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Nuveen Select Tax-Free Income Portfolio

44 hedge funds and large institutions have $20.9M invested in Nuveen Select Tax-Free Income Portfolio in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

7% more funds holding

Funds holding: 4144 (+3)

1.21% more ownership

Funds ownership: 7.87%9.09% (+1.2%)

4% more capital invested

Capital invested by funds: $20M → $20.9M (+$882K)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$174K +$179K +12,546 New
NFG
27
Nations Financial Group
Iowa
$171K +$413 +29 +0.2%
WAM
28
Weiss Asset Management
Massachusetts
$158K +$162K +11,386 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$152K +$155K +10,926 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$133K
WTC
31
WhitTier Trust Company
Nevada
$107K
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$83K +$85.4K +6,000 New
WTB
33
Washington Trust Bank
Washington
$62K +$63.9K +4,490 New
JCM
34
Jacobi Capital Management
Pennsylvania
$45K +$228 +16 +0.5%
NFG
35
Next Financial Group
Texas
$31K +$31.5K +2,215 New
OC
36
Oakworth Capital
Alabama
$30K
MFS
37
MSI Financial Services
Massachusetts
$21K
AG
38
Advisor Group
Arizona
$16K
BKA
39
Brick & Kyle Associates
Pennsylvania
$16K
IA
40
IFP Advisors
Florida
$15K
DADC
41
D.A. Davidson & Co
Montana
$14K
VIA
42
Vantage Investment Advisors
Pennsylvania
$14K
Creative Planning
43
Creative Planning
Kansas
$6K -$14K -984 -70%
WEC
44
Winslow Evans & Crocker
Massachusetts
$4.17K
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$1.53M -100,217 Closed
LCM
46
Laurion Capital Management
New York
-$378K -24,650 Closed
ASA
47
Armstrong Shaw Associates
Connecticut
-$306K -20,000 Closed
VKH
48
Virtu KCG Holdings
New York
-$285K -18,630 Closed
DA
49
Doliver Advisors
Texas
-$171K -11,154 Closed
CYG
50
Clean Yield Group
Vermont
-$35K -2,275 Closed

NXP Hedge Fund Activity: Q4 2016 in Review

44 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2016, worth a combined $20.9M — up 4.4% from $20M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NXP positions and 6 closed out — a net gain of 5 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.38M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.53M sold.

  • 44 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2016, up from 41 in Q3 2016.
  • Funds reported $20.9M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2016, up 4.4% quarter-over-quarter.
  • 11 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2016 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2016 was Morgan Stanley, an estimated $1.38M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2016 was Envestnet Asset Management, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2016.