Nuveen Select Tax-Free Income Portfolio
NXP
51 hedge funds and large institutions have $34.1M invested in Nuveen Select Tax-Free Income Portfolio in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 7 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
2% more capital invested
Capital invested by funds: $33.5M → $34.1M (+$581K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.69% less ownership
Funds ownership: 14% → 13.3% (-0.69%)
7% less funds holding
Funds holding: 55 → 51 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$711K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$587K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$354K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$288K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.32M |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$707K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$281K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$244K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
51
Winslow Evans & Crocker
Boston,
Massachusetts
| $6K | – | – | – |
|
|
FIA
52
FNY Investment Advisers
New York
| $2K | +$300 | +20 | +14% |
|
53
Koshinski Asset Management
Decatur,
Illinois
| – | -$806 | -53,800 | Closed |
|
|
VCM
54
Vivaldi Capital Management
Chicago,
Illinois
| – | -$707K | -48,266 | Closed |
|
|
LCM
55
Landscape Capital Management
Englewood,
New Jersey
| – | -$281K | -19,178 | Closed |
|
|
KIM
56
Karpus Investment Management
Pittsford,
New York
| – | -$214K | -14,663 | Closed |
|
|
WAM
57
Wolverine Asset Management
Chicago,
Illinois
| – | -$125K | -8,602 | Closed |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -103 | Closed |
|
|
PA
59
Parallel Advisors
San Francisco,
California
| – | -$1K | -70 | Closed |
|
NXP Hedge Fund Activity: Q2 2019 in Review
51 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2019, worth a combined $34.1M — up 1.7% from $33.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NXP and 3 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 15 added.
The largest buyer was Guggenheim Capital, adding an estimated $711K. The largest seller was Morgan Stanley, cutting an estimated $1.32M.
- 51 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2019, down from 55 in Q1 2019.
- Funds reported $34.1M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2019, up 1.7% quarter-over-quarter.
- 3 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2019 and 7 closed out, a net change of -4 holders.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2019 was Guggenheim Capital, an estimated $711K added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2019 was Morgan Stanley, an estimated $1.32M sold.
Based on aggregated 13F filings for Q2 2019.