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Nuveen Select Tax-Free Income Portfolio
NXP

48 hedge funds and large institutions have $26.8M invested in Nuveen Select Tax-Free Income Portfolio in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.17% less ownership

Funds ownership: 13.3% → 10.14% (-3.2%)

6% less funds holding

Funds holding: 51 → 48 (-3)

21% less capital invested

Capital invested by funds: $34.1M → $26.8M (-$7.26M)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
11
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ATI
Act Two Investors
California
+$245K
2
HPC
HM Payson & Co
Maine
+$70.2K
3
GC
Guggenheim Capital
Illinois
+$44.9K
4
DAS
Dynamic Advisor Solutions
Arizona
+$25.4K
5
Wells Fargo
Wells Fargo
California
+$24K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$2.92M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.96M
3
RVPG
Relative Value Partners Group
-$760K
4
UCFA
United Capital Financial Advisors
Texas
-$687K
5
TIM
Tortoise Investment Management
New York
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$275K +$25.4K +1,625 +10%
WWM
27
Windsor Wealth Management
Indiana
$257K – – –
ATI
28
Act Two Investors
California
$247K +$245K +15,695 New
SPIA
29
Steward Partners Investment Advisory
New York
$238K – – –
CIA
30
Capital Investment Advisors
Georgia
$235K – – –
RJA
31
Raymond James & Associates
Florida
$228K +$219 +14 +0.1%
VC
32
Voit & Company
Wisconsin
$189K – – –
First Trust Advisors
33
First Trust Advisors
Illinois
$187K -$5.28K -338 -3%
AG
34
Advisor Group
Arizona
$77K – – –
HPC
35
HM Payson & Co
Maine
$71K +$70.2K +4,500 New
FEG
36
Financial Enhancement Group
Indiana
$64K -$258K -16,505 -80%
WTC
37
WhitTier Trust Company
Nevada
$55K – – –
JCM
38
Jacobi Capital Management
Pennsylvania
$53K +$250 +16 +0.5%
APA
39
American Portfolios Advisors
New York
$48.1K – – –
AF
40
Advisornet Financial
Minnesota
$44K +$390 +25 +0.9%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$39K – – –
CYG
42
Clean Yield Group
Vermont
$36K – – –
OC
43
Oakworth Capital
Alabama
$34K – – –
MFT
44
Moisand Fitzgerald Tamayo
Florida
$26K – – –
QCIG
45
Quad-Cities Investment Group
Iowa
$13K +$12.5K +800 New
WEC
46
Winslow Evans & Crocker
Massachusetts
$6K – – –
RCAG
47
Rehmann Capital Advisory Group
Michigan
$4.61K +$4.48K +287 New
FIA
48
FNY Investment Advisers
New York
$2K +$156 +10 +6%
BCI
49
Brinker Capital Investments
Pennsylvania
$1K -$86.4K -5,535 -99%
1CP
50
1607 Capital Partners
Virginia
– -$2.92M -190,938 Closed
1
2
3

NXP Hedge Fund Activity: Q3 2019 in Review

48 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2019, worth a combined $26.8M — down 21% from $34.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXP and 4 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 11 added.

The largest buyer was Act Two Investors, opening a new position worth an estimated $245K. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $2.92M sold.

  • 48 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2019, down from 51 in Q2 2019.
  • Funds reported $26.8M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2019, down 21% quarter-over-quarter.
  • 4 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2019 and 7 closed out, a net change of -3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2019 was Act Two Investors, an estimated $245K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2019 was 1607 Capital Partners, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2019.