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Nuveen Municipal Income

28 hedge funds and large institutions have $16.2M invested in Nuveen Municipal Income in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

20% more capital invested

Capital invested by funds: $13.4M → $16.2M (+$2.73M)

1.69% more ownership

Funds ownership: 15.37%17.06% (+1.7%)

7% less funds holding

Funds holding: 3028 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
4
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$7.87M +$1.25M +139,770 +20%
KFS
2
Kaizen Financial Strategies
California
$1.38M -$118K -13,269 -9%
GC
3
Guggenheim Capital
Illinois
$1.37M +$897K +100,558 +223%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$835K +$605K +67,834 +322%
Morgan Stanley
5
Morgan Stanley
New York
$806K +$274K +30,760 +56%
LPL Financial
6
LPL Financial
California
$787K +$49.9K +5,591 +7%
WAM
7
Wakefield Asset Management
Colorado
$644K +$38.6K +4,328 +7%
WP
8
Woodline Partners
California
$312K +$296K +33,228 New
KAS
9
Kestra Advisory Services
Texas
$243K -$15.5K -1,735 -6%
FAG
10
Fortitude Advisory Group
Washington
$217K
First Trust Advisors
11
First Trust Advisors
Illinois
$201K +$191K +21,408 New
WS
12
Wedbush Securities
California
$196K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$179K +$27.3K +3,056 +19%
RIG
14
Ramiah Investment Group
Wisconsin
$149K +$141K +15,820 New
RIA
15
Realta Investment Advisors
Delaware
$141K
Ameriprise
16
Ameriprise
Minnesota
$130K -$6.77K -759 -5%
UBS Group
17
UBS Group
Switzerland
$120K +$27.7K +3,100 +32%
P
18
&Partners
Tennessee
$108K -$7.23K -811 -7%
Wells Fargo
19
Wells Fargo
California
$105K +$4.93K +553 +5%
LFAS
20
Level Four Advisory Services
Texas
$103K +$98.1K +11,000 New
Osaic Holdings
21
Osaic Holdings
Arizona
$75K
EE
22
EWG Elevate
California
$72.1K +$68.4K +7,670 New
TIM
23
Tortoise Investment Management
New York
$69.6K +$56.6K +6,350 +605%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$18K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$12.7K +$12K +1,350 New

NMI Hedge Fund Activity: Q4 2022 in Review

28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q4 2022, worth a combined $16.2M — up 20% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NMI and 7 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 10 added.

The largest buyer was 1607 Capital Partners, adding an estimated $1.25M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $793K sold.

  • 28 institutional investors held Nuveen Municipal Income (NMI) as of Q4 2022, down from 30 in Q3 2022.
  • Funds reported $16.2M of Nuveen Municipal Income stock for Q4 2022, up 20% quarter-over-quarter.
  • 7 funds opened new Nuveen Municipal Income positions in Q4 2022 and 9 closed out, a net change of -2 holders.
  • The largest Nuveen Municipal Income buyer in Q4 2022 was 1607 Capital Partners, an estimated $1.25M added.
  • The largest Nuveen Municipal Income seller in Q4 2022 was Wolverine Asset Management, an estimated $793K sold.

Based on aggregated 13F filings for Q4 2022.