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Nuveen Municipal Income

30 hedge funds and large institutions have $13.4M invested in Nuveen Municipal Income in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $12.4M → $13.4M (+$996K)

1.51% more ownership

Funds ownership: 13.86%15.37% (+1.5%)

3% less funds holding

Funds holding: 3130 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$6.06M +$1.53M +165,378 +31%
KFS
2
Kaizen Financial Strategies
California
$1.35M +$71.9K +7,763 +5%
WAM
3
Wolverine Asset Management
Illinois
$793K -$9.88K -1,067 -1%
LPL Financial
4
LPL Financial
California
$679K -$77.9K -8,407 -10%
RCM
5
Rivernorth Capital Management
Florida
$633K +$365K +39,425 +118%
WAM
6
Wakefield Asset Management
Colorado
$558K +$24K +2,591 +4%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$491K -$47.1K -5,084 -8%
Morgan Stanley
8
Morgan Stanley
New York
$478K +$8.33K +899 +2%
GC
9
Guggenheim Capital
Illinois
$392K +$201K +21,702 +93%
KAS
10
Kestra Advisory Services
Texas
$240K +$296 +32 +0.1%
FAG
11
Fortitude Advisory Group
Washington
$200K -$5.56K -600 -3%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$183K +$195K +21,046 New
WS
13
Wedbush Securities
California
$181K
OIA
14
OneDigital Investment Advisors
Kansas
$176K -$6.67K -720 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$139K +$343 +37 +0.2%
RIA
16
Realta Investment Advisors
Delaware
$131K
Ameriprise
17
Ameriprise
Minnesota
$127K -$1.35K -146 -1%
P
18
&Partners
Tennessee
$107K +$13.6K +1,473 +14%
LHC
19
Little House Capital
Massachusetts
$96K
Wells Fargo
20
Wells Fargo
California
$93K -$131K -14,111 -57%
DC
21
Davenport & Co
Virginia
$89K
UBS Group
22
UBS Group
Switzerland
$84K +$1.81K +195 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$70K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$23K -$18.2K -1,969 -42%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$17K +$18.5K +2,000 New

NMI Hedge Fund Activity: Q3 2022 in Review

30 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q3 2022, worth a combined $13.4M — up 8% from $12.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NMI and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 10 added.

The largest buyer was 1607 Capital Partners, adding an estimated $1.53M. The largest seller was Wells Fargo, cutting an estimated $131K.

  • 30 institutional investors held Nuveen Municipal Income (NMI) as of Q3 2022, down from 31 in Q2 2022.
  • Funds reported $13.4M of Nuveen Municipal Income stock for Q3 2022, up 8% quarter-over-quarter.
  • 3 funds opened new Nuveen Municipal Income positions in Q3 2022 and 4 closed out, a net change of -1 holder.
  • The largest Nuveen Municipal Income buyer in Q3 2022 was 1607 Capital Partners, an estimated $1.53M added.
  • The largest Nuveen Municipal Income seller in Q3 2022 was Wells Fargo, an estimated $131K sold.

Based on aggregated 13F filings for Q3 2022.