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Nuveen Municipal Income

24 hedge funds and large institutions have $13.1M invested in Nuveen Municipal Income in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3.98% less ownership

Funds ownership: 17.8%13.83% (-4%)

20% less capital invested

Capital invested by funds: $16.5M → $13.1M (-$3.33M)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$4.96M -$2.42M -260,584 -33%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.75M -$18.8K -2,019 -1%
GC
3
Guggenheim Capital
Illinois
$1.52M -$9.56K -1,028 -0.6%
KFS
4
Kaizen Financial Strategies
California
$712K -$213K -22,925 -23%
LPL Financial
5
LPL Financial
California
$588K -$3.94K -423 -0.7%
RIL
6
Rothschild Investment LLC
Illinois
$473K
Morgan Stanley
7
Morgan Stanley
New York
$471K -$912K -98,009 -66%
WAM
8
Wolverine Asset Management
Illinois
$413K -$130K -13,922 -24%
FAG
9
Fortitude Advisory Group
Washington
$254K
UBS Group
10
UBS Group
Switzerland
$254K -$3.69K -397 -1%
KAS
11
Kestra Advisory Services
Texas
$247K +$18.8K +2,022 +8%
LCM
12
Landscape Capital Management
New Jersey
$240K -$6.29K -676 -3%
Wells Fargo
13
Wells Fargo
California
$229K -$65.4K -7,033 -22%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$158K +$1.5K +161 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$151K +$113K +12,097 +315%
LFAS
16
Level Four Advisory Services
Texas
$133K
P
17
&Partners
Tennessee
$127K +$158 +17 +0.1%
OIA
18
OneDigital Investment Advisors
Kansas
$115K +$114K +12,219 New
WS
19
Wedbush Securities
California
$114K -$43.6K -4,687 -28%
Ameriprise
20
Ameriprise
Minnesota
$97.3K +$95.8K +10,301 New
PTC
21
Private Trust Company
Ohio
$94.5K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$12.8K
TIM
23
Tortoise Investment Management
New York
$9.45K
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$3.71K +$3.68K +396 New
First Trust Advisors
25
First Trust Advisors
Illinois
-$131K -14,271 Closed

NMI Hedge Fund Activity: Q1 2024 in Review

24 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q1 2024, worth a combined $13.1M — down 20% from $16.5M a quarter earlier.

Fund positioning in NMI was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 11 trimmed.

The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $114K. The largest seller was 1607 Capital Partners, cutting an estimated $2.42M.

  • 24 institutional investors held Nuveen Municipal Income (NMI) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $13.1M of Nuveen Municipal Income stock for Q1 2024, down 20% quarter-over-quarter.
  • 3 funds opened new Nuveen Municipal Income positions in Q1 2024 and 3 closed out, a net change of 0 holders.
  • The largest Nuveen Municipal Income buyer in Q1 2024 was OneDigital Investment Advisors, an estimated $114K added.
  • The largest Nuveen Municipal Income seller in Q1 2024 was 1607 Capital Partners, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2024.