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Nuveen Select Tax-Free Income Portfolio

87 hedge funds and large institutions have $106M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

0.48% more ownership

Funds ownership: 46.16%46.64% (+0.48%)

4% less capital invested

Capital invested by funds: $111M → $106M (-$4.62M)

2% less funds holding

Funds holding: 8987 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$939K -$139K -10,053 -13%
DTIM
27
Danda Trouve Investment Management
Kansas
$932K +$3.8K +275 +0.4%
CIA
28
Capital Investment Advisors
Georgia
$782K
LPL Financial
29
LPL Financial
California
$781K +$140K +10,141 +22%
Ameriprise
30
Ameriprise
Minnesota
$524K +$232K +16,791 +78%
LP
31
Lloyd Park
Illinois
$483K +$486K +35,159 New
WCM
32
WealthBridge Capital Management
Ohio
$480K +$221 +16 +0%
Osaic Holdings
33
Osaic Holdings
Arizona
$479K +$45.5K +3,288 +10%
Cohen & Steers
34
Cohen & Steers
New York
$479K +$346K +25,000 +250%
GT
35
Glenmede Trust
Pennsylvania
$469K
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$465K -$36.2K -2,617 -7%
CCMD
37
Cypress Capital Management (Delaware)
Delaware
$457K
Stifel Financial
38
Stifel Financial
Missouri
$450K +$85.2K +6,161 +23%
RJT
39
Raymond James Trust
Florida
$444K +$33.4K +2,418 +8%
CBC
40
Coombe, Bender & Co
New York
$403K +$407K +29,423 New
FAG
41
Fortitude Advisory Group
Washington
$402K
FNBTCON
42
First National Bank & Trust Co of Newtown
Pennsylvania
$322K
RIA
43
Regal Investment Advisors
Michigan
$310K -$143K -10,373 -31%
AA
44
Ancora Advisors
Ohio
$310K
DADC
45
D.A. Davidson & Co
Montana
$284K +$2.61K +189 +0.9%
HI
46
Harbour Investments
Wisconsin
$254K +$256K +18,528 New
First Trust Advisors
47
First Trust Advisors
Illinois
$245K -$386K -27,883 -61%
LF
48
Lantz Financial
Illinois
$231K +$233K +16,867 New
WWM
49
Windsor Wealth Management
Indiana
$230K
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$221K

NXP Hedge Fund Activity: Q2 2022 in Review

87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2022, worth a combined $106M — down 4.2% from $111M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NXP and 8 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 27 added.

The largest buyer was UBS Group, adding an estimated $3.97M. The largest seller was Bank of America, cutting an estimated $2.09M.

  • 87 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2022, down from 89 in Q1 2022.
  • Funds reported $106M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2022 and 10 closed out, a net change of -2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2022 was UBS Group, an estimated $3.97M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2022 was Bank of America, an estimated $2.09M sold.

Based on aggregated 13F filings for Q2 2022.