We are live on ! Find out more
NXP icon

Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $111M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.13% more ownership

Funds ownership: 39.03%46.16% (+7.1%)

7% more capital invested

Capital invested by funds: $104M → $111M (+$6.96M)

4% less funds holding

Funds holding: 9389 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

45% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
16
Reduced
29
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.14M +$93.6K +6,256 +9%
DTIM
27
Danda Trouve Investment Management
Kansas
$978K +$3.28K +219 +0.3%
Truist Financial
28
Truist Financial
North Carolina
$936K
CIA
29
Capital Investment Advisors
Georgia
$825K
LPL Financial
30
LPL Financial
California
$677K -$331K -22,092 -32%
First Trust Advisors
31
First Trust Advisors
Illinois
$660K -$2.42K -162 -0.4%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$528K -$8.99K -601 -2%
WCM
33
WealthBridge Capital Management
Ohio
$506K -$31.9K -2,129 -6%
GT
34
Glenmede Trust
Pennsylvania
$494K
PAG
35
Private Advisor Group
New Jersey
$492K -$51.6K -3,449 -9%
CCMD
36
Cypress Capital Management (Delaware)
Delaware
$481K
RIA
37
Regal Investment Advisors
Michigan
$476K +$98.9K +6,609 +25%
Osaic Holdings
38
Osaic Holdings
Arizona
$458K -$9.43K -630 -2%
RJT
39
Raymond James Trust
Florida
$433K
FAG
40
Fortitude Advisory Group
Washington
$424K +$33.9K +2,264 +8%
ACM
41
Avalon Capital Management
California
$422K +$461K +30,814 New
Stifel Financial
42
Stifel Financial
Missouri
$385K +$145K +9,679 +57%
Luther King Capital Management (LKCM)
43
Luther King Capital Management (LKCM)
Texas
$351K
FNBTCON
44
First National Bank & Trust Co of Newtown
Pennsylvania
$340K -$59.1K -3,950 -14%
AA
45
Ancora Advisors
Ohio
$327K +$179K +11,932 +111%
Ameriprise
46
Ameriprise
Minnesota
$310K -$9.23K -617 -3%
DADC
47
D.A. Davidson & Co
Montana
$296K +$1.75K +117 +0.6%
BBA
48
BLB&B Advisors
Pennsylvania
$282K -$22.4K -1,500 -7%
NFG
49
Nations Financial Group
Iowa
$247K +$256K +17,107 New
SWA
50
Sightline Wealth Advisors
Connecticut
$230K -$32.2K -2,152 -12%

NXP Hedge Fund Activity: Q1 2022 in Review

89 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2022, worth a combined $111M — up 6.7% from $104M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NXP and 15 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 16 added.

The largest buyer was 1607 Capital Partners, adding an estimated $8.76M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $1.71M sold.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2022, down from 93 in Q4 2021.
  • Funds reported $111M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2022, up 6.7% quarter-over-quarter.
  • 15 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2022 and 17 closed out, a net change of -2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2022 was 1607 Capital Partners, an estimated $8.76M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2022 was Mariner Investment Group, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2022.