Nuveen Select Tax-Free Income Portfolio
NXP
50 hedge funds and large institutions have $31M invested in Nuveen Select Tax-Free Income Portfolio in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
17% more capital invested
Capital invested by funds: $26.4M → $31M (+$4.6M)
4% more funds holding
Funds holding: 48 → 50 (+2)
1.72% more ownership
Funds ownership: 11.36% → 13.08% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.29M |
| 2 |
Morgan Stanley
New York
|
+$915K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$768K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$518K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$449K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$454K |
| 2 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$173K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$142K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$133K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$112K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
51
Nations Financial Group
Cedar Rapids,
Iowa
| – | -$173K | -12,325 | Closed |
|
|
SWP
52
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$133K | -9,497 | Closed |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$23K | -1,631 | Closed |
|
NXP Hedge Fund Activity: Q2 2018 in Review
50 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2018, worth a combined $31M — up 17% from $26.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NXP positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $1.29M. The largest seller was United Capital Financial Advisors, cutting an estimated $454K.
- 50 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2018, up from 48 in Q1 2018.
- Funds reported $31M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2018, up 17% quarter-over-quarter.
- 5 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2018 and 3 closed out, a net change of +2 holders.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2018 was 1607 Capital Partners, an estimated $1.29M added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2018 was United Capital Financial Advisors, an estimated $454K sold.
Based on aggregated 13F filings for Q2 2018.