We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio
NXP

35 hedge funds and large institutions have $19.8M invested in Nuveen Select Tax-Free Income Portfolio in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

4% more capital invested

Capital invested by funds: $19M → $19.8M (+$809K)

0.01% less ownership

Funds ownership: 8.52% → 8.51% (-0.01%)

13% less funds holding

Funds holding: 40 → 35 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$356K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$159K
3
UCFA
United Capital Financial Advisors
Texas
+$159K
4
Wells Fargo
Wells Fargo
California
+$156K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$99.7K

Top Sellers

Rank Fund Capital Flow
1
GLA
Great Lakes Advisors
Illinois
-$666K
2
LCM
Landscape Capital Management
New Jersey
-$197K
3
GC
Guggenheim Capital
Illinois
-$110K
4
Invesco
Invesco
Georgia
-$77.4K
5
TSW
Thompson Siegel & Walmsley
Virginia
-$42K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Concert Wealth Management
California
$147K – – –
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$28K – – –
WTC
28
WhitTier Trust Company
Nevada
$28K – – –
BFEC
29
Benjamin F. Edwards & Company
Missouri
$19K – – –
First Manhattan
30
First Manhattan
New York
$16K – – –
VIA
31
Vantage Investment Advisors
Pennsylvania
$14K – – –
Citigroup
32
Citigroup
New York
$9K -$4.99K -364 -36%
WEC
33
Winslow Evans & Crocker
Massachusetts
$4.22K – – –
FNBT
34
FineMark National Bank & Trust
Florida
$4K – – –
CTC
35
Central Trust Company
Missouri
$1K +$1.04K +76 New
GLA
36
Great Lakes Advisors
Illinois
– -$666K -49,381 Closed
LCM
37
Landscape Capital Management
New Jersey
– -$197K -14,595 Closed
GC
38
Guggenheim Capital
Illinois
– -$110K -8,183 Closed
TSW
39
Thompson Siegel & Walmsley
Virginia
– -$42K -3,100 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$11K -800 Closed
DIA
41
Davidson Investment Advisors
Montana
– -$6K -500 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$6K -447 Closed
1
2

NXP Hedge Fund Activity: Q2 2014 in Review

35 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2014, worth a combined $19.8M — up 4.3% from $19M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXP and 2 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, adding an estimated $356K. The largest seller was Great Lakes Advisors, exiting entirely with an estimated $666K sold.

  • 35 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2014, down from 40 in Q1 2014.
  • Funds reported $19.8M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2014, up 4.3% quarter-over-quarter.
  • 2 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2014 and 7 closed out, a net change of -5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2014 was LPL Financial, an estimated $356K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2014 was Great Lakes Advisors, an estimated $666K sold.

Based on aggregated 13F filings for Q2 2014.