity: Q4 2020 in Review

33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q4 2020, worth a combined $7.27M — up 8.7% from $6.68M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NMI positions and 1 closed out — a net gain of 7 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Biltmore Family Office, opening a new position worth an estimated $770K. The largest seller was Ledyard National Bank, exiting entirely with an estimated $376K sold.

  • 33 institutional investors held Nuveen Municipal Income (NMI) as of Q4 2020, up from 26 in Q3 2020.
  • Funds reported $7.27M of Nuveen Municipal Income stock for Q4 2020, up 8.7% quarter-over-quarter.
  • 8 funds opened new Nuveen Municipal Income positions in Q4 2020 and 1 closed out, a net change of +7 holders.
  • The largest Nuveen Municipal Income buyer in Q4 2020 was Biltmore Family Office, an estimated $770K added.
  • The largest Nuveen Municipal Income seller in Q4 2020 was Ledyard National Bank, an estimated $376K sold.

Based on aggregated 13F filings for Q4 2020.