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Nuveen Select Tax-Free Income Portfolio
NXP

86 hedge funds and large institutions have $111M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

2% more funds holding

Funds holding: 84 → 86 (+2)

5% less capital invested

Capital invested by funds: $117M → $111M (-$5.77M)

1.13% less ownership

Funds ownership: 17.99% → 16.87% (-1.1%)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.06M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.07M
3
UBS Group
UBS Group
Switzerland
+$726K
4
AAM
Advisors Asset Management
Colorado
+$662K
5
LPL Financial
LPL Financial
California
+$415K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$3.97M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.32M
3
TIM
Tortoise Investment Management
New York
-$2.48M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.23M
5
UCFA
United Capital Financial Advisors
Texas
-$992K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$690K +$122K +8,488 +21%
Osaic Holdings
27
Osaic Holdings
Arizona
$641K -$52.9K -3,681 -8%
Truist Financial
28
Truist Financial
North Carolina
$618K +$57.5K +4,000 +10%
RJT
29
Raymond James Trust
Florida
$506K +$71.4K +4,964 +16%
AF
30
Advisornet Financial
Minnesota
$471K -$34.9K -2,425 -7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$464K -$36.8K -2,558 -7%
CBC
32
Coombe, Bender & Co
New York
$429K +$56.9K +3,959 +15%
WCM
33
WealthBridge Capital Management
Ohio
$420K +$244 +17 +0.1%
FAG
34
Fortitude Advisory Group
Washington
$420K – – –
FNBTCON
35
First National Bank & Trust Co of Newtown
Pennsylvania
$337K – – –
PMG
36
ProVise Management Group
Florida
$327K – – –
First Trust Advisors
37
First Trust Advisors
Illinois
$320K +$80K +5,562 +33%
GT
38
Glenmede Trust
Pennsylvania
$318K – – –
AA
39
Ancora Advisors
Ohio
$315K – – –
DADC
40
D.A. Davidson & Co
Montana
$305K +$1.91K +133 +0.6%
FAIM
41
Financial Advocates Investment Management
Washington
$278K +$280K +19,455 New
SWA
42
Sightline Wealth Advisors
Connecticut
$267K +$1.87K +130 +0.7%
LF
43
Lantz Financial
Illinois
$241K – – –
WWM
44
Windsor Wealth Management
Indiana
$231K – – –
MHB
45
Midwest Heritage Bank
Iowa
$227K – – –
SCA
46
Southern Capital Advisors
Tennessee
$222K +$224K +15,545 New
Luther King Capital Management (LKCM)
47
Luther King Capital Management (LKCM)
Texas
$222K – – –
AAS
48
Annex Advisory Services
Wisconsin
$220K – – –
Baird Financial Group
49
Baird Financial Group
Wisconsin
$211K -$36.2K -2,519 -15%
PAG
50
Private Advisor Group
New Jersey
$207K +$187 +13 +0.1%
1
2
3 4

NXP Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2023, worth a combined $111M — down 4.9% from $117M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXP positions and 10 closed out — a net gain of 2 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $3.06M. The largest seller was 1607 Capital Partners, cutting an estimated $3.97M.

  • 86 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2023, up from 84 in Q4 2022.
  • Funds reported $111M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2023, down 4.9% quarter-over-quarter.
  • 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2023 and 10 closed out, a net change of +2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2023 was Bank of America, an estimated $3.06M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2023 was 1607 Capital Partners, an estimated $3.97M sold.

Based on aggregated 13F filings for Q1 2023.