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Nuveen Municipal Income

26 hedge funds and large institutions have $11.2M invested in Nuveen Municipal Income in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

18% more funds holding

Funds holding: 2226 (+4)

0.01% more ownership

Funds ownership: 11.8%11.81% (+0.01%)

6% less capital invested

Capital invested by funds: $11.9M → $11.2M (-$738K)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.71M +$463K +47,914 +20%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$1.81M +$405K +41,907 +28%
GC
3
Guggenheim Capital
Illinois
$1.22M -$847K -87,556 -40%
WAM
4
Wolverine Asset Management
Illinois
$775K +$796K +82,338 New
Morgan Stanley
5
Morgan Stanley
New York
$744K +$103K +10,599 +15%
LPL Financial
6
LPL Financial
California
$520K -$65.4K -6,762 -11%
RIL
7
Rothschild Investment LLC
Illinois
$471K
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$449K -$972K -100,521 -68%
UBS Group
9
UBS Group
Switzerland
$440K +$170K +17,537 +60%
FAG
10
Fortitude Advisory Group
Washington
$253K
KAS
11
Kestra Advisory Services
Texas
$230K -$40K -4,137 -14%
OIA
12
OneDigital Investment Advisors
Kansas
$212K +$2.89K +299 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$176K +$16.3K +1,680 +10%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$173K +$12.5K +1,296 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$155K -$83.2K -8,601 -34%
Wells Fargo
16
Wells Fargo
California
$153K -$31.4K -3,244 -17%
Ameriprise
17
Ameriprise
Minnesota
$115K -$11.8K -1,219 -9%
P
18
&Partners
Tennessee
$110K +$1.22K +126 +1%
WS
19
Wedbush Securities
California
$109K
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$109K +$113K +11,636 New
PTC
21
Private Trust Company
Ohio
$94.1K
WA
22
WESPAC Advisors
California
$94.1K +$96.7K +10,000 New
SPF
23
South Plains Financial
Texas
$36.2K +$37.2K +3,845 New
FDW
24
Fourth Dimension Wealth
Ohio
$4.36K +$4.48K +463 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$3.17K -$3.27K -338 -50%

NMI Hedge Fund Activity: Q4 2024 in Review

26 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q4 2024, worth a combined $11.2M — down 6.2% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NMI positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $796K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $972K.

  • 26 institutional investors held Nuveen Municipal Income (NMI) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $11.2M of Nuveen Municipal Income stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 5 funds opened new Nuveen Municipal Income positions in Q4 2024 and 1 closed out, a net change of +4 holders.
  • The largest Nuveen Municipal Income buyer in Q4 2024 was Wolverine Asset Management, an estimated $796K added.
  • The largest Nuveen Municipal Income seller in Q4 2024 was Hennion & Walsh Asset Management, an estimated $972K sold.

Based on aggregated 13F filings for Q4 2024.