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Nuveen Select Tax-Free Income Portfolio

41 hedge funds and large institutions have $20M invested in Nuveen Select Tax-Free Income Portfolio in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

5% more funds holding

Funds holding: 3941 (+2)

0.43% less ownership

Funds ownership: 8.3%7.87% (-0.43%)

6% less capital invested

Capital invested by funds: $21.3M → $20M (-$1.25M)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nations Financial Group
Iowa
$188K +$296 +19 +0.2%
DA
27
Doliver Advisors
Texas
$171K +$174K +11,154 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$146K +$1.56K +100 +1%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$139K +$31 +2 +0%
WTC
30
WhitTier Trust Company
Nevada
$118K
AF
31
Allworth Financial
California
$77K
JCM
32
Jacobi Capital Management
Pennsylvania
$48K +$234 +15 +0.5%
CYG
33
Clean Yield Group
Vermont
$35K +$35.5K +2,275 New
OC
34
Oakworth Capital
Alabama
$33K
MFS
35
MSI Financial Services
Massachusetts
$24K -$18.8K -1,203 -44%
Creative Planning
36
Creative Planning
Kansas
$22K +$6.82K +437 +45%
BKA
37
Brick & Kyle Associates
Pennsylvania
$18K
AG
38
Advisor Group
Arizona
$17K
IA
39
IFP Advisors
Florida
$16K
DADC
40
D.A. Davidson & Co
Montana
$16K +$16.4K +1,050 New
VIA
41
Vantage Investment Advisors
Pennsylvania
$15K
WEC
42
Winslow Evans & Crocker
Massachusetts
$4.6K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
-$1.04M -66,880 Closed
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
-$752K -48,465 Closed
Northern Trust
45
Northern Trust
Illinois
-$2K -10,000 Closed

NXP Hedge Fund Activity: Q3 2016 in Review

41 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2016, worth a combined $20M — down 5.8% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXP positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $385K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.04M sold.

  • 41 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2016, up from 39 in Q2 2016.
  • Funds reported $20M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2016, down 5.8% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2016 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2016 was Laurion Capital Management, an estimated $385K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2016 was Cambridge Investment Research Advisors, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2016.