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Nuveen Select Tax-Free Income Portfolio

48 hedge funds and large institutions have $26.4M invested in Nuveen Select Tax-Free Income Portfolio in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more capital invested

Capital invested by funds: $24.7M → $26.4M (+$1.71M)

2% more funds holding

Funds holding: 4748 (+1)

1.18% more ownership

Funds ownership: 10.19%11.36% (+1.2%)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
26
Luther King Capital Management (LKCM)
Texas
$236K
FEG
27
Financial Enhancement Group
Indiana
$232K +$10.9K +771 +5%
WWM
28
Windsor Wealth Management
Indiana
$227K
DAS
29
Dynamic Advisor Solutions
Arizona
$222K +$225K +15,864 New
CIA
30
Capital Investment Advisors
Georgia
$210K
SP
31
Successful Portfolios
Florida
$185K +$9.92K +700 +6%
NFG
32
Nations Financial Group
Iowa
$173K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$135K
SWP
34
Stratos Wealth Partners
Ohio
$133K +$119K +8,397 +763%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$109K
WTC
36
WhitTier Trust Company
Nevada
$108K
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$84K
JCM
38
Jacobi Capital Management
Pennsylvania
$46K +$241 +17 +0.5%
APA
39
American Portfolios Advisors
New York
$42.9K
OC
40
Oakworth Capital
Alabama
$30K
MFT
41
Moisand Fitzgerald Tamayo
Florida
$23K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$23K +$156 +11 +0.7%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K
AG
44
Advisor Group
Arizona
$16K
VIA
45
Vantage Investment Advisors
Pennsylvania
$14K
MWM
46
Mascoma Wealth Management
New Hampshire
$10K
WEC
47
Winslow Evans & Crocker
Massachusetts
$4.21K
TCOV
48
Trust Company of Vermont
Vermont
$3K
PAG
49
Private Advisor Group
New Jersey
-$388K -26,340 Closed
Citigroup
50
Citigroup
New York
-$199K -13,608 Closed

NXP Hedge Fund Activity: Q1 2018 in Review

48 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2018, worth a combined $26.4M — up 6.9% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXP positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $962K. The largest seller was Private Advisor Group, exiting entirely with an estimated $388K sold.

  • 48 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2018, up from 47 in Q4 2017.
  • Funds reported $26.4M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2018, up 6.9% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2018 was United Capital Financial Advisors, an estimated $962K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2018 was Private Advisor Group, an estimated $388K sold.

Based on aggregated 13F filings for Q1 2018.