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Nuveen Select Tax-Free Income Portfolio

46 hedge funds and large institutions have $28.5M invested in Nuveen Select Tax-Free Income Portfolio in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $26.6M → $28.5M (+$1.88M)

0.06% more ownership

Funds ownership: 10.1%10.16% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

6% less funds holding

Funds holding: 4946 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
13
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Windsor Wealth Management
Indiana
$264K
MC
27
Moors & Cabot
Massachusetts
$262K -$68.8K -4,166 -21%
SPIA
28
Steward Partners Investment Advisory
New York
$253K
CIA
29
Capital Investment Advisors
Georgia
$250K
Osaic Holdings
30
Osaic Holdings
Arizona
$245K -$24.8K -1,500 -9%
RJA
31
Raymond James & Associates
Florida
$231K -$677 -41 -0.3%
VC
32
Voit & Company
Wisconsin
$204K +$1.69K +102 +0.8%
5L
33
55I LLC
Massachusetts
$167K
CYG
34
Clean Yield Group
Vermont
$105K
HWA
35
HHM Wealth Advisors
Tennessee
$88K
HPC
36
HM Payson & Co
Maine
$75K
WTC
37
WhitTier Trust Company
Nevada
$58K
JCM
38
Jacobi Capital Management
Pennsylvania
$57K +$264 +16 +0.5%
AF
39
Advisornet Financial
Minnesota
$48K +$396 +24 +0.8%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$41K
OC
41
Oakworth Capital
Alabama
$36K
MFT
42
Moisand Fitzgerald Tamayo
Florida
$28K
AA
43
Ancora Advisors
Ohio
$28K +$19.1K +1,159 +232%
SIM
44
Sonora Investment Management
Arizona
$20K +$19.8K +1,200 New
TIM
45
Tortoise Investment Management
New York
$13K -$263K -15,896 -95%
Citigroup
46
Citigroup
New York
$9K
WEC
47
Winslow Evans & Crocker
Massachusetts
$5K
FEG
48
Financial Enhancement Group
Indiana
-$357K -22,754 Closed
First Trust Advisors
49
First Trust Advisors
Illinois
-$166K -10,570 Closed
EH
50
Equitable Holdings
New York
-$165K -10,500 Closed

NXP Hedge Fund Activity: Q3 2020 in Review

46 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2020, worth a combined $28.5M — up 7% from $26.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NXP and 2 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was Advisors Asset Management, adding an estimated $686K. The largest seller was United Capital Financial Advisors, cutting an estimated $833K.

  • 46 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2020, down from 49 in Q2 2020.
  • Funds reported $28.5M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2020, up 7% quarter-over-quarter.
  • 2 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2020 and 5 closed out, a net change of -3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2020 was Advisors Asset Management, an estimated $686K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2020 was United Capital Financial Advisors, an estimated $833K sold.

Based on aggregated 13F filings for Q3 2020.