We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio

50 hedge funds and large institutions have $27.3M invested in Nuveen Select Tax-Free Income Portfolio in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

11% more funds holding

Funds holding: 4550 (+5)

1.31% more ownership

Funds ownership: 9.55%10.85% (+1.3%)

4% more capital invested

Capital invested by funds: $26.4M → $27.3M (+$934K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
13
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
26
Tortoise Investment Management
New York
$250K -$570K -35,645 -68%
WWM
27
Windsor Wealth Management
Indiana
$242K
Osaic Holdings
28
Osaic Holdings
Arizona
$242K +$259K +16,187 New
SPIA
29
Steward Partners Investment Advisory
New York
$227K
CIA
30
Capital Investment Advisors
Georgia
$224K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$219K -$55K -3,442 -19%
AAM
32
Advisors Asset Management
Colorado
$210K -$294K -18,409 -57%
RJA
33
Raymond James & Associates
Florida
$203K -$15.8K -991 -7%
VC
34
Voit & Company
Wisconsin
$180K
First Trust Advisors
35
First Trust Advisors
Illinois
$160K +$1.05K +66 +0.6%
EH
36
Equitable Holdings
New York
$157K +$168K +10,500 New
CYG
37
Clean Yield Group
Vermont
$94K +$64K +4,000 +176%
HWA
38
HHM Wealth Advisors
Tennessee
$79K +$84.8K +5,300 New
HPC
39
HM Payson & Co
Maine
$67K
WTC
40
WhitTier Trust Company
Nevada
$52K
JCM
41
Jacobi Capital Management
Pennsylvania
$51K +$160 +10 +0.3%
AF
42
Advisornet Financial
Minnesota
$42K +$368 +23 +0.8%
AA
43
Ancora Advisors
Ohio
$39K
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$37K
OC
45
Oakworth Capital
Alabama
$33K
MFT
46
Moisand Fitzgerald Tamayo
Florida
$25K
MWM
47
MBE Wealth Management
Wisconsin
$10K +$11.4K +710 New
Citigroup
48
Citigroup
New York
$7K +$7.07K +442 New
WEC
49
Winslow Evans & Crocker
Massachusetts
$6K
DCM
50
Davidson Capital Management
Texas
$6K +$6.43K +402 New

NXP Hedge Fund Activity: Q1 2020 in Review

50 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2020, worth a combined $27.3M — up 3.5% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NXP positions and 3 closed out — a net gain of 7 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $3.12M. The largest seller was Tortoise Investment Management, cutting an estimated $570K.

  • 50 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2020, up from 45 in Q4 2019.
  • Funds reported $27.3M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2020, up 3.5% quarter-over-quarter.
  • 10 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2020 and 3 closed out, a net change of +7 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2020 was 1607 Capital Partners, an estimated $3.12M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2020 was Tortoise Investment Management, an estimated $570K sold.

Based on aggregated 13F filings for Q1 2020.