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Nuveen Select Tax-Free Income Portfolio
NXP

49 hedge funds and large institutions have $28.8M invested in Nuveen Select Tax-Free Income Portfolio in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more funds holding

Funds holding: 46 → 49 (+3)

1% more capital invested

Capital invested by funds: $28.5M → $28.8M (+$270K)

0.55% less ownership

Funds ownership: 10.16% → 9.61% (-0.55%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
15
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Annex Advisory Services
Wisconsin
+$308K
2
Morgan Stanley
Morgan Stanley
New York
+$245K
3
Millennium Management
Millennium Management
New York
+$223K
4
AAM
Advisors Asset Management
Colorado
+$177K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$160K

Top Sellers

Rank Fund Capital Flow
1
RIA
Realta Investment Advisors
Delaware
-$915K
2
AFS
Access Financial Services
Minnesota
-$702K
3
GC
Guggenheim Capital
Illinois
-$663K
4
FM
Family Management
New York
-$325K
5
MC
Moors & Cabot
Massachusetts
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$270K – – –
RJA
27
Raymond James & Associates
Florida
$264K +$17.3K +1,027 +7%
CIA
28
Capital Investment Advisors
Georgia
$261K -$4.83K -287 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$261K – – –
Millennium Management
30
Millennium Management
New York
$236K +$223K +13,253 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$115K +$109K +6,472 New
CYG
32
Clean Yield Group
Vermont
$112K – – –
HWA
33
HHM Wealth Advisors
Tennessee
$94K – – –
HPC
34
HM Payson & Co
Maine
$80K – – –
FEG
35
Financial Enhancement Group
Indiana
$69K +$64.9K +3,857 New
WTC
36
WhitTier Trust Company
Nevada
$62K – – –
JCM
37
Jacobi Capital Management
Pennsylvania
$61K +$336 +20 +0.6%
AF
38
Advisornet Financial
Minnesota
$51K +$387 +23 +0.8%
IAIM
39
International Assets Investment Management
Florida
$48K +$48.3K +2,873 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$44K – – –
OC
41
Oakworth Capital
Alabama
$39K – – –
RA
42
Reby Advisors
Connecticut
$37K +$34.6K +2,055 New
AA
43
Ancora Advisors
Ohio
$30K – – –
MFT
44
Moisand Fitzgerald Tamayo
Florida
$29K – – –
M
45
MOTCO
Texas
$27K +$25.2K +1,500 New
SIM
46
Sonora Investment Management
Arizona
$21K – – –
AWG
47
Altus Wealth Group
Colorado
$17K +$16.1K +960 New
Citigroup
48
Citigroup
New York
$10K – – –
WEC
49
Winslow Evans & Crocker
Massachusetts
$5K – – –
TIAM2
50
Tru Independence Asset Management 2
Oregon
$5K +$4.79K +285 New
1
2
3

NXP Hedge Fund Activity: Q4 2020 in Review

49 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2020, worth a combined $28.8M — up 0.95% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NXP positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $308K. The largest seller was Realta Investment Advisors, exiting entirely with an estimated $915K sold.

  • 49 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2020, up from 46 in Q3 2020.
  • Funds reported $28.8M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2020, up 0.95% quarter-over-quarter.
  • 9 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2020 and 5 closed out, a net change of +4 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2020 was Annex Advisory Services, an estimated $308K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2020 was Realta Investment Advisors, an estimated $915K sold.

Based on aggregated 13F filings for Q4 2020.