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Nuveen Municipal Income

22 hedge funds and large institutions have $11.9M invested in Nuveen Municipal Income in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 2122 (+1)

1.7% less ownership

Funds ownership: 13.51%11.8% (-1.7%)

11% less capital invested

Capital invested by funds: $13.3M → $11.9M (-$1.41M)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.41M -$2.61M -259,008 -52%
GC
2
Guggenheim Capital
Illinois
$2.18M +$251K +24,922 +13%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.5M +$112K +11,117 +8%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.49M -$60.8K -6,037 -4%
Morgan Stanley
5
Morgan Stanley
New York
$688K +$32.3K +3,205 +5%
LPL Financial
6
LPL Financial
California
$623K +$33.6K +3,335 +6%
RIL
7
Rothschild Investment LLC
Illinois
$502K
UBS Group
8
UBS Group
Switzerland
$293K -$46.6K -4,626 -14%
KAS
9
Kestra Advisory Services
Texas
$287K +$24.2K +2,404 +9%
FAG
10
Fortitude Advisory Group
Washington
$270K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$252K +$75K +7,443 +42%
OIA
12
OneDigital Investment Advisors
Kansas
$223K +$100K +9,925 +81%
Wells Fargo
13
Wells Fargo
California
$195K +$312 +31 +0.2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$172K +$172K +17,083 New
Osaic Holdings
15
Osaic Holdings
Arizona
$171K +$22.4K +2,223 +15%
FWM
16
Fairhaven Wealth Management
Illinois
$158K +$159K +15,750 New
Ameriprise
17
Ameriprise
Minnesota
$135K +$31.8K +3,156 +31%
WS
18
Wedbush Securities
California
$117K
P
19
&Partners
Tennessee
$116K -$10.3K -1,025 -8%
PTC
20
Private Trust Company
Ohio
$100K
Bank of America
21
Bank of America
North Carolina
$10K +$10.1K +1,000 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$6.78K -$6.8K -675 -50%
TIM
23
Tortoise Investment Management
New York
-$9.8K -1,000 Closed
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
-$3.91K -396 Closed

NMI Hedge Fund Activity: Q3 2024 in Review

22 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q3 2024, worth a combined $11.9M — down 11% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NMI positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $251K. The largest seller was 1607 Capital Partners, cutting an estimated $2.61M.

  • 22 institutional investors held Nuveen Municipal Income (NMI) as of Q3 2024, up from 21 in Q2 2024.
  • Funds reported $11.9M of Nuveen Municipal Income stock for Q3 2024, down 11% quarter-over-quarter.
  • 3 funds opened new Nuveen Municipal Income positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal Income buyer in Q3 2024 was Guggenheim Capital, an estimated $251K added.
  • The largest Nuveen Municipal Income seller in Q3 2024 was 1607 Capital Partners, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2024.