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Nuveen Select Tax-Free Income Portfolio
NXP

55 hedge funds and large institutions have $33.5M invested in Nuveen Select Tax-Free Income Portfolio in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

15% more funds holding

Funds holding: 48 → 55 (+7)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

10% more capital invested

Capital invested by funds: $30.5M → $33.5M (+$2.98M)

1.04% more ownership

Funds ownership: 12.95% → 14% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
17
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$777K
2
GC
Guggenheim Capital
Illinois
+$666K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$586K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$390K
5
UCFA
United Capital Financial Advisors
Texas
+$359K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.69M
2
KIM
Karpus Investment Management
New York
-$138K
3
Wells Fargo
Wells Fargo
California
-$125K
4
UBS Group
UBS Group
Switzerland
-$63.1K
5
LPL Financial
LPL Financial
California
-$48.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$285K -$8.32K -576 -3%
LCM
27
Landscape Capital Management
New Jersey
$281K +$8.09K +560 +3%
AA
28
Ancora Advisors
Ohio
$274K -$28.5K -1,975 -10%
Ameriprise
29
Ameriprise
Minnesota
$272K +$269K +18,601 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$263K -$3.92K -271 -1%
WWM
31
Windsor Wealth Management
Indiana
$237K – – –
DAS
32
Dynamic Advisor Solutions
Arizona
$232K -$14.3K -992 -6%
SP
33
Successful Portfolios
Florida
$230K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$222K +$219K +15,172 New
CIA
35
Capital Investment Advisors
Georgia
$219K – – –
KIM
36
Karpus Investment Management
New York
$214K -$138K -9,531 -39%
RJA
37
Raymond James & Associates
Florida
$187K +$36.4K +2,521 +25%
VC
38
Voit & Company
Wisconsin
$176K – – –
First Trust Advisors
39
First Trust Advisors
Illinois
$175K -$7.92K -548 -4%
WAM
40
Wolverine Asset Management
Illinois
$125K +$124K +8,602 New
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$113K – – –
AG
42
Advisor Group
Arizona
$72K -$4.33K -300 -6%
WTC
43
WhitTier Trust Company
Nevada
$51K – – –
JCM
44
Jacobi Capital Management
Pennsylvania
$49K +$159 +11 +0.3%
APA
45
American Portfolios Advisors
New York
$44.8K – – –
AF
46
Advisornet Financial
Minnesota
$40K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$36K +$20.8K +1,440 +141%
CYG
48
Clean Yield Group
Vermont
$33K – – –
OC
49
Oakworth Capital
Alabama
$32K – – –
MFT
50
Moisand Fitzgerald Tamayo
Florida
$24K – – –
1
2
3

NXP Hedge Fund Activity: Q1 2019 in Review

55 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2019, worth a combined $33.5M — up 9.8% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NXP positions and 2 closed out — a net gain of 7 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $777K. The largest seller was Morgan Stanley, cutting an estimated $1.69M.

  • 55 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2019, up from 48 in Q4 2018.
  • Funds reported $33.5M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2019, up 9.8% quarter-over-quarter.
  • 9 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2019 and 2 closed out, a net change of +7 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2019 was Koshinski Asset Management, an estimated $777K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2019 was Morgan Stanley, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2019.