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Nuveen Municipal Income

27 hedge funds and large institutions have $14.9M invested in Nuveen Municipal Income in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.12% less ownership

Funds ownership: 17.4%17.28% (-0.12%)

9% less capital invested

Capital invested by funds: $16.5M → $14.9M (-$1.54M)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$6.61M -$86.3K -9,306 -1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.66M +$34.3K +3,697 +2%
GC
3
Guggenheim Capital
Illinois
$1.43M -$65.3K -7,049 -4%
KFS
4
Kaizen Financial Strategies
California
$922K -$219K -23,612 -18%
LPL Financial
5
LPL Financial
California
$593K -$22.1K -2,387 -3%
WAM
6
Wakefield Asset Management
Colorado
$573K -$93.9K -10,129 -13%
Morgan Stanley
7
Morgan Stanley
New York
$489K -$173K -18,683 -25%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$291K +$176K +18,987 +128%
KAS
9
Kestra Advisory Services
Texas
$223K +$352 +38 +0.1%
FAG
10
Fortitude Advisory Group
Washington
$212K +$14.3K +1,543 +7%
First Trust Advisors
11
First Trust Advisors
Illinois
$188K -$22.1K -2,380 -10%
Wells Fargo
12
Wells Fargo
California
$181K +$96.1K +10,363 +97%
WS
13
Wedbush Securities
California
$179K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$176K -$4.96K -535 -3%
UBS Group
15
UBS Group
Switzerland
$159K +$32.3K +3,480 +23%
RIA
16
Realta Investment Advisors
Delaware
$142K
Ameriprise
17
Ameriprise
Minnesota
$127K
LFAS
18
Level Four Advisory Services
Texas
$124K
RIG
19
Ramiah Investment Group
Wisconsin
$120K -$23.3K -2,515 -15%
WAM
20
Wolverine Asset Management
Illinois
$118K +$127K +13,676 New
P
21
&Partners
Tennessee
$115K +$204 +22 +0.2%
Osaic Holdings
22
Osaic Holdings
Arizona
$107K +$31.4K +3,391 +38%
CAM
23
Crestone Asset Management
Colorado
$91.3K +$98.4K +10,621 New
PTC
24
Private Trust Company
Ohio
$86K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$11.6K

NMI Hedge Fund Activity: Q3 2023 in Review

27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q3 2023, worth a combined $14.9M — down 9.3% from $16.5M a quarter earlier.

Fund positioning in NMI was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $176K. The largest seller was Kaizen Financial Strategies, cutting an estimated $219K.

  • 27 institutional investors held Nuveen Municipal Income (NMI) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $14.9M of Nuveen Municipal Income stock for Q3 2023, down 9.3% quarter-over-quarter.
  • 3 funds opened new Nuveen Municipal Income positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal Income buyer in Q3 2023 was Susquehanna International Group, an estimated $176K added.
  • The largest Nuveen Municipal Income seller in Q3 2023 was Kaizen Financial Strategies, an estimated $219K sold.

Based on aggregated 13F filings for Q3 2023.