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Nuveen Select Tax-Free Income Portfolio
NXP

50 hedge funds and large institutions have $31M invested in Nuveen Select Tax-Free Income Portfolio in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $26.4M → $31M (+$4.6M)

4% more funds holding

Funds holding: 48 → 50 (+2)

1.72% more ownership

Funds ownership: 11.36% → 13.08% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
18
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$1.29M
2
Morgan Stanley
Morgan Stanley
New York
+$915K
3
KIM
Karpus Investment Management
New York
+$768K
4
AAM
Advisors Asset Management
Colorado
+$518K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$449K

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$454K
2
NFG
Nations Financial Group
Iowa
-$173K
3
UBS Group
UBS Group
Switzerland
-$142K
4
SWP
Stratos Wealth Partners
Ohio
-$133K
5
LCM
Landscape Capital Management
New Jersey
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$255K -$62.6K -4,451 -20%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$245K – – –
Luther King Capital Management (LKCM)
28
Luther King Capital Management (LKCM)
Texas
$241K – – –
DAS
29
Dynamic Advisor Solutions
Arizona
$241K +$13.9K +992 +6%
WWM
30
Windsor Wealth Management
Indiana
$231K – – –
First Trust Advisors
31
First Trust Advisors
Illinois
$228K +$225K +15,968 New
SP
32
Successful Portfolios
Florida
$225K +$35.2K +2,500 +19%
CIA
33
Capital Investment Advisors
Georgia
$214K – – –
LCM
34
Landscape Capital Management
New Jersey
$210K -$112K -7,965 -35%
RFC
35
Regions Financial Corp
Alabama
$133K +$131K +9,300 New
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$111K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$86K – – –
WTC
38
WhitTier Trust Company
Nevada
$50K -$59.1K -4,199 -55%
JCM
39
Jacobi Capital Management
Pennsylvania
$47K +$155 +11 +0.3%
APA
40
American Portfolios Advisors
New York
$43.8K – – –
OC
41
Oakworth Capital
Alabama
$31K – – –
MFT
42
Moisand Fitzgerald Tamayo
Florida
$24K – – –
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K – – –
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
$6K – – –
CF
48
Centaurus Financial
California
$6K +$5.91K +420 New
TCOV
49
Trust Company of Vermont
Vermont
$3K – – –
FIA
50
FNY Investment Advisers
New York
$1K +$1.27K +90 New
1
2
3

NXP Hedge Fund Activity: Q2 2018 in Review

50 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2018, worth a combined $31M — up 17% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXP positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.29M. The largest seller was United Capital Financial Advisors, cutting an estimated $454K.

  • 50 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2018, up from 48 in Q1 2018.
  • Funds reported $31M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2018, up 17% quarter-over-quarter.
  • 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2018 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2018 was 1607 Capital Partners, an estimated $1.29M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2018 was United Capital Financial Advisors, an estimated $454K sold.

Based on aggregated 13F filings for Q2 2018.