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Nuveen Select Tax-Free Income Portfolio

46 hedge funds and large institutions have $28.3M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 9.61%9.68% (+0.07%)

2% less capital invested

Capital invested by funds: $28.8M → $28.3M (-$446K)

6% less funds holding

Funds holding: 4946 (-3)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Windsor Wealth Management
Indiana
$282K
CIA
27
Capital Investment Advisors
Georgia
$255K
BRWA
28
B. Riley Wealth Advisors
Florida
$236K +$234K +13,450 New
Osaic Holdings
29
Osaic Holdings
Arizona
$235K -$20.2K -1,160 -8%
HI
30
Harbour Investments
Wisconsin
$178K +$178K +10,235 New
SWM
31
Spire Wealth Management
Virginia
$119K +$119K +6,820 New
HWA
32
HHM Wealth Advisors
Tennessee
$92K
FEG
33
Financial Enhancement Group
Indiana
$62K -$5.41K -311 -8%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$61K -$51.5K -2,959 -46%
WTC
35
WhitTier Trust Company
Nevada
$61K
JCM
36
Jacobi Capital Management
Pennsylvania
$60K +$174 +10 +0.3%
AF
37
Advisornet Financial
Minnesota
$51K +$400 +23 +0.8%
IAIM
38
International Assets Investment Management
Florida
$48K
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$43K
OC
40
Oakworth Capital
Alabama
$38K
HPC
41
HM Payson & Co
Maine
$35K -$43.5K -2,500 -56%
AA
42
Ancora Advisors
Ohio
$29K
SIM
43
Sonora Investment Management
Arizona
$21K
EP
44
Eudaimonia Partners
Tennessee
$19K +$18.5K +1,065 New
AIM
45
Anchor Investment Management
South Carolina
$17.4K +$17.4K +1,000 New
M
46
MOTCO
Texas
$13K -$13K -750 -50%
DAS
47
Dynamic Advisor Solutions
Arizona
-$329K -18,491 Closed
Millennium Management
48
Millennium Management
New York
-$236K -13,253 Closed
CYG
49
Clean Yield Group
Vermont
-$112K -6,275 Closed
MFT
50
Moisand Fitzgerald Tamayo
Florida
-$29K -1,657 Closed

NXP Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2021, worth a combined $28.3M — down 1.6% from $28.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NXP and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.

The largest buyer was Baird Financial Group, adding an estimated $874K. The largest seller was LPL Financial, cutting an estimated $745K.

  • 46 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2021, down from 49 in Q4 2020.
  • Funds reported $28.3M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2021, down 1.6% quarter-over-quarter.
  • 6 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2021 and 7 closed out, a net change of -1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2021 was Baird Financial Group, an estimated $874K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2021 was LPL Financial, an estimated $745K sold.

Based on aggregated 13F filings for Q1 2021.