Nuveen CA Select Tax-Free Income Portfolio
NXC was delisted on the 9th of January, 2026.
20 hedge funds and large institutions have $11.1M invested in Nuveen CA Select Tax-Free Income Portfolio in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
18% more funds holding
Funds holding: 17 → 20 (+3)
0.83% more ownership
Funds ownership: 12.07% → 12.91% (+0.83%)
0% more capital invested
Capital invested by funds: $11M → $11.1M (+$38.6K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$454K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$260K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$158K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$146K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$170K |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$156K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$84.8K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$84.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$68.4K |
NXC Hedge Fund Activity: Q1 2023 in Review
20 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q1 2023, worth a combined $11.1M — up 0.35% from $11M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NXC positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $454K. The largest seller was Morgan Stanley, cutting an estimated $170K.
- 20 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q1 2023, up from 17 in Q4 2022.
- Funds reported $11.1M of Nuveen CA Select Tax-Free Income Portfolio stock for Q1 2023, up 0.35% quarter-over-quarter.
- 5 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q1 2023 and 2 closed out, a net change of +3 holders.
- The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q1 2023 was Hennion & Walsh Asset Management, an estimated $454K added.
- The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q1 2023 was Morgan Stanley, an estimated $170K sold.
Based on aggregated 13F filings for Q1 2023.