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Nuveen Select Tax-Free Income Portfolio
NXP

89 hedge funds and large institutions have $103M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

0.45% more ownership

Funds ownership: 16.04% → 16.49% (+0.45%)

0% more funds holding

Funds holding: 89 → 89 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

5% less capital invested

Capital invested by funds: $108M → $103M (-$5M)

Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.37M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.04M
3
VanEck Associates
VanEck Associates
New York
+$717K
4
Comerica Bank
Comerica Bank
Texas
+$646K
5
SI
Stephens Inc
Arkansas
+$469K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$1.72M
2
LPL Financial
LPL Financial
California
-$451K
3
Morgan Stanley
Morgan Stanley
New York
-$363K
4
Bank of America
Bank of America
North Carolina
-$278K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$724K -$2.09K -147 -0.3%
Cohen & Steers
27
Cohen & Steers
New York
$692K -$42.6K -3,000 -5%
Comerica Bank
28
Comerica Bank
Texas
$604K +$646K +45,431 New
FAIM
29
Financial Advocates Investment Management
Washington
$454K +$149K +10,500 +44%
RJT
30
Raymond James Trust
Florida
$447K – – –
AF
31
Advisornet Financial
Minnesota
$437K +$2.26K +159 +0.5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$432K – – –
FAG
33
Fortitude Advisory Group
Washington
$399K +$3.95K +278 +0.9%
WCM
34
WealthBridge Capital Management
Ohio
$391K +$256 +18 +0.1%
VAM
35
Verity Asset Management
North Carolina
$389K +$27.7K +1,947 New
GC
36
Guggenheim Capital
Illinois
$388K -$40.7K -2,866 -9%
CBC
37
Coombe, Bender & Co
New York
$332K -$1.61K -113 -0.5%
AA
38
Ancora Advisors
Ohio
$322K +$31K +2,179 +10%
FNBTCON
39
First National Bank & Trust Co of Newtown
Pennsylvania
$313K – – –
First Trust Advisors
40
First Trust Advisors
Illinois
$307K +$3.08K +217 +0.9%
PMG
41
ProVise Management Group
Florida
$304K – – –
GT
42
Glenmede Trust
Pennsylvania
$295K – – –
SWP
43
Stratos Wealth Partners
Ohio
$293K +$144K +10,109 +85%
DADC
44
D.A. Davidson & Co
Montana
$286K +$967 +68 +0.3%
SWA
45
Sightline Wealth Advisors
Connecticut
$252K +$3.87K +272 +1%
LF
46
Lantz Financial
Illinois
$224K – – –
WWM
47
Windsor Wealth Management
Indiana
$215K – – –
MHB
48
Midwest Heritage Bank
Iowa
$211K – – –
SCA
49
Southern Capital Advisors
Tennessee
$210K +$1.96K +138 +0.9%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$206K – – –
1
2
3 4

NXP Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2023, worth a combined $103M — down 4.6% from $108M a quarter earlier.

Fund positioning in NXP was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 26 added to existing stakes and 18 trimmed.

The largest buyer was UBS Group, adding an estimated $1.37M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $1.72M sold.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $103M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2023, down 4.6% quarter-over-quarter.
  • 10 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2023 was UBS Group, an estimated $1.37M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2023 was 1607 Capital Partners, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2023.