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Nuveen Select Tax-Free Income Portfolio

40 hedge funds and large institutions have $21.3M invested in Nuveen Select Tax-Free Income Portfolio in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

8% more funds holding

Funds holding: 3740 (+3)

6% more capital invested

Capital invested by funds: $20.2M → $21.3M (+$1.11M)

0.25% less ownership

Funds ownership: 8.2%7.95% (-0.25%)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change

NXP Hedge Fund Activity: Q1 2015 in Review

40 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2015, worth a combined $21.3M — up 5.5% from $20.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXP positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $461K. The largest seller was Morgan Stanley, cutting an estimated $1.05M.

  • 40 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2015, up from 37 in Q4 2014.
  • Funds reported $21.3M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2015, up 5.5% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2015 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2015 was LPL Financial, an estimated $461K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2015 was Morgan Stanley, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2015.