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Nuveen Select Tax-Free Income Portfolio

84 hedge funds and large institutions have $117M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

11% more capital invested

Capital invested by funds: $106M → $117M (+$11.5M)

2% more funds holding

Funds holding: 8284 (+2)

0.72% more ownership

Funds ownership: 17.27%17.99% (+0.72%)

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$908K +$874K +65,305 New
CIA
27
Capital Investment Advisors
Georgia
$801K +$11.8K +880 +2%
Stifel Financial
28
Stifel Financial
Missouri
$785K +$2.1K +157 +0.3%
Osaic Holdings
29
Osaic Holdings
Arizona
$674K +$156K +11,663 +32%
Ameriprise
30
Ameriprise
Minnesota
$553K -$267K -19,936 -33%
Truist Financial
31
Truist Financial
North Carolina
$545K +$195K +14,570 +59%
AF
32
Advisornet Financial
Minnesota
$492K +$75K +5,600 +19%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$487K -$39.9K -2,983 -8%
RCM
34
Rivernorth Capital Management
Florida
$475K +$457K +34,130 New
RJT
35
Raymond James Trust
Florida
$422K
FAG
36
Fortitude Advisory Group
Washington
$408K
WCM
37
WealthBridge Capital Management
Ohio
$408K -$76.4K -5,706 -16%
CBC
38
Coombe, Bender & Co
New York
$362K -$26K -1,945 -7%
FNBTCON
39
First National Bank & Trust Co of Newtown
Pennsylvania
$328K
PMG
40
ProVise Management Group
Florida
$318K +$6.69K +500 +2%
GT
41
Glenmede Trust
Pennsylvania
$309K
AA
42
Ancora Advisors
Ohio
$306K
DADC
43
D.A. Davidson & Co
Montana
$295K +$3.63K +271 +1%
SWA
44
Sightline Wealth Advisors
Connecticut
$258K +$32.4K +2,417 +15%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$240K -$2.67M -199,588 -92%
LF
46
Lantz Financial
Illinois
$235K
First Trust Advisors
47
First Trust Advisors
Illinois
$234K +$6.09K +455 +3%
WWM
48
Windsor Wealth Management
Indiana
$230K
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$224K
MHB
50
Midwest Heritage Bank
Iowa
$221K

NXP Hedge Fund Activity: Q4 2022 in Review

84 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2022, worth a combined $117M — up 11% from $106M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NXP positions and 9 closed out — a net gain of 5 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.68M. The largest seller was Baird Financial Group, cutting an estimated $2.67M.

  • 84 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2022, up from 82 in Q3 2022.
  • Funds reported $117M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2022, up 11% quarter-over-quarter.
  • 14 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2022 and 9 closed out, a net change of +5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2022 was Cambridge Investment Research Advisors, an estimated $3.68M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2022 was Baird Financial Group, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2022.