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Nuveen Municipal Income

29 hedge funds and large institutions have $9.55M invested in Nuveen Municipal Income in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

11% more capital invested

Capital invested by funds: $8.61M → $9.55M (+$942K)

2.09% more ownership

Funds ownership: 7.77%9.85% (+2.1%)

15% less funds holding

Funds holding: 3429 (-5)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
29
Holders Change
-5
Holders Change %
-14.71%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.3M +$2.44M +229,917 New
KFS
2
Kaizen Financial Strategies
California
$1.52M +$1.06M +99,839 +192%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$1.01M -$40.9K -3,858 -4%
LPL Financial
4
LPL Financial
California
$671K +$140K +13,223 +25%
Morgan Stanley
5
Morgan Stanley
New York
$645K -$64.7K -6,107 -9%
WAM
6
Wakefield Asset Management
Colorado
$601K +$49.8K +4,694 +8%
KAS
7
Kestra Advisory Services
Texas
$292K +$41.4K +3,905 +15%
FAG
8
Fortitude Advisory Group
Washington
$237K +$10.2K +961 +4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$219K +$232K +21,858 New
WAM
10
Wolverine Asset Management
Illinois
$216K +$230K +21,655 New
OIA
11
OneDigital Investment Advisors
Kansas
$209K +$1.63K +154 +0.7%
WS
12
Wedbush Securities
California
$209K +$31.3K +2,952 +17%
Wells Fargo
13
Wells Fargo
California
$185K +$42.2K +3,982 +27%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$160K +$223 +21 +0.1%
UBS Group
15
UBS Group
Switzerland
$159K -$184K -17,381 -52%
RIA
16
Realta Investment Advisors
Delaware
$151K
RJA
17
Raymond James & Associates
Florida
$113K +$350 +33 +0.3%
LHC
18
Little House Capital
Massachusetts
$110K
P
19
&Partners
Tennessee
$109K -$60.4K -5,693 -34%
MA
20
Mutual Advisors
Nebraska
$105K -$96.5K -9,100 -46%
DC
21
Davenport & Co
Virginia
$103K
Bank of America
22
Bank of America
North Carolina
$97K -$87.1K -8,218 -46%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$47K
Osaic Holdings
24
Osaic Holdings
Arizona
$35K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$15K

NMI Hedge Fund Activity: Q1 2022 in Review

29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q1 2022, worth a combined $9.55M — up 11% from $8.61M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NMI and 3 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $2.44M. The largest seller was Biltmore Family Office, exiting entirely with an estimated $827K sold.

  • 29 institutional investors held Nuveen Municipal Income (NMI) as of Q1 2022, down from 34 in Q4 2021.
  • Funds reported $9.55M of Nuveen Municipal Income stock for Q1 2022, up 11% quarter-over-quarter.
  • 3 funds opened new Nuveen Municipal Income positions in Q1 2022 and 7 closed out, a net change of -4 holders.
  • The largest Nuveen Municipal Income buyer in Q1 2022 was 1607 Capital Partners, an estimated $2.44M added.
  • The largest Nuveen Municipal Income seller in Q1 2022 was Biltmore Family Office, an estimated $827K sold.

Based on aggregated 13F filings for Q1 2022.