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Nuveen Select Tax-Free Income Portfolio
NXP

51 hedge funds and large institutions have $34.1M invested in Nuveen Select Tax-Free Income Portfolio in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $33.5M → $34.1M (+$581K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.69% less ownership

Funds ownership: 14% → 13.3% (-0.69%)

7% less funds holding

Funds holding: 55 → 51 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
15
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$711K
2
UBS Group
UBS Group
Switzerland
+$587K
3
UCFA
United Capital Financial Advisors
Texas
+$354K
4
Truist Financial
Truist Financial
North Carolina
+$288K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$269K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.32M
2
VCM
Vivaldi Capital Management
Illinois
-$707K
3
LCM
Landscape Capital Management
New Jersey
-$281K
4
1CP
1607 Capital Partners
Virginia
-$244K
5
KIM
Karpus Investment Management
New York
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
26
Family Management
New York
$299K – – –
Truist Financial
27
Truist Financial
North Carolina
$294K +$288K +19,214 New
AA
28
Ancora Advisors
Ohio
$286K – – –
Ameriprise
29
Ameriprise
Minnesota
$285K +$764 +51 +0.3%
WWM
30
Windsor Wealth Management
Indiana
$247K – – –
DAS
31
Dynamic Advisor Solutions
Arizona
$242K – – –
SP
32
Successful Portfolios
Florida
$232K -$7.5K -500 -3%
SPIA
33
Steward Partners Investment Advisory
New York
$231K – – –
CIA
34
Capital Investment Advisors
Georgia
$228K – – –
RJA
35
Raymond James & Associates
Florida
$222K +$26.3K +1,752 +14%
First Trust Advisors
36
First Trust Advisors
Illinois
$187K +$3.49K +233 +2%
VC
37
Voit & Company
Wisconsin
$184K – – –
BCI
38
Brinker Capital Investments
Pennsylvania
$85K +$83K +5,535 +11,070%
TJHA
39
Thomas J. Herzfeld Advisors
Florida
$82K -$35.3K -2,354 -30%
AG
40
Advisor Group
Arizona
$75K – – –
WTC
41
WhitTier Trust Company
Nevada
$53K – – –
JCM
42
Jacobi Capital Management
Pennsylvania
$51K +$240 +16 +0.5%
APA
43
American Portfolios Advisors
New York
$46.8K – – –
Citigroup
44
Citigroup
New York
$44K +$42.7K +2,851 New
AF
45
Advisornet Financial
Minnesota
$42K +$240 +16 +0.6%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$38K – – –
CYG
47
Clean Yield Group
Vermont
$35K – – –
OC
48
Oakworth Capital
Alabama
$33K – – –
MFT
49
Moisand Fitzgerald Tamayo
Florida
$25K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$21K +$20.6K +1,372 New
1
2
3

NXP Hedge Fund Activity: Q2 2019 in Review

51 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2019, worth a combined $34.1M — up 1.7% from $33.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXP and 3 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 15 added.

The largest buyer was Guggenheim Capital, adding an estimated $711K. The largest seller was Morgan Stanley, cutting an estimated $1.32M.

  • 51 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2019, down from 55 in Q1 2019.
  • Funds reported $34.1M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2019, up 1.7% quarter-over-quarter.
  • 3 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2019 and 7 closed out, a net change of -4 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2019 was Guggenheim Capital, an estimated $711K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2019 was Morgan Stanley, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2019.