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Nuveen Select Tax-Free Income Portfolio
NXP

93 hedge funds and large institutions have $104M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 34 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 3

920% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 5

213% more capital invested

Capital invested by funds: $33.1M → $104M (+$70.6M)

94% more funds holding

Funds holding: 48 → 93 (+45)

27.72% more ownership

Funds ownership: 11.31% → 39.03% (+28%)

Holders
93
Holders Change
+45
Holders Change %
+93.75%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
34
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$11.8M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$6.99M
3
Bank of America
Bank of America
North Carolina
+$6.71M
4
Wells Fargo
Wells Fargo
California
+$5.73M
5
Morgan Stanley
Morgan Stanley
New York
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$908K
2
AFS
Access Financial Services
Minnesota
-$70.2K
3
WTC
WhitTier Trust Company
Nevada
-$61K
4
JCM
Jacobi Capital Management
Pennsylvania
-$60K
5
AF
Advisornet Financial
Minnesota
-$51K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$913K +$701K +42,478 +290%
First Trust Advisors
27
First Trust Advisors
Illinois
$734K +$758K +45,919 New
LP
28
Lloyd Park
Illinois
$639K +$660K +39,985 New
PAG
29
Private Advisor Group
New Jersey
$600K +$3.58K +217 +0.6%
WCM
30
WealthBridge Capital Management
Ohio
$594K +$613K +37,162 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$594K +$614K +37,175 New
ACA
32
Ackerman Capital Advisors
Texas
$563K +$582K +35,262 New
SIC
33
Salem Investment Counselors
North Carolina
$549K +$567K +34,353 New
LCM
34
Landscape Capital Management
New Jersey
$548K +$566K +34,293 New
GT
35
Glenmede Trust
Pennsylvania
$547K +$199K +12,068 +54%
CCMD
36
Cypress Capital Management (Delaware)
Delaware
$533K -$12.4K -750 -2%
Osaic Holdings
37
Osaic Holdings
Arizona
$517K +$336K +20,361 +169%
RJT
38
Raymond James Trust
Florida
$479K +$495K +29,981 New
FNBTCON
39
First National Bank & Trust Co of Newtown
Pennsylvania
$439K – – –
FAG
40
Fortitude Advisory Group
Washington
$433K +$447K +27,085 New
RIA
41
Regal Investment Advisors
Michigan
$422K +$436K +26,398 New
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$389K – – –
Ameriprise
43
Ameriprise
Minnesota
$353K +$364K +22,075 New
BBA
44
BLB&B Advisors
Pennsylvania
$337K +$141K +8,563 +69%
DADC
45
D.A. Davidson & Co
Montana
$326K +$337K +20,411 New
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$326K +$337K +20,429 New
Millennium Management
47
Millennium Management
New York
$294K +$304K +18,392 New
AAS
48
Annex Advisory Services
Wisconsin
$292K – – –
SWA
49
Sightline Wealth Advisors
Connecticut
$289K +$298K +18,057 New
BRWA
50
B. Riley Wealth Advisors
Florida
$280K +$64K +3,876 +29%
1
2
3 4

NXP Hedge Fund Activity: Q4 2021 in Review

93 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2021, worth a combined $104M — up 213% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NXP positions and 5 closed out — a net gain of 46 holders — while 34 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $11.8M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $908K sold.

  • 93 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2021, up from 48 in Q3 2021.
  • Funds reported $104M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2021, up 213% quarter-over-quarter.
  • 51 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2021 and 5 closed out, a net change of +46 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2021 was UBS Group, an estimated $11.8M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2021 was Kestra Advisory Services, an estimated $908K sold.

Based on aggregated 13F filings for Q4 2021.