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Nuveen Select Tax-Free Income Portfolio

82 hedge funds and large institutions have $106M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% less capital invested

Capital invested by funds: $106M → $106M (-$404K)

6% less funds holding

Funds holding: 8782 (-5)

29.37% less ownership

Funds ownership: 46.64%17.27% (-29%)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$848K +$418K +30,000 +86%
DTIM
27
Danda Trouve Investment Management
Kansas
$847K -$43.5K -3,125 -5%
Ameriprise
28
Ameriprise
Minnesota
$778K +$299K +21,431 +56%
CIA
29
Capital Investment Advisors
Georgia
$740K -$5.89K -423 -0.7%
Stifel Financial
30
Stifel Financial
Missouri
$735K +$327K +23,473 +71%
LPL Financial
31
LPL Financial
California
$721K -$24.7K -1,771 -3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$496K +$56.3K +4,042 +12%
WCM
33
WealthBridge Capital Management
Ohio
$480K
Osaic Holdings
34
Osaic Holdings
Arizona
$480K +$24.9K +1,789 +5%
LP
35
Lloyd Park
Illinois
$465K +$4.75K +341 +1%
RJT
36
Raymond James Trust
Florida
$396K -$28.4K -2,036 -6%
AF
37
Advisornet Financial
Minnesota
$388K +$412K +29,583 +17,609%
FAG
38
Fortitude Advisory Group
Washington
$383K
CBC
39
Coombe, Bender & Co
New York
$365K -$20.3K -1,460 -5%
Truist Financial
40
Truist Financial
North Carolina
$321K +$139K +10,000 +68%
FNBTCON
41
First National Bank & Trust Co of Newtown
Pennsylvania
$307K
PMG
42
ProVise Management Group
Florida
$291K +$311K +22,340 New
GT
43
Glenmede Trust
Pennsylvania
$289K -$168K -12,068 -35%
AA
44
Ancora Advisors
Ohio
$287K -$9.18K -659 -3%
DADC
45
D.A. Davidson & Co
Montana
$273K +$2.68K +192 +0.9%
HI
46
Harbour Investments
Wisconsin
$254K
LF
47
Lantz Financial
Illinois
$220K
RIA
48
Regal Investment Advisors
Michigan
$215K -$85.8K -6,154 -27%
First Trust Advisors
49
First Trust Advisors
Illinois
$214K -$20.9K -1,500 -8%
SWA
50
Sightline Wealth Advisors
Connecticut
$214K +$1.45K +104 +0.6%

NXP Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2022, worth a combined $106M — down 0.38% from $106M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NXP and 8 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 26 added.

The largest buyer was Stephens Inc, adding an estimated $3.33M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.77M sold.

  • 82 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $106M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2022, down 0.38% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2022 and 13 closed out, a net change of -5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2022 was Stephens Inc, an estimated $3.33M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2022 was Rivernorth Capital Management, an estimated $3.77M sold.

Based on aggregated 13F filings for Q3 2022.