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Nuveen Select Tax-Free Income Portfolio

89 hedge funds and large institutions have $111M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.13% more ownership

Funds ownership: 39.03%46.16% (+7.1%)

7% more capital invested

Capital invested by funds: $104M → $111M (+$6.96M)

4% less funds holding

Funds holding: 9389 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

45% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
16
Reduced
29
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHB
51
Midwest Heritage Bank
Iowa
$229K
WWM
52
Windsor Wealth Management
Indiana
$229K
SPIA
53
Steward Partners Investment Advisory
New York
$223K +$4.12K +275 +2%
AAS
54
Annex Advisory Services
Wisconsin
$222K -$43.5K -2,907 -16%
LCM
55
Landscape Capital Management
New Jersey
$212K -$293K -19,583 -57%
SWP
56
Stratos Wealth Partners
Ohio
$211K +$219K +14,620 New
HWA
57
HHM Wealth Advisors
Tennessee
$208K
Creative Planning
58
Creative Planning
Kansas
$192K +$15 +1 +0%
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
$177K +$183K +12,233 New
DDPIC
60
Deroy & Devereaux Private Investment Counsel
Michigan
$174K
OBWG
61
Onyx Bridge Wealth Group
New York
$171K
WDG
62
Wealth Dimensions Group
Ohio
$166K
SP
63
Successful Portfolios
Florida
$165K -$2.99K -200 -2%
BF
64
BOK Financial
Oklahoma
$157K
Cohen & Steers
65
Cohen & Steers
New York
$144K +$150K +10,000 New
IA
66
IFP Advisors
Florida
$132K +$140K +9,379 New
CYG
67
Clean Yield Group
Vermont
$94K +$853 +57 +0.9%
PB
68
Pinnacle Bancorp
Nebraska
$65K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$64K
BSWA
70
Bromfield Sneider Wealth Advisors
Massachusetts
$62K +$63.8K +4,265 New
FEG
71
Financial Enhancement Group
Indiana
$56K
AIP
72
Ahrens Investment Partners
Louisiana
$55K -$91.3K -6,099 -62%
CCM
73
Covington Capital Management
California
$44K
TCM
74
Tradewinds Capital Management
Washington
$35K
PFS
75
Prospera Financial Services
Texas
$35K +$35.8K +2,391 New

NXP Hedge Fund Activity: Q1 2022 in Review

89 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2022, worth a combined $111M — up 6.7% from $104M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NXP and 15 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 16 added.

The largest buyer was 1607 Capital Partners, adding an estimated $8.76M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $1.71M sold.

  • 89 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2022, down from 93 in Q4 2021.
  • Funds reported $111M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2022, up 6.7% quarter-over-quarter.
  • 15 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2022 and 17 closed out, a net change of -2 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2022 was 1607 Capital Partners, an estimated $8.76M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2022 was Mariner Investment Group, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2022.