We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio

46 hedge funds and large institutions have $25.3M invested in Nuveen Select Tax-Free Income Portfolio in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

5% more capital invested

Capital invested by funds: $24.1M → $25.3M (+$1.19M)

0.25% more ownership

Funds ownership: 10.38%10.62% (+0.25%)

6% less funds holding

Funds holding: 4946 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$197K +$31.8K +2,223 +19%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$194K -$9.43K -659 -5%
MF
28
Magnetar Financial
Illinois
$178K +$177K +12,384 New
NFG
29
Nations Financial Group
Iowa
$177K +$301 +21 +0.2%
CRC
30
Curi RMB Capital
Illinois
$175K +$174K +12,142 New
GLA
31
Great Lakes Advisors
Illinois
$166K -$14.3K -1,000 -8%
SI
32
SII Investments
Wisconsin
$153K -$54.2K -3,784 -26%
PAG
33
Private Advisor Group
New Jersey
$143K +$143K +10,000 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$138K
WTC
35
WhitTier Trust Company
Nevada
$111K
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$86K
WTB
37
Washington Trust Bank
Washington
$65K
NFG
38
Next Financial Group
Texas
$32K
OC
39
Oakworth Capital
Alabama
$31K
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$9.65K +674 +108%
AG
41
Advisor Group
Arizona
$16K
DADC
42
D.A. Davidson & Co
Montana
$15K
IA
43
IFP Advisors
Florida
$15K
VIA
44
Vantage Investment Advisors
Pennsylvania
$14K
Creative Planning
45
Creative Planning
Kansas
$6K
WEC
46
Winslow Evans & Crocker
Massachusetts
$4.31K
LCM
47
Laurion Capital Management
New York
-$323K -22,988 Closed
HighTower Advisors
48
HighTower Advisors
Illinois
-$218K -15,470 Closed
DA
49
Doliver Advisors
Texas
-$155K -11,025 Closed
JCM
50
Jacobi Capital Management
Pennsylvania
-$45K -3,194 Closed

NXP Hedge Fund Activity: Q2 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2017, worth a combined $25.3M — up 4.9% from $24.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXP and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was Scharf Investments, adding an estimated $1.6M. The largest seller was Landscape Capital Management, cutting an estimated $1.22M.

  • 46 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2017, down from 49 in Q1 2017.
  • Funds reported $25.3M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2017 and 7 closed out, a net change of -2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2017 was Scharf Investments, an estimated $1.6M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2017 was Landscape Capital Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2017.