Nuveen Select Tax-Free Income Portfolio
NXP
48 hedge funds and large institutions have $30.5M invested in Nuveen Select Tax-Free Income Portfolio in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
0.79% less ownership
Funds ownership: 13.74% → 12.95% (-0.79%)
4% less capital invested
Capital invested by funds: $31.9M → $30.5M (-$1.41M)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
2% less funds holding
Funds holding: 49 → 48 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.07M |
| 2 |
Morgan Stanley
New York
|
+$910K |
| 3 |
RVPG
Relative Value Partners Group
|
+$692K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$565K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
-$1.74M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$804K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$763K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$743K |
| 5 |
LPL Financial
San Diego,
California
|
-$338K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$743K | -53,420 | Closed |
|
|
TSS
52
Two Sigma Securities
New York
| – | -$154K | -11,053 | Closed |
|
|
SWP
53
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$132K | -9,497 | Closed |
|
|
RFC
54
Regions Financial Corp
Birmingham,
Alabama
| – | -$129K | -9,300 | Closed |
|
|
NFG
55
Next Financial Group
Houston,
Texas
| – | -$31K | -2,215 | Closed |
|
|
MWM
56
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$10K | -730 | Closed |
|
|
FIA
57
FNY Investment Advisers
New York
| – | -$1K | -90 | Closed |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$460 | +33 | New |
|
NXP Hedge Fund Activity: Q4 2018 in Review
48 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2018, worth a combined $30.5M — down 4.4% from $31.9M a quarter earlier.
Fund positioning in NXP was balanced in Q4 2018: 9 funds opened new positions, 9 closed out, 13 added to existing stakes and 14 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $1.07M. The largest seller was Scharf Investments, exiting entirely with an estimated $1.74M sold.
- 48 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2018, down from 49 in Q3 2018.
- Funds reported $30.5M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2018, down 4.4% quarter-over-quarter.
- 9 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2018 and 9 closed out, a net change of 0 holders.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2018 was 1607 Capital Partners, an estimated $1.07M added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2018 was Scharf Investments, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2018.