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Nuveen Select Tax-Free Income Portfolio
NXP

48 hedge funds and large institutions have $30.5M invested in Nuveen Select Tax-Free Income Portfolio in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.79% less ownership

Funds ownership: 13.74% → 12.95% (-0.79%)

4% less capital invested

Capital invested by funds: $31.9M → $30.5M (-$1.41M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

2% less funds holding

Funds holding: 49 → 48 (-1)

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
13
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$1.07M
2
Morgan Stanley
Morgan Stanley
New York
+$910K
3
RVPG
Relative Value Partners Group
+$692K
4
GC
Guggenheim Capital
Illinois
+$565K
5
RJA
Raymond James & Associates
Florida
+$143K

Top Sellers

1
SI
Scharf Investments
California
-$1.74M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$804K
3
KIM
Karpus Investment Management
New York
-$763K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$743K
5
LPL Financial
LPL Financial
California
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$262K -$70K -5,020 -21%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$257K +$5.31K +381 +2%
FEG
28
Financial Enhancement Group
Indiana
$250K – – –
DAS
29
Dynamic Advisor Solutions
Arizona
$241K – – –
WWM
30
Windsor Wealth Management
Indiana
$228K – – –
SP
31
Successful Portfolios
Florida
$221K -$6.97K -500 -3%
CIA
32
Capital Investment Advisors
Georgia
$210K – – –
First Trust Advisors
33
First Trust Advisors
Illinois
$176K -$40.1K -2,877 -19%
VC
34
Voit & Company
Wisconsin
$169K +$168K +12,013 New
RJA
35
Raymond James & Associates
Florida
$144K +$143K +10,244 New
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$109K – – –
AG
37
Advisor Group
Arizona
$73K +$56.8K +4,075 +362%
WTC
38
WhitTier Trust Company
Nevada
$49K – – –
JCM
39
Jacobi Capital Management
Pennsylvania
$47K +$321 +23 +0.7%
APA
40
American Portfolios Advisors
New York
$43.1K – – –
AF
41
Advisornet Financial
Minnesota
$38K +$38K +2,728 New
CYG
42
Clean Yield Group
Vermont
$32K +$31.7K +2,275 New
OC
43
Oakworth Capital
Alabama
$31K – – –
MFT
44
Moisand Fitzgerald Tamayo
Florida
$23K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$15K +$15.3K +1,097 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$14K -$69.4K -4,977 -83%
AIC
47
Ameritas Investment Company
Nebraska
$12K +$11.7K +838 New
WEC
48
Winslow Evans & Crocker
Massachusetts
$6K – – –
SI
49
Scharf Investments
California
– -$1.74M -124,839 Closed
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
– -$804K -57,800 Closed
1
2
3

NXP Hedge Fund Activity: Q4 2018 in Review

48 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2018, worth a combined $30.5M — down 4.4% from $31.9M a quarter earlier.

Fund positioning in NXP was balanced in Q4 2018: 9 funds opened new positions, 9 closed out, 13 added to existing stakes and 14 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.07M. The largest seller was Scharf Investments, exiting entirely with an estimated $1.74M sold.

  • 48 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2018, down from 49 in Q3 2018.
  • Funds reported $30.5M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2018, down 4.4% quarter-over-quarter.
  • 9 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2018 and 9 closed out, a net change of 0 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2018 was 1607 Capital Partners, an estimated $1.07M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2018 was Scharf Investments, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2018.