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Nuveen Select Tax-Free Income Portfolio

48 hedge funds and large institutions have $33.1M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

1% more capital invested

Capital invested by funds: $32.7M → $33.1M (+$389K)

0.66% more ownership

Funds ownership: 10.65%11.31% (+0.66%)

2% less funds holding

Funds holding: 4948 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
26
Glenmede Trust
Pennsylvania
$385K
AAS
27
Annex Advisory Services
Wisconsin
$318K
WWM
28
Windsor Wealth Management
Indiana
$277K
SPIA
29
Steward Partners Investment Advisory
New York
$264K
CIA
30
Capital Investment Advisors
Georgia
$255K
BRWA
31
B. Riley Wealth Advisors
Florida
$240K +$1.05K +60 +0.4%
BBA
32
BLB&B Advisors
Pennsylvania
$217K +$219K +12,500 New
Osaic Holdings
33
Osaic Holdings
Arizona
$209K -$26.2K -1,498 -11%
EH
34
Equitable Holdings
New York
$195K
HI
35
Harbour Investments
Wisconsin
$178K
SWM
36
Spire Wealth Management
Virginia
$119K
CYG
37
Clean Yield Group
Vermont
$111K +$839 +48 +0.8%
HWA
38
HHM Wealth Advisors
Tennessee
$92K
IWA
39
IVC Wealth Advisors
Pennsylvania
$78K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$61K
WTC
41
WhitTier Trust Company
Nevada
$61K
JCM
42
Jacobi Capital Management
Pennsylvania
$60K +$262 +15 +0.4%
FEG
43
Financial Enhancement Group
Indiana
$51K -$46.9K -2,682 -48%
AF
44
Advisornet Financial
Minnesota
$51K +$385 +22 +0.7%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$43K
HPC
46
HM Payson & Co
Maine
$35K
AA
47
Ancora Advisors
Ohio
$29K
SIM
48
Sonora Investment Management
Arizona
$21K
CCM
49
Covington Capital Management
California
$3K
5L
50
55I LLC
Massachusetts
-$184K -10,033 Closed

NXP Hedge Fund Activity: Q3 2021 in Review

48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2021, worth a combined $33.1M — up 1.2% from $32.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NXP and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 13 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $757K. The largest seller was 55I LLC, exiting entirely with an estimated $184K sold.

  • 48 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2021, down from 49 in Q2 2021.
  • Funds reported $33.1M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2021, up 1.2% quarter-over-quarter.
  • 3 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2021 and 4 closed out, a net change of -1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2021 was Wolverine Asset Management, an estimated $757K added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2021 was 55I LLC, an estimated $184K sold.

Based on aggregated 13F filings for Q3 2021.