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Nuveen Select Tax-Free Income Portfolio

82 hedge funds and large institutions have $106M invested in Nuveen Select Tax-Free Income Portfolio in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% less capital invested

Capital invested by funds: $106M → $106M (-$404K)

6% less funds holding

Funds holding: 8782 (-5)

29.37% less ownership

Funds ownership: 46.64%17.27% (-29%)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
82
Holders Change
-5
Holders Change %
-5.75%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Windsor Wealth Management
Indiana
$213K
Luther King Capital Management (LKCM)
52
Luther King Capital Management (LKCM)
Texas
$210K
MHB
53
Midwest Heritage Bank
Iowa
$207K
AAS
54
Annex Advisory Services
Wisconsin
$200K +$214K +15,375 New
PAG
55
Private Advisor Group
New Jersey
$199K +$111 +8 +0.1%
OBWG
56
Onyx Bridge Wealth Group
New York
$186K +$24.4K +1,750 +14%
Creative Planning
57
Creative Planning
Kansas
$177K -$27.8K -1,998 -13%
ICMP
58
Integrated Capital Management (Pennsylvania)
Pennsylvania
$166K -$1.45K -104 -0.8%
SWP
59
Stratos Wealth Partners
Ohio
$161K -$32.6K -2,338 -16%
HighTower Advisors
60
HighTower Advisors
Illinois
$159K +$170K +12,163 New
DDPIC
61
Deroy & Devereaux Private Investment Counsel
Michigan
$157K
WDG
62
Wealth Dimensions Group
Ohio
$150K
IA
63
IFP Advisors
Florida
$132K
JP Morgan Chase
64
JP Morgan Chase
New York
$130K +$139K +10,000 New
CYG
65
Clean Yield Group
Vermont
$86K +$892 +64 +1%
MFT
66
Moisand Fitzgerald Tamayo
Florida
$77K
PB
67
Pinnacle Bancorp
Nebraska
$59K
FEG
68
Financial Enhancement Group
Indiana
$51K
SPIA
69
Steward Partners Investment Advisory
New York
$49K -$1.34K -96 -2%
TCM
70
Tradewinds Capital Management
Washington
$31K
LS
71
Leelyn Smith
Illinois
$25K +$26.3K +1,890 New
CFB
72
Cullen/Frost Bankers
Texas
$21K
BFEC
73
Benjamin F. Edwards & Company
Missouri
$18K
CFO
74
CVA Family Office
Colorado
$17K
PA
75
Parallel Advisors
California
$13K +$13.9K +1,000 New

NXP Hedge Fund Activity: Q3 2022 in Review

82 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2022, worth a combined $106M — down 0.38% from $106M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NXP and 8 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 26 added.

The largest buyer was Stephens Inc, adding an estimated $3.33M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.77M sold.

  • 82 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $106M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2022, down 0.38% quarter-over-quarter.
  • 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2022 and 13 closed out, a net change of -5 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2022 was Stephens Inc, an estimated $3.33M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2022 was Rivernorth Capital Management, an estimated $3.77M sold.

Based on aggregated 13F filings for Q3 2022.