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Nuveen Municipal Income

31 hedge funds and large institutions have $7.97M invested in Nuveen Municipal Income in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

30% more capital invested

Capital invested by funds: $6.15M → $7.97M (+$1.82M)

7% more funds holding

Funds holding: 2931 (+2)

1.08% more ownership

Funds ownership: 5.87%6.96% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.26M +$1.24M +106,639 New
BFO
2
Biltmore Family Office
North Carolina
$815K +$798K +68,714 New
Morgan Stanley
3
Morgan Stanley
New York
$724K -$2.37K -204 -0.3%
LPL Financial
4
LPL Financial
California
$611K -$8.46K -729 -1%
WAM
5
Wakefield Asset Management
Colorado
$589K +$65.4K +5,634 +13%
UBS Group
6
UBS Group
Switzerland
$372K +$33.7K +2,900 +10%
GC
7
Guggenheim Capital
Illinois
$272K -$326K -28,102 -55%
Stifel Financial
8
Stifel Financial
Missouri
$263K
SPIA
9
Steward Partners Investment Advisory
New York
$244K -$33.5K -2,889 -12%
OIA
10
OneDigital Investment Advisors
Kansas
$241K +$2.02K +174 +0.9%
Bank of America
11
Bank of America
North Carolina
$224K +$63.8K +5,495 +41%
WS
12
Wedbush Securities
California
$221K
KAS
13
Kestra Advisory Services
Texas
$212K +$38.5K +3,316 +23%
P
14
&Partners
Tennessee
$196K -$283K -24,375 -60%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$188K +$406 +35 +0.2%
Wells Fargo
16
Wells Fargo
California
$183K -$27.2K -2,344 -13%
RIA
17
Realta Investment Advisors
Delaware
$178K
NRI
18
NFP Retirement Inc
California
$151K +$1.28K +110 +0.9%
MA
19
Mutual Advisors
Nebraska
$130K +$127K +10,973 New
LHC
20
Little House Capital
Massachusetts
$130K +$128K +11,000 New
KMWM
21
Keudell/Morrison Wealth Management
Oregon
$125K -$14.5K -1,250 -11%
RJA
22
Raymond James & Associates
Florida
$122K -$50.7K -4,370 -30%
DC
23
Davenport & Co
Virginia
$121K
Osaic Holdings
24
Osaic Holdings
Arizona
$118K
HI
25
Harbour Investments
Wisconsin
$59K

NMI Hedge Fund Activity: Q2 2021 in Review

31 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q2 2021, worth a combined $7.97M — up 30% from $6.15M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NMI positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $1.24M. The largest seller was Guggenheim Capital, cutting an estimated $326K.

  • 31 institutional investors held Nuveen Municipal Income (NMI) as of Q2 2021, up from 29 in Q1 2021.
  • Funds reported $7.97M of Nuveen Municipal Income stock for Q2 2021, up 30% quarter-over-quarter.
  • 4 funds opened new Nuveen Municipal Income positions in Q2 2021 and 2 closed out, a net change of +2 holders.
  • The largest Nuveen Municipal Income buyer in Q2 2021 was Baird Financial Group, an estimated $1.24M added.
  • The largest Nuveen Municipal Income seller in Q2 2021 was Guggenheim Capital, an estimated $326K sold.

Based on aggregated 13F filings for Q2 2021.