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Nuveen Municipal Income

31 hedge funds and large institutions have $6.93M invested in Nuveen Municipal Income in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.99% less ownership

Funds ownership: 6.96%5.97% (-0.99%)

13% less capital invested

Capital invested by funds: $7.97M → $6.93M (-$1.04M)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
1
Baird Financial Group
Wisconsin
$1.28M -$2.35K -198 -0.2%
LPL Financial
2
LPL Financial
California
$641K +$20.6K +1,732 +3%
WAM
3
Wakefield Asset Management
Colorado
$600K +$2.01K +169 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$592K -$141K -11,879 -19%
UBS Group
5
UBS Group
Switzerland
$386K +$8.41K +708 +2%
KAS
6
Kestra Advisory Services
Texas
$317K +$102K +8,558 +48%
Bank of America
7
Bank of America
North Carolina
$303K +$75.5K +6,354 +34%
GC
8
Guggenheim Capital
Illinois
$275K -$856 -72 -0.3%
SPIA
9
Steward Partners Investment Advisory
New York
$247K
OIA
10
OneDigital Investment Advisors
Kansas
$246K +$1.89K +159 +0.8%
WS
11
Wedbush Securities
California
$224K
MA
12
Mutual Advisors
Nebraska
$211K +$78.4K +6,596 +60%
P
13
&Partners
Tennessee
$199K +$119 +10 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$191K +$392 +33 +0.2%
RIA
15
Realta Investment Advisors
Delaware
$180K
Wells Fargo
16
Wells Fargo
California
$156K -$29.4K -2,477 -16%
NRI
17
NFP Retirement Inc
California
$154K +$1.16K +98 +0.8%
LHC
18
Little House Capital
Massachusetts
$132K
RJA
19
Raymond James & Associates
Florida
$130K +$6.57K +553 +5%
DC
20
Davenport & Co
Virginia
$123K
HI
21
Harbour Investments
Wisconsin
$60K
US Bancorp
22
US Bancorp
Minnesota
$60K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$56K
JCM
24
Jacobi Capital Management
Pennsylvania
$56K +$238 +20 +0.4%
Osaic Holdings
25
Osaic Holdings
Arizona
$51K -$67.7K -5,700 -57%

NMI Hedge Fund Activity: Q3 2021 in Review

31 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q3 2021, worth a combined $6.93M — down 13% from $7.97M a quarter earlier.

Fund positioning in NMI was balanced in Q3 2021: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 5 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $102K. The largest seller was Biltmore Family Office, exiting entirely with an estimated $815K sold.

  • 31 institutional investors held Nuveen Municipal Income (NMI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $6.93M of Nuveen Municipal Income stock for Q3 2021, down 13% quarter-over-quarter.
  • 3 funds opened new Nuveen Municipal Income positions in Q3 2021 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal Income buyer in Q3 2021 was Kestra Advisory Services, an estimated $102K added.
  • The largest Nuveen Municipal Income seller in Q3 2021 was Biltmore Family Office, an estimated $815K sold.

Based on aggregated 13F filings for Q3 2021.