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Nuveen Municipal Income

34 hedge funds and large institutions have $8.61M invested in Nuveen Municipal Income in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

24% more capital invested

Capital invested by funds: $6.93M → $8.61M (+$1.68M)

10% more funds holding

Funds holding: 3134 (+3)

1.8% more ownership

Funds ownership: 5.97%7.77% (+1.8%)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
6
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
$1.21M -$14.3K -1,217 -1%
BFO
2
Biltmore Family Office
North Carolina
$827K +$846K +72,203 New
Morgan Stanley
3
Morgan Stanley
New York
$808K +$249K +21,202 +43%
WAM
4
Wakefield Asset Management
Colorado
$634K +$62.9K +5,370 +11%
LPL Financial
5
LPL Financial
California
$616K +$4.29K +366 +0.7%
KFS
6
Kaizen Financial Strategies
California
$597K +$611K +52,090 New
UBS Group
7
UBS Group
Switzerland
$381K +$12.6K +1,073 +3%
KAS
8
Kestra Advisory Services
Texas
$289K -$14.1K -1,204 -5%
FAG
9
Fortitude Advisory Group
Washington
$260K +$266K +22,696 New
OIA
10
OneDigital Investment Advisors
Kansas
$237K +$1.71K +146 +0.7%
GC
11
Guggenheim Capital
Illinois
$236K -$28.1K -2,395 -10%
SPIA
12
Steward Partners Investment Advisory
New York
$236K
MA
13
Mutual Advisors
Nebraska
$224K +$23.7K +2,018 +11%
Bank of America
14
Bank of America
North Carolina
$205K -$87.1K -7,429 -29%
WS
15
Wedbush Securities
California
$205K -$9.32K -795 -4%
P
16
&Partners
Tennessee
$190K +$141 +12 +0.1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$183K +$457 +39 +0.2%
RIA
18
Realta Investment Advisors
Delaware
$172K
Wells Fargo
19
Wells Fargo
California
$166K +$17.1K +1,461 +11%
NRI
20
NFP Retirement Inc
California
$148K +$1.08K +92 +0.7%
RJA
21
Raymond James & Associates
Florida
$129K +$5.12K +437 +4%
LHC
22
Little House Capital
Massachusetts
$126K
Ameriprise
23
Ameriprise
Minnesota
$122K +$125K +10,676 New
DC
24
Davenport & Co
Virginia
$118K
HI
25
Harbour Investments
Wisconsin
$57K

NMI Hedge Fund Activity: Q4 2021 in Review

34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q4 2021, worth a combined $8.61M — up 24% from $6.93M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NMI positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Biltmore Family Office, opening a new position worth an estimated $846K. The largest seller was Bank of America, cutting an estimated $87.1K.

  • 34 institutional investors held Nuveen Municipal Income (NMI) as of Q4 2021, up from 31 in Q3 2021.
  • Funds reported $8.61M of Nuveen Municipal Income stock for Q4 2021, up 24% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal Income positions in Q4 2021 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Municipal Income buyer in Q4 2021 was Biltmore Family Office, an estimated $846K added.
  • The largest Nuveen Municipal Income seller in Q4 2021 was Bank of America, an estimated $87.1K sold.

Based on aggregated 13F filings for Q4 2021.