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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $121M invested in Nuveen Select Tax-Free Income Portfolio in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $103M → $121M (+$17.1M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.83% more ownership

Funds ownership: 16.49%17.32% (+0.83%)

0% more funds holding

Funds holding: 8989 (0)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$795K -$15.2K -1,094 -2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$543K +$60K +4,306 +13%
RJT
28
Raymond James Trust
Florida
$497K
AF
29
Advisornet Financial
Minnesota
$490K +$4.18K +300 +0.9%
UCFA
30
United Capital Financial Advisors
Texas
$476K -$1.91M -136,737 -81%
PA
31
Pinnacle Associates
New York
$451K +$425K +30,501 New
VAM
32
Verity Asset Management
North Carolina
$447K
FAG
33
Fortitude Advisory Group
Washington
$443K
CBC
34
Coombe, Bender & Co
New York
$427K +$54.6K +3,917 +16%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$367K +$346K +24,800 New
AWM
36
Avior Wealth Management
Nebraska
$362K +$341K +24,500 New
SWP
37
Stratos Wealth Partners
Ohio
$354K +$26.9K +1,930 +9%
PMG
38
ProVise Management Group
Florida
$352K +$13.9K +1,000 +4%
FNBTCON
39
First National Bank & Trust Co of Newtown
Pennsylvania
$348K
GT
40
Glenmede Trust
Pennsylvania
$328K
WCM
41
WealthBridge Capital Management
Ohio
$302K -$124K -8,934 -30%
RIA
42
Realta Investment Advisors
Delaware
$296K -$1.54M -110,367 -85%
SWA
43
Sightline Wealth Advisors
Connecticut
$282K +$2.02K +145 +0.8%
AA
44
Ancora Advisors
Ohio
$273K -$79.6K -5,713 -24%
Corient Private Wealth
45
Corient Private Wealth
Florida
$267K +$252K +18,075 New
LF
46
Lantz Financial
Illinois
$249K
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$244K -$741K -53,150 -76%
SCA
48
Southern Capital Advisors
Tennessee
$237K +$2.7K +194 +1%
MHB
49
Midwest Heritage Bank
Iowa
$236K +$1.59K +114 +0.7%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$229K

NXP Hedge Fund Activity: Q4 2023 in Review

89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2023, worth a combined $121M — up 17% from $103M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXP positions and 11 closed out — a net gain of 1 holder — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.42M. The largest seller was United Capital Financial Advisors, cutting an estimated $1.91M.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $121M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2023, up 17% quarter-over-quarter.
  • 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2023 and 11 closed out, a net change of +1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2023 was Morgan Stanley, an estimated $5.42M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2023 was United Capital Financial Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2023.