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Nuveen Municipal Income

23 hedge funds and large institutions have $15.7M invested in Nuveen Municipal Income in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

0.12% less ownership

Funds ownership: 17.06%16.94% (-0.12%)

3% less capital invested

Capital invested by funds: $16.2M → $15.7M (-$410K)

18% less funds holding

Funds holding: 2823 (-5)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
23
Holders Change
-5
Holders Change %
-17.86%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$7.33M -$508K -53,520 -6%
GC
2
Guggenheim Capital
Illinois
$1.63M +$274K +28,911 +20%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.52M +$695K +73,214 +82%
KFS
4
Kaizen Financial Strategies
California
$1.26M -$72.2K -7,605 -5%
Morgan Stanley
5
Morgan Stanley
New York
$760K -$43.4K -4,570 -5%
WAM
6
Wakefield Asset Management
Colorado
$672K +$31.6K +3,328 +5%
LPL Financial
7
LPL Financial
California
$669K -$117K -12,288 -15%
First Trust Advisors
8
First Trust Advisors
Illinois
$259K +$59.6K +6,281 +29%
KAS
9
Kestra Advisory Services
Texas
$242K +$218 +23 +0.1%
FAG
10
Fortitude Advisory Group
Washington
$216K
WS
11
Wedbush Securities
California
$195K
RIG
12
Ramiah Investment Group
Wisconsin
$161K +$12.7K +1,334 +8%
RIA
13
Realta Investment Advisors
Delaware
$141K
LFAS
14
Level Four Advisory Services
Texas
$135K +$32.8K +3,450 +31%
UBS Group
15
UBS Group
Switzerland
$134K +$14.3K +1,501 +12%
Ameriprise
16
Ameriprise
Minnesota
$113K -$16.6K -1,750 -13%
P
17
&Partners
Tennessee
$108K +$133 +14 +0.1%
Wells Fargo
18
Wells Fargo
California
$99.8K -$5.02K -529 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$74.9K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$12.6K
TIM
21
Tortoise Investment Management
New York
$9.36K -$60.8K -6,400 -86%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$186 +$7.99K +842 +4%
LWA
23
Lowe Wealth Advisors
Maryland
$66
WP
24
Woodline Partners
California
-$312K -33,228 Closed
EE
25
EWG Elevate
California
-$72.1K -7,670 Closed

NMI Hedge Fund Activity: Q1 2023 in Review

23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q1 2023, worth a combined $15.7M — down 2.5% from $16.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NMI and 0 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $695K. The largest seller was 1607 Capital Partners, cutting an estimated $508K.

  • 23 institutional investors held Nuveen Municipal Income (NMI) as of Q1 2023, down from 28 in Q4 2022.
  • Funds reported $15.7M of Nuveen Municipal Income stock for Q1 2023, down 2.5% quarter-over-quarter.
  • 0 funds opened new Nuveen Municipal Income positions in Q1 2023 and 5 closed out, a net change of -5 holders.
  • The largest Nuveen Municipal Income buyer in Q1 2023 was Hennion & Walsh Asset Management, an estimated $695K added.
  • The largest Nuveen Municipal Income seller in Q1 2023 was 1607 Capital Partners, an estimated $508K sold.

Based on aggregated 13F filings for Q1 2023.