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Nuveen Select Tax-Free Income Portfolio
NXP

93 hedge funds and large institutions have $104M invested in Nuveen Select Tax-Free Income Portfolio in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 34 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,033% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 3

920% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 5

213% more capital invested

Capital invested by funds: $33.1M → $104M (+$70.6M)

94% more funds holding

Funds holding: 48 → 93 (+45)

27.72% more ownership

Funds ownership: 11.31% → 39.03% (+28%)

Holders
93
Holders Change
+45
Holders Change %
+93.75%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
34
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$11.8M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$6.99M
3
Bank of America
Bank of America
North Carolina
+$6.71M
4
Wells Fargo
Wells Fargo
California
+$5.73M
5
Morgan Stanley
Morgan Stanley
New York
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$908K
2
AFS
Access Financial Services
Minnesota
-$70.2K
3
WTC
WhitTier Trust Company
Nevada
-$61K
4
JCM
Jacobi Capital Management
Pennsylvania
-$60K
5
AF
Advisornet Financial
Minnesota
-$51K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
51
Tortoise Investment Management
New York
$275K +$284K +17,220 New
Stifel Financial
52
Stifel Financial
Missouri
$272K +$281K +16,992 New
WWM
53
Windsor Wealth Management
Indiana
$254K – – –
MHB
54
Midwest Heritage Bank
Iowa
$254K +$262K +15,865 New
Jane Street
55
Jane Street
New York
$252K +$261K +15,794 New
LF
56
Lantz Financial
Illinois
$248K +$256K +15,505 New
SPIA
57
Steward Partners Investment Advisory
New York
$242K – – –
HWA
58
HHM Wealth Advisors
Tennessee
$230K +$150K +9,085 +171%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$229K +$236K +14,324 New
SWM
60
Spire Wealth Management
Virginia
$214K +$109K +6,582 +97%
Creative Planning
61
Creative Planning
Kansas
$212K +$219K +13,284 New
OBWG
62
Onyx Bridge Wealth Group
New York
$198K +$206K +12,488 New
DDPIC
63
Deroy & Devereaux Private Investment Counsel
Michigan
$193K +$199K +12,066 New
SP
64
Successful Portfolios
Florida
$185K +$191K +11,600 New
WDG
65
Wealth Dimensions Group
Ohio
$184K +$190K +11,521 New
BF
66
BOK Financial
Oklahoma
$174K +$180K +10,900 New
AA
67
Ancora Advisors
Ohio
$171K +$150K +9,071 +547%
EH
68
Equitable Holdings
New York
$170K -$10.2K -617 -5%
AIP
69
Ahrens Investment Partners
Louisiana
$158K +$163K +9,901 New
1CP
70
1607 Capital Partners
Virginia
$155K +$160K +9,700 New
CYG
71
Clean Yield Group
Vermont
$103K +$858 +52 +0.8%
MFT
72
Moisand Fitzgerald Tamayo
Florida
$95K +$97.6K +5,914 New
PB
73
Pinnacle Bancorp
Nebraska
$72K +$74.1K +4,491 New
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$70K +$32.2K +1,948 +79%
FEG
75
Financial Enhancement Group
Indiana
$62K +$15.9K +962 +33%
1 2
3
4

NXP Hedge Fund Activity: Q4 2021 in Review

93 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2021, worth a combined $104M — up 213% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NXP positions and 5 closed out — a net gain of 46 holders — while 34 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $11.8M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $908K sold.

  • 93 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2021, up from 48 in Q3 2021.
  • Funds reported $104M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2021, up 213% quarter-over-quarter.
  • 51 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2021 and 5 closed out, a net change of +46 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2021 was UBS Group, an estimated $11.8M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2021 was Kestra Advisory Services, an estimated $908K sold.

Based on aggregated 13F filings for Q4 2021.