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Nuveen Select Tax-Free Income Portfolio
NXP

49 hedge funds and large institutions have $24.1M invested in Nuveen Select Tax-Free Income Portfolio in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $20.9M → $24.1M (+$3.2M)

11% more funds holding

Funds holding: 44 → 49 (+5)

1.29% more ownership

Funds ownership: 9.09% → 10.38% (+1.3%)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Scharf Investments
California
+$1.16M
2
AFS
Access Financial Services
Minnesota
+$728K
3
FIMG
Financial & Investment Management Group
Michigan
+$547K
4
LCM
Landscape Capital Management
New Jersey
+$372K
5
LCM
Laurion Capital Management
New York
+$322K

Top Sellers

1
CRC
Curi RMB Capital
Illinois
-$232K
2
WAM
Weiss Asset Management
Massachusetts
-$158K
3
Bank of America
Bank of America
North Carolina
-$104K
4
LPL Financial
LPL Financial
California
-$100K
5
UBS Group
UBS Group
Switzerland
-$94.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
SII Investments
Wisconsin
$203K – – –
FFEC
27
First Financial Equity Corporation
Arizona
$203K +$203K +14,507 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$199K +$45.5K +3,246 +30%
GLA
29
Great Lakes Advisors
Illinois
$176K – – –
NFG
30
Nations Financial Group
Iowa
$173K +$196 +14 +0.1%
FEG
31
Financial Enhancement Group
Indiana
$161K -$15K -1,070 -9%
DA
32
Doliver Advisors
Texas
$155K +$155K +11,025 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$135K – – –
WTC
34
WhitTier Trust Company
Nevada
$108K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$84K – – –
WTB
36
Washington Trust Bank
Washington
$63K – – –
JCM
37
Jacobi Capital Management
Pennsylvania
$45K +$224 +16 +0.5%
NFG
38
Next Financial Group
Texas
$32K – – –
CYG
39
Clean Yield Group
Vermont
$32K +$31.9K +2,275 New
OC
40
Oakworth Capital
Alabama
$31K – – –
AG
41
Advisor Group
Arizona
$16K – – –
BKA
42
Brick & Kyle Associates
Pennsylvania
$16K – – –
IA
43
IFP Advisors
Florida
$15K – – –
DADC
44
D.A. Davidson & Co
Montana
$14K – – –
VIA
45
Vantage Investment Advisors
Pennsylvania
$14K – – –
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$8.78K +626 New
Creative Planning
47
Creative Planning
Kansas
$6K – – –
WEC
48
Winslow Evans & Crocker
Massachusetts
$4.21K – – –
PFO
49
Pathstone Family Office
New Jersey
$4K +$3.79K +270 New
CRC
50
Curi RMB Capital
Illinois
– -$232K -16,698 Closed
1
2
3

NXP Hedge Fund Activity: Q1 2017 in Review

49 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2017, worth a combined $24.1M — up 15% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NXP positions and 2 closed out — a net gain of 6 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Scharf Investments, opening a new position worth an estimated $1.16M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $232K sold.

  • 49 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2017, up from 44 in Q4 2016.
  • Funds reported $24.1M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2017, up 15% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2017 and 2 closed out, a net change of +6 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2017 was Scharf Investments, an estimated $1.16M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2017 was Curi RMB Capital, an estimated $232K sold.

Based on aggregated 13F filings for Q1 2017.