Nuveen Select Tax-Free Income Portfolio
NXP
49 hedge funds and large institutions have $26.6M invested in Nuveen Select Tax-Free Income Portfolio in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.75% less ownership
Funds ownership: 10.85% → 10.1% (-0.75%)
2% less capital invested
Capital invested by funds: $27.3M → $26.6M (-$663K)
2% less funds holding
Funds holding: 50 → 49 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.02M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$376K |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$336K |
| 4 |
Morgan Stanley
New York
|
+$224K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.82M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$764K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$533K |
| 4 |
LPL Financial
San Diego,
California
|
-$202K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$84.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Koshinski Asset Management
Decatur,
Illinois
| – | -$764K | -51,030 | Closed |
|
|
WAM
52
Wolverine Asset Management
Chicago,
Illinois
| – | -$533K | -35,618 | Closed |
|
|
MWM
53
MBE Wealth Management
Tomah,
Wisconsin
| – | -$10K | -710 | Closed |
|
|
DCM
54
Davidson Capital Management
Corpus Christi,
Texas
| – | -$6K | -402 | Closed |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| – | -$3K | -200 | Closed |
|
NXP Hedge Fund Activity: Q2 2020 in Review
49 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2020, worth a combined $26.6M — down 2.4% from $27.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NXP and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 14 added.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $1.02M. The largest seller was 1607 Capital Partners, cutting an estimated $2.82M.
- 49 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2020, down from 50 in Q1 2020.
- Funds reported $26.6M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2020, down 2.4% quarter-over-quarter.
- 4 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2020 and 5 closed out, a net change of -1 holder.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2020 was Baird Financial Group, an estimated $1.02M added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2020 was 1607 Capital Partners, an estimated $2.82M sold.
Based on aggregated 13F filings for Q2 2020.