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Nuveen Select Tax-Free Income Portfolio

42 hedge funds and large institutions have $18.1M invested in Nuveen Select Tax-Free Income Portfolio in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4042 (+2)

0.07% more ownership

Funds ownership: 7.95%8.02% (+0.07%)

15% less capital invested

Capital invested by funds: $21.3M → $18.1M (-$3.17M)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$168K +$24.4K +1,743 +16%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$160K +$39.4K +2,814 +31%
DA
28
Doliver Advisors
Texas
$158K +$163K +11,627 New
WAM
29
Wolverine Asset Management
Illinois
$154K +$159K +11,383 New
WTC
30
WhitTier Trust Company
Nevada
$132K +$108K +7,698 +385%
AF
31
Allworth Financial
California
$68K
Citigroup
32
Citigroup
New York
$30K +$31K +2,214 New
OC
33
Oakworth Capital
Alabama
$29K +$30.5K +2,175 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$19K
BKA
35
Brick & Kyle Associates
Pennsylvania
$16K
AIG
36
American International Group
New York
$15.3K +$15.8K +1,125 New
VIA
37
Vantage Investment Advisors
Pennsylvania
$14K -$14K -1,000 -50%
TRCT
38
Tower Research Capital (TRC)
New York
$13K -$322 -23 -2%
MFS
39
MSI Financial Services
Massachusetts
$9K +$98 +7 +1%
CTC
40
Central Trust Company
Missouri
$8K +$8.34K +595 New
WEC
41
Winslow Evans & Crocker
Massachusetts
$4.07K
FNBT
42
FineMark National Bank & Trust
Florida
$4K
ST
43
Smithfield Trust
Pennsylvania
$1K +$686 +49 New
Goldman Sachs
44
Goldman Sachs
New York
-$592K -40,765 Closed
ACM
45
Anandar Capital Management
New York
-$2.51M -25,000 Closed
OA
46
Oxbow Advisors
Texas
-$290K -19,957 Closed
RJA
47
Raymond James & Associates
Florida
-$219K -15,085 Closed
HNB
48
Huntington National Bank
Ohio
-$8K -535 Closed

NXP Hedge Fund Activity: Q2 2015 in Review

42 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2015, worth a combined $18.1M — down 15% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NXP positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $518K. The largest seller was Anandar Capital Management, exiting entirely with an estimated $2.51M sold.

  • 42 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2015, up from 40 in Q1 2015.
  • Funds reported $18.1M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2015, down 15% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2015 and 6 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2015 was Landscape Capital Management, an estimated $518K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2015 was Anandar Capital Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2015.