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Nuveen Municipal Income

27 hedge funds and large institutions have $16.5M invested in Nuveen Municipal Income in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

17% more funds holding

Funds holding: 2327 (+4)

5% more capital invested

Capital invested by funds: $15.7M → $16.5M (+$738K)

0.46% more ownership

Funds ownership: 16.94%17.4% (+0.46%)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$7.33M -$54.6K -5,746 -0.7%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.79M +$263K +27,659 +17%
GC
3
Guggenheim Capital
Illinois
$1.64M -$7.23K -761 -0.4%
KFS
4
Kaizen Financial Strategies
California
$1.23M -$36.6K -3,855 -3%
WAM
5
Wakefield Asset Management
Colorado
$723K +$46.1K +4,848 +7%
Morgan Stanley
6
Morgan Stanley
New York
$713K -$53.2K -5,599 -7%
LPL Financial
7
LPL Financial
California
$673K -$875 -92 -0.1%
KAS
8
Kestra Advisory Services
Texas
$244K +$342 +36 +0.1%
First Trust Advisors
9
First Trust Advisors
Illinois
$228K -$33.1K -3,485 -13%
FAG
10
Fortitude Advisory Group
Washington
$217K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$198K +$9.97K +1,049 +5%
WS
12
Wedbush Securities
California
$196K
RIG
13
Ramiah Investment Group
Wisconsin
$156K -$6.11K -643 -4%
UBS Group
14
UBS Group
Switzerland
$142K +$7.17K +754 +5%
RIA
15
Realta Investment Advisors
Delaware
$142K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$140K +$142K +14,890 New
Ameriprise
17
Ameriprise
Minnesota
$139K +$25.2K +2,650 +22%
LFAS
18
Level Four Advisory Services
Texas
$136K
P
19
&Partners
Tennessee
$126K +$17.4K +1,830 +16%
Wells Fargo
20
Wells Fargo
California
$101K +$86 +9 +0.1%
PTC
21
Private Trust Company
Ohio
$94.3K +$95.1K +10,000 New
Osaic Holdings
22
Osaic Holdings
Arizona
$85.1K +$9.74K +1,025 +13%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$12.7K
TIM
24
Tortoise Investment Management
New York
$9.43K
MTIC
25
Missouri Trust & Investment Company
Missouri
$9.43K +$9.51K +1,000 New

NMI Hedge Fund Activity: Q2 2023 in Review

27 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q2 2023, worth a combined $16.5M — up 4.7% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NMI positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $263K. The largest seller was 1607 Capital Partners, cutting an estimated $54.6K.

  • 27 institutional investors held Nuveen Municipal Income (NMI) as of Q2 2023, up from 23 in Q1 2023.
  • Funds reported $16.5M of Nuveen Municipal Income stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 4 funds opened new Nuveen Municipal Income positions in Q2 2023 and 0 closed out, a net change of +4 holders.
  • The largest Nuveen Municipal Income buyer in Q2 2023 was Hennion & Walsh Asset Management, an estimated $263K added.
  • The largest Nuveen Municipal Income seller in Q2 2023 was 1607 Capital Partners, an estimated $54.6K sold.

Based on aggregated 13F filings for Q2 2023.