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Nuveen Select Tax-Free Income Portfolio

47 hedge funds and large institutions have $25M invested in Nuveen Select Tax-Free Income Portfolio in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 4647 (+1)

0.51% less ownership

Funds ownership: 10.62%10.11% (-0.51%)

1% less capital invested

Capital invested by funds: $25.3M → $25M (-$306K)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$214K +$8.99K +612 +4%
PAG
27
Private Advisor Group
New Jersey
$213K +$60.8K +4,140 +41%
NFG
28
Nations Financial Group
Iowa
$184K
SI
29
SII Investments
Wisconsin
$159K
HighTower Advisors
30
HighTower Advisors
Illinois
$150K +$148K +10,072 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$144K
WTC
32
WhitTier Trust Company
Nevada
$115K
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$90K
WTB
34
Washington Trust Bank
Washington
$67K
MA
35
MUFG Americas
New York
$56K +$55.1K +3,750 New
JCM
36
Jacobi Capital Management
Pennsylvania
$48K +$47.4K +3,225 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$43K -$830K -56,528 -95%
NFG
38
Next Financial Group
Texas
$33K
OC
39
Oakworth Capital
Alabama
$32K
TSW
40
Thompson Siegel & Walmsley
Virginia
$30K +$29.4K +2,000 New
MFT
41
Moisand Fitzgerald Tamayo
Florida
$25K +$24.3K +1,657 New
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K
AG
43
Advisor Group
Arizona
$17K
IA
44
IFP Advisors
Florida
$16K
VIA
45
Vantage Investment Advisors
Pennsylvania
$15K
MWM
46
Mascoma Wealth Management
New Hampshire
$11K +$10.7K +730 New
WEC
47
Winslow Evans & Crocker
Massachusetts
$4.48K
LCM
48
Landscape Capital Management
New Jersey
-$297K -20,637 Closed
Ameriprise
49
Ameriprise
Minnesota
-$205K -14,273 Closed
MF
50
Magnetar Financial
Illinois
-$178K -12,384 Closed

NXP Hedge Fund Activity: Q3 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2017, worth a combined $25M — down 1.2% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NXP positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Vivaldi Capital Management, opening a new position worth an estimated $228K. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $830K.

  • 47 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2017, up from 46 in Q2 2017.
  • Funds reported $25M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2017, down 1.2% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2017 and 7 closed out, a net change of +1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2017 was Vivaldi Capital Management, an estimated $228K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2017 was Northwestern Mutual Wealth Management, an estimated $830K sold.

Based on aggregated 13F filings for Q3 2017.