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Nuveen Select Tax-Free Income Portfolio

39 hedge funds and large institutions have $21.3M invested in Nuveen Select Tax-Free Income Portfolio in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

0.62% less ownership

Funds ownership: 8.93%8.3% (-0.62%)

3% less capital invested

Capital invested by funds: $22M → $21.3M (-$668K)

7% less funds holding

Funds holding: 4239 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$183K +$178K +11,818 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$148K
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$141K +$64.1K +4,251 +88%
WTC
29
WhitTier Trust Company
Nevada
$119K
AF
30
Allworth Financial
California
$78K
JCM
31
Jacobi Capital Management
Pennsylvania
$49K +$47.4K +3,147 New
MFS
32
MSI Financial Services
Massachusetts
$43K -$254K -16,848 -86%
OC
33
Oakworth Capital
Alabama
$33K
BKA
34
Brick & Kyle Associates
Pennsylvania
$18K
IA
35
IFP Advisors
Florida
$17K +$16.1K +1,065 New
AG
36
Advisor Group
Arizona
$17K +$17K +1,125 New
VIA
37
Vantage Investment Advisors
Pennsylvania
$16K
Creative Planning
38
Creative Planning
Kansas
$15K +$136 +9 +0.9%
WEC
39
Winslow Evans & Crocker
Massachusetts
$4.65K
Northern Trust
40
Northern Trust
Illinois
$2K -$3.1K -206 -2%
LCM
41
Landscape Capital Management
New Jersey
-$372K -24,988 Closed
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
-$298K -20,000 Closed
Invesco
43
Invesco
Georgia
-$193K -12,972 Closed
MFT
44
Moisand Fitzgerald Tamayo
Florida
-$55K -3,670 Closed
Deutsche Bank
45
Deutsche Bank
Germany
-$29K -2,000 Closed
AIG
46
American International Group
New York
-$17K -1,125 Closed
BFEC
47
Benjamin F. Edwards & Company
Missouri
-$10K -700 Closed
FNBT
48
FineMark National Bank & Trust
Florida
-$4K -267 Closed
TRCT
49
Tower Research Capital (TRC)
New York
-$1K -56 Closed

NXP Hedge Fund Activity: Q2 2016 in Review

39 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2016, worth a combined $21.3M — down 3% from $22M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NXP and 6 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.01M. The largest seller was LPL Financial, cutting an estimated $1.74M.

  • 39 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2016, down from 42 in Q1 2016.
  • Funds reported $21.3M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2016, down 3% quarter-over-quarter.
  • 6 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2016 and 9 closed out, a net change of -3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2016 was Cambridge Investment Research Advisors, an estimated $1.01M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2016 was LPL Financial, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2016.