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Nuveen Municipal Income

24 hedge funds and large institutions have $16.5M invested in Nuveen Municipal Income in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $14.9M → $16.5M (+$1.52M)

0.53% more ownership

Funds ownership: 17.28%17.8% (+0.53%)

11% less funds holding

Funds holding: 2724 (-3)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$7.23M +$151K +17,254 +2%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.72M -$52.6K -6,001 -3%
GC
3
Guggenheim Capital
Illinois
$1.49M -$46.1K -5,268 -3%
Morgan Stanley
4
Morgan Stanley
New York
$1.36M +$797K +90,960 +160%
KFS
5
Kaizen Financial Strategies
California
$905K -$77.7K -8,874 -8%
LPL Financial
6
LPL Financial
California
$576K -$55.5K -6,335 -9%
WAM
7
Wolverine Asset Management
Illinois
$530K +$385K +43,897 +321%
RIL
8
Rothschild Investment LLC
Illinois
$460K +$438K +50,000 New
Wells Fargo
9
Wells Fargo
California
$288K +$89.9K +10,257 +49%
UBS Group
10
UBS Group
Switzerland
$251K +$76.7K +8,750 +47%
FAG
11
Fortitude Advisory Group
Washington
$248K +$20.3K +2,320 +9%
LCM
12
Landscape Capital Management
New Jersey
$240K +$228K +26,081 New
KAS
13
Kestra Advisory Services
Texas
$221K -$16.4K -1,867 -7%
WS
14
Wedbush Securities
California
$154K -$35.7K -4,070 -20%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$152K -$34.3K -3,918 -19%
LFAS
16
Level Four Advisory Services
Texas
$133K
First Trust Advisors
17
First Trust Advisors
Illinois
$131K -$66.2K -7,553 -35%
P
18
&Partners
Tennessee
$124K +$289 +33 +0.2%
CAM
19
Crestone Asset Management
Colorado
$97.7K
PTC
20
Private Trust Company
Ohio
$92K
Osaic Holdings
21
Osaic Holdings
Arizona
$35.3K -$75.1K -8,575 -69%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$12.4K
TIM
23
Tortoise Investment Management
New York
$9.2K
Bank of America
24
Bank of America
North Carolina
$2.76K
WAM
25
Wakefield Asset Management
Colorado
-$573K -66,556 Closed

NMI Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q4 2023, worth a combined $16.5M — up 10% from $14.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NMI and 2 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $797K. The largest seller was Wakefield Asset Management, exiting entirely with an estimated $573K sold.

  • 24 institutional investors held Nuveen Municipal Income (NMI) as of Q4 2023, down from 27 in Q3 2023.
  • Funds reported $16.5M of Nuveen Municipal Income stock for Q4 2023, up 10% quarter-over-quarter.
  • 2 funds opened new Nuveen Municipal Income positions in Q4 2023 and 5 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal Income buyer in Q4 2023 was Morgan Stanley, an estimated $797K added.
  • The largest Nuveen Municipal Income seller in Q4 2023 was Wakefield Asset Management, an estimated $573K sold.

Based on aggregated 13F filings for Q4 2023.