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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $108M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

3% more funds holding

Funds holding: 8689 (+3)

0.83% less ownership

Funds ownership: 16.87%16.04% (-0.83%)

3% less capital invested

Capital invested by funds: $111M → $108M (-$2.97M)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
25
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$759K +$63.6K +4,406 +9%
Osaic Holdings
27
Osaic Holdings
Arizona
$645K -$1.03K -71 -0.2%
Truist Financial
28
Truist Financial
North Carolina
$622K
RJT
29
Raymond James Trust
Florida
$485K -$24.5K -1,696 -5%
AF
30
Advisornet Financial
Minnesota
$471K -$3.61K -250 -0.8%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$468K
GC
32
Guggenheim Capital
Illinois
$461K -$566K -39,200 -55%
FAG
33
Fortitude Advisory Group
Washington
$428K +$4.96K +343 +1%
WCM
34
WealthBridge Capital Management
Ohio
$423K +$246 +17 +0.1%
CBC
35
Coombe, Bender & Co
New York
$362K -$70.6K -4,884 -16%
FAIM
36
Financial Advocates Investment Management
Washington
$340K +$60.1K +4,160 +21%
FNBTCON
37
First National Bank & Trust Co of Newtown
Pennsylvania
$339K
First Trust Advisors
38
First Trust Advisors
Illinois
$329K +$6.62K +458 +2%
PMG
39
ProVise Management Group
Florida
$329K
GT
40
Glenmede Trust
Pennsylvania
$318K
AA
41
Ancora Advisors
Ohio
$317K
DADC
42
D.A. Davidson & Co
Montana
$309K +$1.63K +113 +0.5%
SWA
43
Sightline Wealth Advisors
Connecticut
$267K
LF
44
Lantz Financial
Illinois
$243K
HighTower Advisors
45
HighTower Advisors
Illinois
$240K +$57.6K +3,984 +31%
WWM
46
Windsor Wealth Management
Indiana
$233K
MHB
47
Midwest Heritage Bank
Iowa
$229K
SCA
48
Southern Capital Advisors
Tennessee
$226K +$1.98K +137 +0.9%
AAS
49
Annex Advisory Services
Wisconsin
$225K +$3.35K +232 +2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$224K +$223K +15,454 New

NXP Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2023, worth a combined $108M — down 2.7% from $111M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NXP positions and 6 closed out — a net gain of 5 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.01M. The largest seller was 1607 Capital Partners, cutting an estimated $7.28M.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $108M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 11 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2023 was Advisors Asset Management, an estimated $1.01M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2023 was 1607 Capital Partners, an estimated $7.28M sold.

Based on aggregated 13F filings for Q2 2023.