Nuveen Select Tax-Free Income Portfolio
NXP
45 hedge funds and large institutions have $26.4M invested in Nuveen Select Tax-Free Income Portfolio in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 10.14% → 9.55% (-0.59%)
2% less capital invested
Capital invested by funds: $26.8M → $26.4M (-$446K)
6% less funds holding
Funds holding: 48 → 45 (-3)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$830K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$200K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$160K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$60.2K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$27.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$710K |
| 2 |
Morgan Stanley
New York
|
-$390K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$352K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$307K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$263K |
NXP Hedge Fund Activity: Q4 2019 in Review
45 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2019, worth a combined $26.4M — down 1.7% from $26.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NXP and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 9 added.
The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $830K. The largest seller was Tortoise Investment Management, cutting an estimated $710K.
- 45 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2019, down from 48 in Q3 2019.
- Funds reported $26.4M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2019, down 1.7% quarter-over-quarter.
- 3 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2019 and 5 closed out, a net change of -2 holders.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2019 was Koshinski Asset Management, an estimated $830K added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2019 was Tortoise Investment Management, an estimated $710K sold.
Based on aggregated 13F filings for Q4 2019.