Nuveen Select Tax-Free Income Portfolio
NXP
46 hedge funds and large institutions have $28.3M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 7 closing their positions.
0.07% more ownership
Funds ownership: 9.61% → 9.68% (+0.07%)
2% less capital invested
Capital invested by funds: $28.8M → $28.3M (-$446K)
6% less funds holding
Funds holding: 49 → 46 (-3)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$874K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$503K |
| 3 |
Morgan Stanley
New York
|
+$269K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$234K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$745K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$329K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$307K |
| 4 |
Millennium Management
New York
|
-$236K |
| 5 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWG
51
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$17K | -960 | Closed |
|
52
Citigroup
New York
| – | -$10K | -543 | Closed |
|
|
TIAM2
53
Tru Independence Asset Management 2
Portland,
Oregon
| – | -$5K | -285 | Closed |
|
|
JPLA
54
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | +$35 | +2 | New |
|
NXP Hedge Fund Activity: Q1 2021 in Review
46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2021, worth a combined $28.3M — down 1.6% from $28.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NXP and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.
The largest buyer was Baird Financial Group, adding an estimated $874K. The largest seller was LPL Financial, cutting an estimated $745K.
- 46 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2021, down from 49 in Q4 2020.
- Funds reported $28.3M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2021, down 1.6% quarter-over-quarter.
- 6 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2021 and 7 closed out, a net change of -1 holder.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2021 was Baird Financial Group, an estimated $874K added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2021 was LPL Financial, an estimated $745K sold.
Based on aggregated 13F filings for Q1 2021.