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Nuveen Municipal Income

21 hedge funds and large institutions have $13.3M invested in Nuveen Municipal Income in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $13.1M → $13.3M (+$183K)

0.32% less ownership

Funds ownership: 13.83%13.51% (-0.32%)

13% less funds holding

Funds holding: 2421 (-3)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$4.9M -$240K -25,614 -5%
GC
2
Guggenheim Capital
Illinois
$1.89M +$297K +31,679 +20%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.51M -$292K -31,189 -17%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.37M +$1.3M +139,272 New
Morgan Stanley
5
Morgan Stanley
New York
$640K +$144K +15,415 +31%
LPL Financial
6
LPL Financial
California
$575K -$33.4K -3,566 -6%
RIL
7
Rothschild Investment LLC
Illinois
$490K
UBS Group
8
UBS Group
Switzerland
$332K +$65.1K +6,958 +26%
FAG
9
Fortitude Advisory Group
Washington
$264K
KAS
10
Kestra Advisory Services
Texas
$256K +$449 +48 +0.2%
Wells Fargo
11
Wells Fargo
California
$191K -$45.2K -4,830 -20%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$173K +$8.7K +929 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$146K -$10.3K -1,098 -7%
P
14
&Partners
Tennessee
$123K -$8.55K -913 -7%
OIA
15
OneDigital Investment Advisors
Kansas
$121K +$992 +106 +0.9%
WS
16
Wedbush Securities
California
$114K -$4.21K -450 -4%
Ameriprise
17
Ameriprise
Minnesota
$101K
PTC
18
Private Trust Company
Ohio
$98K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$13.2K
TIM
20
Tortoise Investment Management
New York
$9.8K
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$3.91K
KFS
22
Kaizen Financial Strategies
California
-$712K -75,395 Closed
WAM
23
Wolverine Asset Management
Illinois
-$413K -43,651 Closed
LCM
24
Landscape Capital Management
New Jersey
-$240K -25,405 Closed
LFAS
25
Level Four Advisory Services
Texas
-$133K -14,450 Closed

NMI Hedge Fund Activity: Q2 2024 in Review

21 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q2 2024, worth a combined $13.3M — up 1.4% from $13.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NMI and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Jones Financial Companies, opening a new position worth an estimated $1.3M. The largest seller was Kaizen Financial Strategies, exiting entirely with an estimated $712K sold.

  • 21 institutional investors held Nuveen Municipal Income (NMI) as of Q2 2024, down from 24 in Q1 2024.
  • Funds reported $13.3M of Nuveen Municipal Income stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 1 fund opened new Nuveen Municipal Income positions in Q2 2024 and 4 closed out, a net change of -3 holders.
  • The largest Nuveen Municipal Income buyer in Q2 2024 was Jones Financial Companies, an estimated $1.3M added.
  • The largest Nuveen Municipal Income seller in Q2 2024 was Kaizen Financial Strategies, an estimated $712K sold.

Based on aggregated 13F filings for Q2 2024.