Nuveen Select Tax-Free Income Portfolio
NXP
49 hedge funds and large institutions have $28.8M invested in Nuveen Select Tax-Free Income Portfolio in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
7% more funds holding
Funds holding: 46 → 49 (+3)
1% more capital invested
Capital invested by funds: $28.5M → $28.8M (+$270K)
0.55% less ownership
Funds ownership: 10.16% → 9.61% (-0.55%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$308K |
| 2 |
Morgan Stanley
New York
|
+$245K |
| 3 |
Millennium Management
New York
|
+$223K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$177K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$915K |
| 2 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$702K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$663K |
| 4 |
FM
Family Management
New York
|
-$325K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$262K |
NXP Hedge Fund Activity: Q4 2020 in Review
49 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2020, worth a combined $28.8M — up 0.95% from $28.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NXP positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Annex Advisory Services, opening a new position worth an estimated $308K. The largest seller was Realta Investment Advisors, exiting entirely with an estimated $915K sold.
- 49 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2020, up from 46 in Q3 2020.
- Funds reported $28.8M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2020, up 0.95% quarter-over-quarter.
- 9 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2020 and 5 closed out, a net change of +4 holders.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2020 was Annex Advisory Services, an estimated $308K added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2020 was Realta Investment Advisors, an estimated $915K sold.
Based on aggregated 13F filings for Q4 2020.